Create Inventory Reports

The Inventory Reporting Menu provides a number of ways to retrieve data from the system.

Lists of Units

Choose the scope of units included in the report by clicking one of the Report Type selections:

Current Warehouse Inventory

Installed at Subscriber Locations

Checked out to Employees

Picked Up and Defective

Returned to Client

Lost and Written Off

All Units on Record

Reports are sorted in serial number order by default. If you would like a different sort order, select from the drop-down menus. You may specify up to 4 levels of sorting using the following data fields:

Serial Number (default)

Equipment Type

Model

Employee

Warehouse Location

Subscriber

Client

Client Lot Number

Note that units are never deleted from the database. A unit may have been returned to the client, but you can always look up information about it. The same unit may be received from and returned to the client several times; as far as Cable Box Tracker is concerned, it is always the same unit (although with a long history). Truly erroneous inventory records are flagged as Void and will no longer appear on inventory reports. If for some reason you need information about a void unit, mark the Include Void Records checkbox.

Look Up Single Unit

Simply enter the Serial Number of the unit you want to find. Cable Box Tracker will display a report with the complete history:

Reconcile Uploaded List

With this feature you can upload a file with a list of serial numbers; Cable Box Tracker will create a report listing the current status and last recorded transaction for each unit. Units on the finished report are sorted in the same order as the original list. This capability can be very helpful in responding to lists of serial numbers provided by clients as part of their regular audit procedure.

The list should be a plain text file with one serial number per line. If the client provides a spreadsheet (Excel, for example) you can make a copy and save it as a text file, removing all columns except for the serial number.

Download Backup Data

Note: As of this writing, performance of this feature is painfully slow and is not recommended. We are working on improving performance. All data is backed up automatically daily within the Cable Box Tracker system.

This function delivers a backup copy of your inventory in standard comma-delimited text format.