How to run a Material Stockpile Report

Running the Report

From the Report Log, open the Material Stockpile Usage report and click Configure to set up your criteria:

Date range (required) — Choose the date range of Material Stockpile entries to include. Quick shortcuts are available: This Week, Last Week, Last 7 Days, This Month, Last Month, or Reset to clear your selection. Defaults to This Month.
Pay Items (required) — Choose which pay items to include. Populated from items that have been recorded in a Published or Archived Material Stockpile entry. Defaults to all eligible items.

When a field allows multiple selections, chosen values display as chips; if there isn't room to show them all, the field will show a chip indicating how many additional values are selected.

Click Run to generate the report, or Cancel to close the configuration without changes. You can reopen Configure at any time from the Report View page to adjust your criteria and re-run.

TIP: Double clicking the report will open and run the report using the most recently used report configuration criteria.

Viewing the Report

The report shows one row for every stockpile payment recorded against a selected item — so if an item has five separate stockpile entries, that item will show five rows.

Results are organized as follows:

Items are listed ascending by Item Number
Within each item, stockpile entries are sorted descending by Date (most recent first)

Each row includes:

Column	Source
Section Number / Description	From the Pay Item list
Item Number / Description	From the Pay Item list
Stockpile Amount	From the Material Stockpile entry
Date	From the Material Stockpile entry
Remarks	From the Material Stockpile entry
Creator	From the Material Stockpile entry

Report Summary

At the bottom of each item group, the report displays summary values (shown at the summary level only, not per row):

Summary Field	Calculation
Stockpile Amount	Sum of all Stockpile Amount values recorded for the item
Authorized Amount	Item's Unit Price × Authorized Quantity
Item Recorded Amount	Total dollar amount recorded and paid for the item through its Pay Item
Stockpile Threshold	The item's Stockpile Threshold percentage, set on the Pay Item list. Shows `--` if not set
Stockpile Amount Allowed	The maximum stockpile amount currently allowed for the item: `(Authorized Amount − Item Recorded Amount − Stockpile Amount) × Stockpile Threshold` (capped at the amount of stockpile paid to date). If no Stockpile Threshold is set, the full remaining balance is assumed allowed

An overall Total row also sums the Stockpile Amount column across all items.

Exporting the Report

Click Export to choose between a PDF or Excel version of the report:

A notification appears letting you know your export is processing.
Once ready, you'll receive an email with a Download link. This link expires 3 days after the email is sent.
The downloaded file is named Material Stockpile Usage Report Export [yyyy-mm-dd], using the date the export was generated.

PDF Export: Generated in landscape orientation using the standard report header and footer, with longer text columns (Item Description, Remarks, etc.) wrapping as needed. The Stockpile Amount column is subtotaled by item, matching the Report View.

Excel Export: The header row matches the report's current column order, and each row matches what's shown in the report, including the summary values. Field formats (like dates) are preserved — the export contains field values only, without any additional calculation logic.

If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.