Reports & exports
ConsignTrak gives you three kinds of output:
- PDFs — documents to print or send: releases, bin labels, the activity report and supply partner statements.
- On-screen reports — pages that work out a summary when you open them. Most have a Print button or print cleanly from the browser.
- Spreadsheet downloads — CSV or Excel (XLSX) files of your data. Choose XLSX if you'll open the file in Excel. It keeps long numbers and leading zeros intact.
Supply partners run their own reports in the portal. Those are listed separately below.
PDFs
| Document | Who can run it | Where | What's in it |
|---|---|---|---|
| Release | Office, Administrator | An order's page, Print Release (after release). On a phone, View release PDF. | The pick list for the warehouse: order and release numbers, ship-to, the lines to pick with their bins, and a DO NOT PICK section for supply-partner-direct lines. Once the goods are set down, it also shows the staging area or shipping lane. See Releasing an order and Reprinting documents. |
| Bin labels | Any staff user | Locations list, Print labels (every bin in the list), Staging placards (staging areas only), or a bin's page, Print label | One scannable label per bin, laid out for label sheets. See Printing bin labels. |
| Supply-Partner Activity Report | Office, Administrator | A supply partner's page, Activity, then Download PDF report once From and To are set | The orders shipped for that supply partner in the date range, formatted for ISO 9001 records. At most 366 days. See The activity report. |
| Activity report (portal) | Supply Partner | Portal sidebar, Activity report, then Download PDF | The same document, for the supply partner's own orders. |
| Statement | Supply Partner | Portal sidebar, Statements, open a period, then Download PDF | One closed period (or a quarter, depending on the supply partner's statement cadence): opening stock, activity during the period, closing stock. See Accounting periods. |
On screen, the activity report shows receipts, shipments and adjustments, and you can filter by type. The PDF always lists the shipped orders, and picks them by their order date. See The activity report.
On-screen reports
| Report | Who can run it | Where | What it shows |
|---|---|---|---|
| Activity (on screen) | Office, Administrator | A supply partner's page, Activity | Everything received, shipped and adjusted for that supply partner over a date range, filterable by type. See The activity report. |
| End-of-day shipments | Office, Administrator | Sidebar, End-of-day shipments | Every order whose first warehouse shipment happened on the chosen day, grouped by supply partner, with its release number, ship method, boxes and tracking links, lines shipped, and attachments. Totals across the top include Tracking pending. Print prints it. Orders shipped entirely by the supply partner aren't included. See Carriers, wallboard & end-of-day. |
| Location reports | Any staff user | Locations list, Reports | Three checks: empty active bins, retired bins that still show stock, and bins over their capacity. See Location health reports. |
| Adjustments | Any staff user (made for Office and Administrator) | Sidebar, Adjustments | Every stock correction in a date range, with its reason, plus the resolved pick exceptions that may need a count. See Adjustments review and Follow-up flags. |
| Periods and reconciliation | Office (view), Administrator (view and close) | Account menu, Periods | Each month's status, and for each supply partner, opening stock plus activity against closing stock. See Accounting periods. |
| Statements (portal) | Supply Partner | Portal sidebar, Statements | The supply partner's closed periods, each with opening stock, activity and closing stock, and a PDF. |
Two live screens also summarise the day's work but aren't reports you run: the dashboard and the Live operations wallboard (see Carriers, wallboard & end-of-day).
Spreadsheet downloads
Every download comes as CSV or XLSX unless the table says otherwise. Each one is recorded in the audit trail.
Staff downloads
| Download | Who can run it | Where | Rows | Columns |
|---|---|---|---|---|
| Inventory | Any staff user | Inventory list, Export / XLSX; a supply partner's page, Inventory; Bulk imports, Items tab | One per item, including discontinued ones. Only the supply partner choice carries over; the search and other filters don't. | Listed in Exports. |
| Movements | Office, Administrator | A supply partner's page, Movements | One per stock movement for that supply partner over the last 12 months. | Listed in Exports. Includes cost and price columns even when prices are hidden on screen. |
| Customers | Office, Administrator | Customers list, Export / XLSX; Bulk imports, Customers tab | One per customer, active and inactive. The search box is ignored. | Listed in Exporting customers and contacts. |
| Contacts | Office, Administrator | Bulk imports, Contacts tab | One per contact link, at every customer and supply partner. | Listed in Exporting customers and contacts. |
| Locations | Any staff user | Locations list, Export CSV (CSV only) | One per location, active and retired. | The nine columns the location import expects, starting with the location code and type. See Creating many at once. |
An Administrator also has mass-update versions of the inventory and customer files, shaped for editing and importing back. See Bulk imports.
Portal downloads (Supply Partner users)
A supply partner only ever downloads their own data.
| Download | Where in the portal | Rows | Columns |
|---|---|---|---|
| Inventory | Inventory, Export | One per item. | The same columns as the staff inventory download. |
| Orders | Orders, Export | One per order line, for orders dated in the last 12 months. | Order number, order date, status, customer code and name, customer PO, item number and description, unit of measure, quantity ordered, shipped, from the warehouse and direct, unit price, extended price. |
| Receiving | Receiving, Export | One per receiving line, for the last 12 months. | Batch number, received date, batch status, item number and description, quantities received, expected, passed and failed, inspection status, posted date. |
| Current prices | Pricing, then the import page, Download current prices (CSV) or (Excel) | One per active price. | Item number, unit price, effective from, notes — exactly what the price import expects back. |
Common problems
The spreadsheet shows long numbers as 1.23E+05, or drops leading zeros. — Excel reformatted the CSV when opening it. Download the XLSX file instead. See Exporting customers and contacts.
The export has more rows than the list showed. — Most downloads ignore the search box and filters. See Exports.
A download or report opens "Access denied" or "Forbidden". — Your role can't run it. Check the Who can run it column above, and ask an Office user or Administrator.
The activity report PDF button stays grey. — Fill in both From and To. See The activity report.