How to Export Your Inventory
- Brendan Sweeney
Exporting your inventory is easy, but you have a few options to get your inventory information out of the system:
Report: Inventory Export (Stock)
Report: Inventory Export (All)
Inventory Intelligence Dashboard
Report: Inventory Export (Stock)
The stock export will export your inventory with like quantities totaled up. This means that items sharing like catalog numbers, lot numbers, UDIs, expiration dates, custodies, etc. will be totaled up in a Quantity column making it easier to look at inventory positions and resulting in a smaller export.
Navigate to the Reports Screen
Click on the Inventory Export (Stock) tab
Apply any filters you would like
Click Refresh on the report table to apply filters
Click on the vertical ellipse or Kabob menu that appears when you hover over the upper right corner (Tile Actions)
Select Download Data
Choose your File Type
Select "All Rows" under how many rows to include
This is very important as your data set may extend farther than Looker is able to display visually in Beacon, but you want to make sure to export all data.
Click Download
Report: Inventory Export (All)
This export will export all of your inventory line by line, with each individual discrete device represented on its own line of the export, resulting in a larger export than a Stock Export.
Navigate to the Reports Screen
Click on the Inventory Export (All) tab
Apply any filters you would like
Click Refresh on the report table to apply filters
Click on the vertical ellipse or Kabob menu that appears when you hover over the upper right corner (Tile Actions)
Select Download Data
Choose your File Type
Select "All Rows" under how many rows to include
This is very important as your data set may extend farther than Looker is able to display visually in Beacon, but you want to make sure to export all data.
Click Download
Inventory Reporting Dashboard
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