Reporting Explained: Troubleshooting- Immediate Action Required

Reporting Explained: Troubleshooting- Immediate Action Required

Business Need: This report is helpful for a general overview of incomplete and general database maintenance actions.

How it works: This report pulls data from through out the database including but not limited to open purchasing documents, incomplete items, and uncommitted physical inventories.

Generating the Report: 



Go to the Reports section in Yellow Dog 
  1. Select Standard Reports
  2. Open the folder titled Troubleshooting
  3. Select “Immediate Action required” 
  4. Generate Report


Reading the Report 


1. Change columns, sorting, and grouping: This allows us to manipulate the view of the data within the report. 

2. Type: Document and or item type 

3. Open Issue:  Explanation of issue or document/item description

4. Required Action: How to resolve action

5. Store: Store name where action is needed

6. This row allows you to save, export, print, or close the current report.


    • Related Articles

    • Reporting Explained: ReOrder

      Reporting Explained: Re-Order Business Need: This report will show items that are either at or below the re-order point assigned, and include the quantities needed to bring the items back up to Par. How it works: To best utilize this report users ...
    • Reporting Explained: Inventory On Hand Report

      Business Need:  This report is helpful for users who want a report to show all of the inventory they have in their stores or database as of a certain date. How it Works:  An Inventory>On Hand>By Item report shows all of the items that are in your ...
    • Reporting Explained: Troubleshooting- Items Locked

      Business Need: This report is helpful for customers who need to manage items that are locked due to being on a purchasing document. It also helps in locating the purchase order number for any item with an on-order quantity. How it works: When an item ...
    • Reporting Explained: Physical Inventory (detailed by Physical)

      Business Need:  This report is helpful for users who are looking for a detailed report on a physical inventory.  This report will detail data on items included in a physical and show variances and variance costs for items on that physical. How it ...
    • Reporting Explained: Cost Reporting- Inventory Items with No COGS Account

      Business Need: This report is helpful for F&B customers using COGS for tracking inventory. It allows clients to see which inventory items are not mapped to a COGS account. This is useful for troubleshooting variances in COGS cost reporting and ...
    • Recent Articles

    • Yellow Dog/Resort Suite Integration Overview

      This document will provide an overview of the Yellow Dog Resort Suite Integration Integration Approach This is a two-way file exchange integration – we pull sales and push items Sales – pulls sales from a CSV file Summary: will provide sales as a ...
    • Yellow Dog/Spa Soft Integration Overview

      This document will provide an overview of the Yellow Dog Spa Soft Integration Integration Approach This is a 2Way integration – pulling sales and pushing items Sales – pulled in from the Spa Soft API Multiple RVCs are support per Yellow Dog store ...
    • How To: Create Interface Codes for Spa Soft

      This document will review creating new interface codes for the Spa Soft Integration in Yellow Dog Software Overview If additional Department, Class, Division, Cuserdef1, Cuserdef2, Cuserdef3, PMS Posting IDs need to be added to items in Yellow Dog ...
    • Yellow Dog/Brink Integration Overview

      This document will provide an overview of the Yellow Dog Brink Integration Integration Approach This is a 1Way Integration – pulling sales only Sales – pulled in from the Brink API Mapping Recipes For ingredients to be depleted from inventory, all ...
    • Best Practices for Collecting Inventory Accounts During Business Hours

      This document will provide recommendations for clients who must count during business hours. Yellow Dogs best practice for performing a physical inventory is to capture counts outside of business hours, however; Yellow Dog understands that there are ...