Consignment Portal Training: Running Reports

Running reports in the Consignment Portal is a straightforward process that helps keep track of inventory and usage. To get started, just click on the bar graph icon on the right side of the navigation bar to access the reporting page. From there, you can run various reports like consignment aging, frequently used items, min-max usage, and items used by purchase order. For most reports, you'll need to enter a date range before hitting "run report." Once the report is generated, a popup window will display the results, and you can easily export the data to an Excel spreadsheet by clicking "export report" at the bottom of the chart.