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System Settings
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- Articles coming soon
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- Upload Students (Video)
- Upload Students
- Manage Students
- Upload Student Pictures
- User Accounts
- Upload User Accounts
- User Permissions
- Mass Updates
- Manage Family and Guests
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Preparing for Next School Year
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Store
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- Articles coming soon
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- Creating a Transaction
- Scanning a Student ID
- Student Credit
- Student Credit - Credit Refunds
- Product Buttons
- Returns
- Printing Receipts
- Payment Type
- Modify Transaction - Post Sale
- E-mail Receipts
- ProPay: How to Void a Transaction
- ProPay: How to Process Credit Cards
- Reprint Receipt and Resend Receipt by E-mail
- Exporting Ticket Sales from Store to Ticketing for Checkin
- Changing Payment Type After Transaction has Completed
- Portal Purchased Product Pickup and Reports
- Discount Options
- PAX Credit Card Reader Setup
- Show all articles ( 3 ) Collapse Articles
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- Upload Students (Video)
- Upload Students
- Upload Student Pictures
- Student Type
- Student Spirit Points
- Student Credit
- Upload Student Credit
- Managing Student Credit
- Student Credit - Credit Refunds
- Manage Spirit Points
- Mass Updates
- Discount Options
- Manage Students
- Family and Guest Management
- Manage Family and Guests
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- User Accounts
- Upload User Accounts
- User Permissions
- Taxes
- Paysafe: PCI Compliance
- Cash Drawer (Connected to Thermal Printer)
- Cash Drawer (USB) Windows 10
- Product History (Link on Current Transaction)
- Product Agreement
- Accessing the Student Only Store Portal
- Configure your Portal and Products
- Portal Purchased Product Pickup and Reports
- My Account
- SFTP Automated Student Rosters
- Accessing the Open Store Portal
- ProPay (Heartland) Merchant Account
- School Logo
- PAX Credit Card Reader Setup
- Whitelist URL's
- Show all articles ( 4 ) Collapse Articles
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Voting
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- Adding an Election
- Adding Officer Positions
- Adding Candidates
- Election Preflight
- Removing Candidates
- Adding Pictures and Biographies
- Archive and Retrieve Old Elections
- Duplicate an Election
- Using Video Biographies
- Election Layout Options
- Preview an Election
- Write-in Candidates
- Create a Survey (Video)
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- User Accounts
- User Permissions
- Upload User Accounts
- Configure the Student Login Page
- Require Student E-mail
- Notifications for Unsuccessful Student Login Attempts
- Hobbies and Biography
- My Account
- Require Change Passwords
- SFTP Automated Student Rosters
- Google Single Sign On (SSO)
- School Logo
- Whitelist URL's
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Ticketing
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Interventions
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- Articles coming soon
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- User Accounts
- Upload User Accounts
- User Permissions
- Printer Setup - 3" Thermal (Windows)
- Printer Setup - 3" Thermal (Mac) **Advanced Setup**
- Printer Setup - 3" Thermal Network (Mac) **Advanced Setup**
- Interventions
- Bell Schedules
- My Account
- SFTP Automated Student Rosters
- School Logo
- Mass Updates
- Whitelist URL's
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Announcements
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Student / Family Portal
Inventory Reports
In this article, you will learn about using the financial reports.

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By default, Inventory tab is selected. You can also navigate to On Hold By Item and On Hold By Student types of reports. Read below for more details.
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If you are looking for a particular record, then enter your keyword in the Search textbox to filter the results.
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The report shows information such as Product, Category and total purchased/sold items. Click on the Details button to view more information.
To access, click on the Reports button available at the top bar and select the tab for Inventory Reports.
Inventory Value

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Click Inventory Value
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Search for product, filter by category and set the date you want to find the value of your inventory on.
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The table will display each product, category, group (if assigned to one), unit cost which is calculated based on the most recent addition to your inventory, Inventory qty which is how many items you had on that date and the total value which is unit cost x inventory qty
Inventory Value Report will display what the dollar value of your inventory on a specific day.
On Hold By Item

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Select the Date Range option and choose the dates to run the Inventory for.
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The by date range option will add Starting Qty which is the quantity that was on the first date of your date range selection.
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The Ending Qty is calculated (Starting Qty – Purchased – Sold – Removed). Note that items sold but returned to inventory will be calculated back into the total. Also Ending Qty is the quantity at the end of the date range and might not match your current inventory.
Inventory can also be displayed by Date Range
On Hold By Student

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Select the tab for On Hold By Student.
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The report will display items on hold by student. In case items have been picked up, you can enter the Qty Picking Up in the textbox and click on the Picked Up button to save the changes.

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Select the tab for On Hold By Item.
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Select the Category from the dropdown list and click on the Submit button to retrieve the results.
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The report will display product(s) on hold along with Quantity, Unit Price and Sales.