Step-by-Step Guide: Generate and Export a Product Report in OIS Central

Purpose

Generate and export a report of the products available in OIS Central, including the desired columns, in Excel or PDF format.

Prerequisites

Enable pop-ups in your browser (Chrome, Edge, or another browser), since the process opens pop-up windows to configure and save the report.

Steps to Generate the Report

1. Log in to OIS Central

• Sign in to OIS Central.

• Navigate to the Products module or tab.

2. Start the Export

• In the top-right corner, click the yellow icon with black letters labeled “Print.”

3. Select the File Format

• A pop-up window will open.

• Choose the output format:

  • Excel, or

  • PDF

4. Configure Filters (Show All Products)

• Verify that the filters are set to include all products.

• If any active filters limit the results, adjust them before generating the report.

5. Select Columns

• Locate and use the “Select Columns” option (or similar) to define which fields will be included in the report.

In the example, the following columns were enabled:

• List Price

• Units in Stock

• UPC Code

6. Generate the File

• Click the “Generate” button located at the bottom of the window.

7. Save the File

• Another pop-up window will appear to save the document.

• Select the folder or location where you want to store the file.

• Enter a file name.

• Click “Save.”

8. Verify the Export

• Open the saved file (Excel or PDF) and confirm that:

  • The expected products are included.

  • The selected columns are present.

  • The information is correct.

Final Result

After completing these steps, you will have an exported report containing the selected product information from OIS Central.