Using the (Green) Inventory Report

This article explains how to use the (Green) Inventory Report to track your lots and how to export the information from Cropster. 

The Green Inventory Report is available for the following products: 

• Roast (all tiers)
• Commerce
• Origin (all tiers)
• Lab

---

• Why use the (Green) Inventory Report?
• The (Green) Inventory Report overview page
  
  • Sections
  • Viewpoints
• Exporting the (Green) Inventory Report

---

Why use the (Green) Inventory Report?

The Green Inventory Report provides you a quick glance and also in-depth information to have a better overview regarding the changes in your Green Inventory. The data also helps you with accounting, taxes and quality and cost management. 

The (Green) Inventory Report overview page

By following the steps below you can open the (Green) Inventory Report overview page:

1. Log into the online platform C-sar.
2. Navigate to Reports on the main menu bar.
3. Select the Inventory Report. 
4. You will be directed to the (Green) Inventory Report overview page. 
   
5. By scrolling down to the bottom of the page you can select between the following viewpoints the values are displayed by:
   
   • By lot
   • By location
   • By name

The (Green) Inventory Report has two report types:

1. Snapshot Report
2. Timeframe Report 

Snapshot Report

The (Green) Inventory Snapshot Report shows your green inventory on a specific day and/or a specific location. 

1. Log into the online platform C-sar.
2. Navigate to the Reports on the main menu bar.
3. Select Inventory Report.
4. Select your preferred Date and/or Locations (1 and 2).
5. Select the State (3). You can choose between the following states:
   • Raw green
   • Parchment
   • Dry cherry
6. Click on the Apply filters (4) button. 
7. Scroll down to the bottom of the page and select between the following viewpoints (5):
   • By lot
   • By location
   • By name

Timeframe Report 

The (Green) Inventory Snapshot Report allows you to view your (Green) Inventory on any given period of time (day, week, month, (half) year, or custom).

1. Log into the online platform C-sar.
2. Navigate to the Reports on the main menu bar.
3. Select Inventory Report.
4. Switch from the Snapshot Report view to the Timeframe Report view (1) by clicking on the respective tab. 
5. Select a Date range and/or Locations (2 and 3). 
6. Select the State (4). You can choose between the following states:
   • Raw green
   • Parchment
   • Dry cherry
7. Click on the Apply filters (5) button. 
8. Scroll down to the bottom of the page and select between the following viewpoints (6):
   • By lot
   • By location
   • By name

Sections

• Green Inventory Overview section
• Viewpoints

The Green Inventory Overview section

1. Select the (Green) Inventory Report type .
2. Apply the following filters:
   • Date or Date Range
   • Locations
   • State
3. The following data will be shown in the next Green Inventory Overview section:
   • Weight (kg/lbs)
   • Value (USD/EUR)
   • Number of locations
   • Number of lots
   • Number of lots in low stock: The lots that have an inventory level under the lot's specified Minimum inventory level.
   • 4 weeks run out: Quantity of lots with 4 weeks run-out prediction.
   • 2 weeks run out: Quantity of lots with 2 weeks run-out prediction.

Viewpoints

Scrolling down the (Green) Inventory Report overview page you can select between the following viewpoints:

• By lot
• By location
• By name

By lot

The By lot view shows each individual lot in each location as a single line (e.g. If you have a lot allocated among multiple locations, you will see an individual listing for the lot per each location)

1. Customize: By clicking on the dropdown next to the Customize button and you can easily refine your report. 
   💡 You can also include consumed lots for the selected time period:
   
2. Eye icon: It displays the Transaction History of the selected lot. 
   
3. Total row: It displays the sums or counts for the visible items on the page. In case of selected rows, the total row only displays results for those selected.
4. Show: Changing the total amount of items per page, also affects the amount of items taken into account by the report's total row.

By location

The By lot view allows you to take a closer look at the data regarding your locations. 

1. Customize: By clicking on the dropdown next to the Customize button and you can easily refine your report. 
   
2. Total row: It displays the sums or counts for the visible items on the page. In case of selected rows, the total row only displays results for those selected.
3. Show: Changing the total amount of items per page, also affects the amount of items taken into account by the report's total row.

By name

The By name view displays the sum weight for all the lots with the same unique ID-tag among all your locations.
💡  In case you operate only one location, the numbers from the By name-view are equal to the By lot-view.

1. Customize: By clicking on the dropdown next to the Customize button and you can easily refine your report. 
   💡 You can also include consumed lots for the selected time period:
   
2. Total row: It displays the sums or counts for the visible items on the page. In case of selected rows, the total row only displays results for those selected.
3. Show: Changing the total amount of items per page, also affects the amount of items taken into account by the report's total row.

Exporting the (Green) Inventory Report

By following the steps below you can export your (Green) Inventory Report to Excel: 

1. Once you have selected your preferred viewpoint and the amount of items on the page you are ready to export your report to Excel by clicking on the button. 
   
2. A window will pop up where you can select which fields (columns) you want to include in the Excel report by clicking on the respective checkboxes:
   💡 The fields (columns) differ according to your selected viewpoint. The By lot viewpoint is displayed on the following screenshot: 
   
3. Click on Export to Excel. 

---

Related content

• Managing Green Inventory 

---

Congratulations! You are now ready to use the (Green) Inventory Report.

Your opinion matters. If you have further questions, feedback, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.