School Store Reports Tool Rights

Since generating a report doesn't add or change existing data, only Read rights are required. Write/Add/Delete rights, if granted, have no impact. This article contains descriptions of the School Store report and summaries of what each report is used for.

To learn more about these reports and how to run them, consult the individual articles in School Store Reports.

Inventory On Hand Report

The Inventory On Hand Report provides a complete list of items you have available for sale at this point in time. The report includes the Product Name, SKU, and Quantity on Hand.

Screenshot of the Inventory On Hand, showing the Product Item, the SKU, and the quantity. Export the list of inventory to CSV to review total inventory

Orders Report

The Orders Report provides detailed information about purchases made in the School Store. 

Screenshot of the Orders Report, showing the setup fields, selected schools, and report options. See what items have been purchased in the Orders report.

Pick List Report

The Pick List report provides a comprehensive list of purchased items. Use the Start Date and End Date fields to narrow report results.

Screenshot of the Pick List Report, showing the item, the customer, the sku, and the school. Enter start and end dates to view items that have been "picked"

Sales Report

The Sales Report provides a comprehensive record of sales activity across all of your district's stores.

Screenshot of the Sales Report, showing the date, the item, the school, and prices. Print the Sales Report to see all sales activity from all school stores across the district.

Summary Report

This report summarizes the items purchased on a specific day and is useful if you would like to send this information via email to specific staff members. The email message can be set up in the School Store Notifications tool.

Screenshot of the School Store Summary report, showing transactions for a particular date. See what items were purchased on a specific day with the School Store Summary Report