Generating asset inventory reports

The In Progress & Completed Inventories page in Inventory lets you view a summary of your inventories and generate reports listing the items in them.

To sort the list on either tab, click any column heading to sort by that column in descending order ().
Click the column heading again to sort the information in ascending order ().

To delete a completed inventory, click . Please note that, once you delete an inventory, you can no longer generate its reports. br />Once you delete its Completed Inventory Report, you can no longer view a completed inventory.

How do I generate a report?

What information does the report include?

What information does a District Summary Report include?

How is the report sorted?

Generating an Inventory Report

You can access your list of inventories from either of the following pages:

• From the Asset page of Reports, select either In-Progress Inventories or Completed Inventories.
• From Inventory in the Back Office, click View In-Progress & Completed Inventories, and open either the In Progress or the Completed tab.

In-Progress inventory reports

1. To sort the list, click any column heading to sort in ascending order (). Click again to sort the list in descending order ().
2. If you're a district assets manager, click adjacent to the inventory to view a list of the included sites.
   Then click adjacent to the site for which you want the report.
3. On the Select Report View page that opens, select the items you want to include on the report.
4. If you'd like to include the images for any unaccounted-for items, select the check box.
5. Click .
6. Click View on the Report Manager page that opens.
7. On the Job Summary that appears, select either to view the PDF report or to download the XML file.

Completed inventory reports

A Completed Inventory Report includes all items in the inventory—both Accounted For and Unaccounted For.

1. To sort the list, click any column heading to sort in ascending order (). Click again to sort the list in descending order ().
2. To generate a report, click adjacent to the inventory.

Destiny generates the report in both XML and PDF formats.
For a district-wide report, Destiny generates Summary and Detail reports in both formats.

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What information does the report include?

These Reports:

• In-Progress Inventory Report generated at a site
• Completed Inventory Report generated at a site
• In-Progress Inventory Report generated at the district
• District Barcode Detail Report generated at the district
• District Detail Report generated at the district

include the following information:

For each inventory and for each Home Location, the report lists the total numbers of items Accounted For and Unaccounted For.

For each item, the report includes the following information:

• Asset Name
• Purchase Price
• Item barcode number
• Home Location
  If you chose to have Inventory change the Home Location on record to the current scanning location, the updated items appear under their new Home Locations.
• Item Status
  If the item is checked out to a patron, department, or location, that person or place appears in parentheses.
• Custodian
  If you did not assign a Custodian to an item, Destiny lists the department head. If you did not assign the item to a department, Destiny lists the principal. If the site has no principal, the text "Principal" appears.

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What information does a District Summary Report include?

A Completed Inventory Report — District Summary Report, generated at the district, shows the total numbers of items Accounted For and Unaccounted For in the inventory.

It lists each site alphabetically with its total numbers of Accounted For and Unaccounted For items.

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How is the report sorted?

The report is sorted first by Home Location in alphabetical order. Destiny inserts a page break between all Home Locations.
If you chose "All items in the inventory", the assets are grouped into Accounted For and Unaccounted For sections.
Within each section, the assets are listed in alphabetical order by Asset Name.

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