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How do I use a Status Report?

Updated

This report shows the product on hand at the start of the period plus product received during the period to calculate total product available during the reporting period, less any product out or reconciliations to determine the ending inventory.

This article covers the following topics: 

Additional steps following basic setup

Please see Report Setup Foundations for all reports' basic setup steps. 

Additional steps: 

  1. You will need to indicate the Measurement Type, you can choose whether you want to report on weight or quantity. 
  2. You will need to complete the Product Source field to indicate which products you would like to include based on the source. If there are more than sixteen options, they will appear in a dropdown. You may select multiple options in the dropdown.
    Measurement_-_Organizations.png
  3. Click Create Report at the bottom, your report will be found in your Report Inbox on the left-hand side of the screen under Reports. Alternatively, you can hit Save Template if you want to save this as a template for future use. More on templates can be found here.

Table overview

  • The light blue heading represents the title of the report.
  • The dark blue heading lists the column titles.
  • The products are listed in the first column.

Export Options

Clicking on the Tools button on the right side of each section will reveal other options.

Export_options.png

  • Copy: This copies the table contents to your computer's clipboard.
  • CSV: This exports the table into a CSV file, generally viewed with Microsoft Excel.
  • PDF: This exports the table into a PDF.
  • Print: This presents a printer-friendly version of the table (press Esc on your keyboard to return to the report).

Click on the Print View button at the top of the page to see the printer-friendly version to print the entire report.

Efficiency and Timeliness of Report Generation

In our report generation process, we understand the significance of minimizing wait times for our users. Currently, the wait time is determined by the number of organizations included in the report and the duration covered. Let's delve into the details of our report queues for a clearer understanding.

We manage two queues: one for regular reports and another for large reports. We allow several reports to run simultaneously. This setup enables concurrent processing of multiple reports. 

Report size is determined by multiplying the number of sites by the duration in days, with a limit set at 50 sites x 180 days (equivalent to 9000). Anything exceeding this threshold is directed to the large queue.

Recognizing the complexity and scale of large reports, they are processed in a separate queue, occasionally resulting in wait times measured in hours. We understand the inconvenience and are actively working towards optimizing processing times for such reports in the future.

Conversely, our regular queue processes reports efficiently. Multiple reports can run simultaneously, minimizing overall slowdowns. However, there are instances where regular reports may take longer, ranging from 20 to 30 minutes each. It's essential to note that even a quick report may experience delays if queued behind longer reports.

As we strive to optimize report processing times, your feedback is crucial. Please feel free to share your thoughts and suggestions, these contribute to our ongoing efforts to enhance and streamline this process for an improved user experience.

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