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Table of Contents

Resource Items Report

When generated this report will display a list of the owner’s resource items, which are on hold, available, account information, and more.

...

  1. Load the Reports page

  2. Under the Owner Reports section select the Resource Item option


Report Contents:

Column

Definition

ID

Line item associated with the resource item.

Owner

The owner associated with the resource item.

Resource Type

The resource type’s name associated with the line item.

Resource Type Category

The category of the resource type.

Resource Type Provider

The provider assigned to the resource type.

Resource Request

The number of requests made for the resource type.

Name

The individual name given to the resource item.

Resource Item Status Type

The status of the resource item (i.e. Oh Hold, Available).

Reason

Reason associated with the status type above (i.e. Held by [account])

Release Date

If the item was placed on hold, this column displays the date upon which the item will be released.

Held By User

Indicates which account the resource item was held by.

Held For User

Indicates which account the resource item was held for.

User

Indicates the account associated with the resource item.

User Package

Indicates the resource item’s associated package.

User Service

Indicates the resource item’s associated service.

Count

When the list is summarized, the value of this field will show the sum of the line items. For example, if the list includes 10 lines items that have been summarized in to a single line, the value within this cell would be 10.

Profile Question Columns

If the Resource Type has Profile Questions then you can add an additional column to this report for each Profile Question that exists. Simply use the View menu to enable the extra columns you wish to see on the report.

...

  1. Load the Reports page

  2. Under the Owner Reports section select the Resource Item Backorders option


Report Contents:

Column

Definition

ID

Line item associated with the resource item.

User

Indicates the account associated with the resource item.

User Service

Indicates the resource item’s associated service.

Owner

The owner associated with the resource item.

Resource Type

The resource type’s name associated with the line item.

Resource Type Category

The category of the resource type.

Resource Item Pool

The pool of the resource item.

Params

The Profile criteria for this backorder. In order for this backorder to be filled an item must be located that match this criteria.

Count

When the list is summarized, the value of this field will show the sum of the line items. For example, if the list includes 10 lines items that have been summarized in to a single line, the value within this cell would be 10.