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Item Requests Report

A line-level report of every Item Request: one row per requested item, with how much was requested, how much was actually served out of stock, and what is still open. Use it to see what each department took out for events, demos, training and R&D, and to chase requests that were approved but never released.

Opening it​

Go to Blu Reports → Inventory → Item Requests. It opens on This Year with Hide Cancelled on.

Item Requests report list

ColumnWhat it is
IR No.The request number
Date RequestedThe request's Date Requested. The report's date filters and monthly grouping use this date
Department, Requested By, PurposeFrom the request header
Product, Internal Ref, UoMThe requested item
Qty RequestedThe quantity on the request line
Qty ServedWhat actually left stock when the request was confirmed (Confirm & Scrap)
Qty OpenRequested minus Served
StatusDraft, To Approve, Approved, Done or Cancelled
Open RequestOpens the Item Request form

Optional columns (column picker at the far right): Date Needed, Source Location, Destination Location, Scrap Order, Served Lot/Serial.

The three quantity columns are totalled at the bottom of the list and on each group.

Done but Qty Open above zero

A Done line with an open quantity was not fully served: the source location did not have enough stock when Confirm & Scrap was clicked. Filter Done + Has Open Qty to list them, then tell the Inventory admin.

Filters and grouping​

Filters and Group By

FilterShows
This YearRequested from January 1 of this year (on by default)
Has Open QtyLines not yet fully served
PendingDraft, To Approve and Approved
DoneConfirmed requests
Hide CancelledOn by default
Date Requested / Date NeededPick a month, quarter or year

Search by IR No., Product, Requested By, Department, Purpose or Internal Ref. Group by Department, Requested By, Product, Status or Date Requested (Month).

Pivot and graph​

The pivot view (grid icon, top right) opens with departments down the side and months across, showing requested and served quantities.

Pivot: department by month

The graph view shows requested quantity per month.

Select rows with the checkboxes (the top checkbox selects the page; Select all takes every row in the filter). Then:

  • Print → Item Requests (List) — a PDF table of the selected lines: IR No., date, department, requester, product, UoM, requested, served, open and status.

Print menu

  • Actions → Export Selection to Excel - Item Requests — the same lines as an Excel file.

Actions menu with the Excel export

Not the same as Item Request Analysis​

Inventory → Operations → Adjustments → Item Request Analysis is a separate dashboard with KPI cards and charts (including cost). This report is the row-by-row list to filter, check and export.

Reference​

ConcernFile
Report (SQL view over request lines and their scraps), Excel export, Open Requestbc17/blu_reports/models/item_request_report.py
List, pivot, graph, filters, menu, export action, PDF listbc17/blu_reports/views/item_request_report_views.xml