Sample History Summary Report

The Sample History Summary Report can reveal sample history by user, customer, and manufacturer within a certain timeframe. Users can view a summary of the data or view details such as part number, check-in date, and check-out date for a sample.

1. Navigate to the Samples page.

2. Select “Reports.”

3. Select “Sample History Summary” from the drop-down list.

4. The “Sample Summary” window will appear.

5. Enter a timeframe for the report.

6. Select a bullet to change the report’s view.

• By Users- view sample history by User ID
• By Manufacturer- view sample history by manufacturer name
• By Customer- view sample history by customer name+

7. Check the “Show detail” checkbox to view the part number, check-in date, and check-out date of the sample. Note: this is optional.

8. Select the  button to generate the report.

9. Select the  button to print the report to a local printer.