Skip to main content
OCLC Support

Stockitem asset report to send to excel

  1. Last updated
  2. Save as PDF
Learn how to create an assets report in Amlib.

Creating an Assets Report

There are a few types of Assets reports that can be sent to Excel

  • By Location and Stats code
  • By Stats code
  • By Form code

This Guide will show the Stockitem count (and value) by Form but other ones can be substituted if required.

  1. From Main > Reports > Application select RepStockitem
  2. Select New [F1]
  3. The Select Report Format window will display
  4. Highlight the MS Excel format – Stockitem Count by Form
  5. Choose the Select Button
  6. Type a Description – for example Assets 2012
  7. Select F3 Save
  8. Select F7 Where
  9. Choose the relevant Column from Box 1. The choice will depend on what is required. For example, select the Perm Location if you wish to report on only items from particular Location/s. Select DateReceived if you wish to reports on only those items received before/after a certain date. If all items are required choose ItemNo from Column 1. Select the ≠ symbol from the Operator (Box 2) and select Paste without typing anything in Box 3.
  10. Select F3 Save
  11. The Order should be greyed out
  12. Select F6 Print
  13. In the Print dialogue box, To Section, click the Radio button File, to save the report to a file. Press OK.
  14. A Report - Save As Dialogue Box will display. Choose the Destination Folder for the Report and ensure that the Report is saved as a .txt file (Text Document).
  15. This will set the Report ready to be saved to a File. To proceed, Report Scheduler must be activated. Select RepStartSchedule from Reports/Application. Ensure Save to File is included in the selections.
  16. The Report’s progress can be checked in Reports, Application, RepPrintProgress.
  17. When the Scheduler has completed the task and the Report has been saved it can be accessed in Excel.
  18. Open a Blank page in EXCEL. Use File>Open to load the saved .txt file. The file was saved as a .txt file. Ensure that ‘All Files(*,*)’ is selected from the ‘Files of type:’ dropdown list
  19. EXCEL will identify that your file is a data delimited file. Use the Text Import Wizard (3 steps) to import your file.
  20. Press Next.
  21. Select Semicolon as this is the Delimiting character used for these reports.
  22. Press Next.
  23. Select Finish
  24. The data will be transferred into the EXCEL table. Use EXCEL Formatting tools to customise the file as required