To download a report of your inventory, we have 3 options for you depending on the level of detail you're looking for.
Beacon provides an unparalleled degree of inventory detail in the industry, allowing you to dial in on individual devices and their statuses. However, sometimes you need a high level look at your inventory.
We'll take you through the various options in this article so you can get to the data you're looking for.
Inventory Export - All Records: This is the most detail report and will provide you with a list of every device in your inventory in great detail.
Inventory Export - Stock: This is the middle of the road level of detail. We roll up inventory where possible, while still breaking inventory out by lot, expiration, custody, status, etc.
Inventory Export - Stock Lite: This is the highest level inventory report, which will allow you to view inventory rolled up to the Catalog, Lot, and Custody level.
Inventory Export - ALL Records
This report provides a deep level of detail, separating out each device individually. If you're looking to "get into the weeds", this is the granular report for you.
Navigate to the Reports Page in Beacon and expand the Inventory section.
Scroll down until you find the Inventory Export (All Records) report.
In the report, use the filters along the right to sort and filter your inventory. Make sure to hit the purple refresh button.
Review your report in the below table.
To export your report, hover over the right corner of the report table, you will see a kabob menu appear (like an ellipse symbol).
In the dropdown menu, click 'Download Data'.
Expand the Advanced Settings section and select your desired file type.
Then, select the following settings to ensure your data is exported in the proper format.
With All Visualizations Applied
Data Values Unformatted (no rounding, special characters, etc.)
Number of Rows to Include: All results
Your File will download to your downloads folder.
Navigate to the reports page in Beacon and expand the Inventory section.
Scroll down until you locate the Inventory Export - Stock report.
In the report, use the filters along the right to sort and filter your inventory. Make sure to hit the purple refresh button.
Review your report in the below table.
To export your report, hover over the right corner of the report table, you will see a kabob menu appear (like an ellipse symbol).
In the dropdown menu, click 'Download Data'.
Expand the Advanced Settings section and select your desired file type.
Then, select the following settings to ensure your data is exported in the proper format.
With All Visualizations Applied
Data Values Unformatted (no rounding, special characters, etc.)
Number of Rows to Include: All results
Your File will download to your downloads folder.
Navigate to the reports page in Beacon and expand the Inventory section.
Scroll down until you locate the Inventory Export - Stock report. (Yep, the same Stock Export Report page as the above section 😉).
Once in the Inventory Export - Stock page, scroll down to find the Stock Export - Lite below the Stock Export.
In the report, use the filters along the right to sort and filter your inventory. Make sure to hit the purple refresh button.
NOTE: IF THE REFRESH BUTTON IS PURPLE, THERE ARE UNAPPLIED FILTERS TO APPLY
Review your report in the below table.
To export your report, hover over the right corner of the report table, you will see a kabob menu appear (like an ellipse symbol).
In the dropdown menu, click 'Download Data'.
Expand the Advanced Settings section and select your desired file type.
Then, select the following settings to ensure your data is exported in the proper format.
With All Visualizations Applied
Data Values Unformatted (no rounding, special characters, etc.)
Number of Rows to Include: All results
10. Your File will download to your downloads folder.