A.

Name the report

From the Item & Cost tab:

1. Click Request Item Reports.

2. If desired, enter a different name in the Report Name field. This will be the title of the report, and will appear on each page of an RTF-format report.

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B.

Select the Format and Delivery Type

1. Select a Format.

2. Select a Delivery Type.

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C.

Specify the items

1. Enter search criteria to select the items that will be included in the report.

Hint:  You can enter an asterisk in the Description field to include all items.

Specifying the items to include

2. If desired, use the MCAT Categories – Choose link to select one or more merchandise categories (MCATs).

Note: This limits the report to only those items that are in the MCAT. If a specific merchandise category (MCAT) is not selected, all MCATs will be used for the report.

3. If applicable, you can select an Item Group to be used for the report.

Note: Some providers use item groups in addition to or instead of MCATs.  If no item groups are selected, all item groups (if any) will be used.

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D.

Select the sort order and run the report

1. If desired, use the three Order By drop-down lists to select the sort order for the report.

2. The report is sorted in ascending order (lowest to highest) by default. If you desire a descending order, de-select the Asc (ascending) box.

3. Run the report.

1. • To display the report in a window, click Display.

   • To generate a report you can place on your computer, click Report.

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Note:  If a report is over 2MB in size, it normally will not be sent as an e-mail attachment.  Instead, you are notified by e-mail that the report is ready to download.  

Click File Registry from any Park City Group window, Find and select the file, then click Download to transfer it to your computer.

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