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Workflows > Tier II Reports > Running the Tier II Report
The Tier II Report is run at the site level, and includes all reportable inventory within the site. Running the report requires administrative (either system or system site) permission.
The Tier II report can only be run after report data has been generated for a specific date range. If the report data has been generated, a View Tier2 Report for period: link is displayed on the Tier2 Report page. Clicking this link opens a report page on which the user selects an output format and launches the report.
| 1. | On the home page, click the System link |
| 2. | Click the name of the site on which the report is being run |
| 3. | On the Configure Sites page, click the Tier2 Report link |
| 4. | Specify a report begin and end date |
| 5. | Click Generate Tier2 Data button to generate the report data and display the View Tier2 Report link |
| 6. | Click the View Tier2 Report link to launch the Run Report window |
| 7. | In the Run Report window, select an Output format (HTML, PDF, RTF) and click Run Report |
'Refreshing' Report Data
After the report has been run once at a site, the View Tier2 Report link remains on the Tier2 Reporting page. The report output will remain unchanged until the data is refreshed.
| 1. | On the home page, click the System link |
| 2. | Click the name of the site on which the report is being run |
| 3. | On the Configure Sites page, click the Tier2 Report link |
| 4. | Specify a report begin and end date |
| 5. | Click Generate Tier2 Data button |
Warning!
As The Tier II Reporting feature operates exclusively at the site level, it is not intended for use at sites that where inventory is moved via the the Inter-Site Transfer feature.
For the purposes of Tier II inventory calculations, the Inter-Site Transfer process leaves an inconclusive transaction history, and may cause inaccuracies on Tier II Reports.
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