Running the Missing Inventory Report

You can do a compound search for missing inventory by running the Missing Inventory report. This option searches for missing inventory based on settings your library set in Item Status and other criteria. You can do a compound search with Boolean operators to search on more than one criterion at a time.

(For example, you can search for all items in a given location, collection, and call number type where the item status is “mi” [Missing Inventory] and the last date the item’s status was updated is the complete date of the inventory.)

Horizon changes the date of the item’s last status update when it changes an item’s status to “mi.” Horizon can use the date in this field to profile the search and limit those items with a status of “mi” that were changed because of the most current inventory.

To run the Missing Inventory report

1 Start the Report Missing Inventory process.

The default location of this process is the Inventory folder on the navigation bar.

Horizon opens the Compound Search window:

2 Highlight the index you want to search.
3 Enter a search term in the Search for field.

(For example, to display items from the biostax collection, enter “biostax” in the Search for field.)

4 If you want to do a compound search, use the steps in this table; otherwise, skip to step 5:
a Do one of these options:
Mark AND to narrow a search.
Mark OR to broaden a search.
b Highlight a search index from the list of indexes.
c Enter another search term in the Search for field.
d If you want to add new results to the current ones, click Append List.
e Repeat steps a through d until your search string is complete.

Horizon displays your search string as you enter it. You can enter up to 300 characters.

Note: For the search to work best, leave the last search term of the series in the Search for field.

5 Click Search.

Horizon displays the List Item Reporting window.

6 If necessary, do one or more of these tasks:

To do this

Do this

Change which columns Horizon sorts.

Click Sort.

(For more information, see “Sorting a List Window” in the “Horizon User Interface” chapter of the Horizon Basics Guide.)

Add or subtract columns from the view.

Click Display.

(For more information, see “Changing Columns in a List Window” in the “Horizon User Interface” chapter of the Horizon Basics Guide.)

Print a paper copy of the report on your system printer.

Choose File, Print.

(For more information on printing, see your Microsoft Windows guide.)

Save the list to any file name you choose anywhere you have the proper rights.

Choose File, Save to File, then choose a path and enter a file name.

(For more information, see “Saving Data to a File” in the “Basic Tasks” chapter of the Horizon Basics Guide.)

Save the group for future reference after you select which items from the list you want saved.

Choose Group, Create Group.

Upload a previously saved group.

Choose Group, Retrieve Group.

Delete a previously created group.

Choose Group, Delete Group.

 


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