coreSTORE: How to pull a proper Boundbook Report for ATF Audit.
KS

Kobe Stoffel

Created Feb 07, 2025

coreSTORE: How to pull a proper Boundbook Report for ATF Audit.

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1. First, go to Boundbook > Dashboard.

1. First, go to Boundbook > Dashboard.
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2. On this screen, simply click on the "📄" icon next to the Boundbook you want to print the report for.

2. On this screen, simply click on the "📄" icon next to the Boundbook you want to print the report for.
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3. When clicked, it will automatically generate a report showing your current "In Stock" serial numbers. Simply click the "v" arrow next to the "Generated Reports" button to change the applied Filters.

3. When clicked, it will automatically generate a report showing your current "In Stock" serial numbers. Simply click the "v" arrow next to the "Generated Reports" button to change the applied Filters.
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4. On the Filters screen, apply the necessary filters for your Audit.

An example of this would be to remove the "In Stock Only" checkbox and apply the "Include Changes" checkbox to show any Boundbook Corrections. If you don't want every record, adjust the "Acquisition Date Range" & "Disposition Date Range" fields to be within the timeframe that the Audit is requested for.

4. On the Filters screen, apply the necessary filters for your Audit.
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5. Once the Filters have been applied, simply click "Submit" at the bottom-right.

5. Once the Filters have been applied, simply click "Submit" at the bottom-right.
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6. Finally, your reported is generated and can be printed if need be.

6. Finally, your reported is generated and can be printed if need be.
Well done!
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