Using the ConnectSx Transfer Report

Have you ever needed to go back and trace the path of an inventory item from transfer to transfer to understand what has happened to it? Do you ever need to create a pivot table of how many transfers happened on a particular date? ConnectSx has a report for that.

1. Navigate to the Reports section of the Console

2. Scroll down to the Transfers Report

3. Select your date range

4. Select specific senders or check “Select All”

5. Select specific catalog numbers or check “Select All”

6. Select specific recipients or check “Select all”

7. Then Click “run”

8. When the job completes, download the file.

Open

Your Transfer report will list each transfer line by line and include:

1. Date report was run

2. Date Range of Report

3. Transfer ID

4. Sender

5. Recipient

6. Transfer Date

7. Catalog IDs for transferred Items/containers included

8. Lot Numbers of the items included

9. UDIs of the items included

10. Serial Numbers of the items included

11. Quantity of items included on the transfer?

12. Carrier entered in the shipping information section

13. Shipment tracking information

14. Status of the Transfer