Reports: Using the Items Needed report

Use the Items Needed report to combine your orders into a master list, quickly calculate bunch counts, avoid ordering errors and oversights, and get your inventory forecast at a glance!

To access the Items Needed report, open the main menu > Reports > Items Needed.

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To get started, enter a date range and select the events you'd like to view. You can also click 'Check All' to select all the events listed.

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Use the 'Options' button to select the columns you want to be included in the report.

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Expand lines for items used in more than one event.

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Have many lines that need to be expanded? Click the 'Expand All' option at the top of the page! 

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Export the report directly to your computer as a CSV file.

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Print the report directly from the screen.

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Note: The printed and/or exported report will only include the columns you've included in your view.

Print Instructions

  • Click 'Print'
  • Click 'More Settings'
  • Scroll down to 'Scale' and adjust it until you see all columns visible
  • Click 'Print' to complete