Resource Management Reports

1 Resource Items Report
- 1.1 Generating the Resource Item Report
2 Profile Question Columns
3 Resource Item Backorders Report
- 3.1 Generating the Resource Item Backorders Report

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.

Role Permissions Required to view this report:

ResourceItemReport (list)
Reports (menu)

Generating the Resource Item Report

Load the Reports page
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.

For example, if your DID Resource Type has a Profile Question of 'City' that indicates which City each DID belongs to, then you can add a 'City' column to the Resource Item Report that will show the City for each DID listed on the report. If your report shows multiple Resource Types then the City column will be blank for any non-DID Items shown on the report.

Resource Item Backorders Report

When generated this report will display a list all outstanding backorders for Resource Items.

Role Permissions Required to view this report:

UserServiceAttributeResourceBackorderReport (list)
Reports (menu)

Generating the Resource Item Backorders Report

Load the Reports page
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.