Generating textbook inventory reports

In-Progress and Completed Inventories lets you view a summary of your inventories and generate reports listing the copies in them.

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 Textbook page of Reports, select In-Progress Inventories or Completed Inventories. (Not available for district textbooks managers.)
• From Inventory in the Back Office, click View In Progress & Completed Inventories.

Select either the In Progress or the Completed tab. To sort the list, click any column heading to sort in ascending order (). Click again to sort the list in descending order ().

In Progress Inventory reports

1. Click adjacent to the inventory. The Progress Details page opens.
   Note: If you are a district textbooks manager, the District Textbook Inventory page opens. Click next to the site you wish to view.

   For copies with barcodes, Destiny displays the number of Accounted for and Unaccounted for copies. For copies without barcodes, Destiny displays the number of Titles with counts and Titles without counts.
   If the inventory includes only copies without barcodes (or Consumables), you cannot generate an inventory report.

2. Select the copies you want to include on the report and click .
3. When the Report Manager opens, click View to open the job summary.
4. Click Barcode Report.

Completed Inventory reports

1. Click adjacent to the inventory.
2. Click Barcode Report or Title Count Report on the Job Summary that opens.
   Note: If you are a District Textbooks Administrator, you can view the District Barcode Detail Report, the District Title Count Report, or the District Summary Report.

   If the inventory includes only copies without barcodes, there is no District Barcode Detail Report.

   If the inventory includes only copies with barcodes, there is no District Title Count Report.

To delete a completed inventory, click on the Completed tab of In Progress & Completed Inventories.
Please note that, once you delete an inventory, you can no longer generate its reports.
Once you delete its Completed Inventory Report, you can no longer view the completed inventory.

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What information does the report include?

In-Progress Inventory and Completed Inventory reports generated at the district and the site contain the same information.

For each copy, the District Barcode Report and the School Barcode Report include columns for the following information:

• Title
• Copy barcode number
• ISBN (if more than one, the first one listed)
• Status
  If the copy is currently checked out to a patron, that student or teacher's name appears in parentheses.
  If the copy was Lost by a patron (and not marked Lost in Inventory), that person's name appears in parentheses.
• The date the copy was last seen

The District Title Count Report and the School Title Count Report include columns for the following information:

• Title
• ISBN (if more than one, the first one listed)
• Total Copies
• Accounted For

Depending on the options you chose when starting the inventory, the report may also include Unaccounted For, Lost, Consumables Unaccounted For, and Consumables Adjusted.

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What information does a District Summary Report include?

For each title, the District Summary Report shows the number of copies Accounted For and Consumables Adjusted (the number of copies deleted). Depending on the options you chose when starting the inventory, it may also show the number of copies Unaccounted For or Marked "Lost".

It lists each site alphabetically with its total numbers of copies in each column.

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How is the report sorted?

The report is sorted first by Location in alphabetical order. Destiny starts a new page for each Location.

If you chose "All copies in the inventory", the copies are grouped into Accounted For and Unaccounted For sections.

Within each section, the titles appear in alphabetical order; the copies appear in numerical order by barcode number.

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What is the "date last seen"?

Every time Destiny updates information about a copy during one of the following transactions or processes, Destiny also updates its date last seen information:

• Check Out Text (To Patron, By Class, or To Teacher)
• Check In Text
• Inventory
• Batch Update in Update Copies
• Add textbook titles ( or I want to "Add to this List") in a Resource List when adding records using a barcode scan, barcode list, or barcode file.
• Transfer Textbooks when transferring copies by processing a barcode list (but not when using a Resource List)

So, for example, if you checked in textbooks or received some in a transfer last week, you can set the date to a week ago. Then you do not need to scan those copies.

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