Overview
The Transferred Inventory Tracking Report is a powerful Looker-powered dashboard built to provide clear, item-level visibility into your organization’s transfer history. Unlike traditional high-level summaries, this report tracks individual container and loose item relationships across all active and completed transfer stages.
By updating daily, this report enables operations teams and administrators to audit custody chains, reconcile inventory counts, and track down missing items seamlessly.
Key Features & Data Insights
The report breaks down your inventory data into a granular, row-by-row layout where each row represents exactly one item in a single transfer. Within this dashboard, you can track:
Custody Tracking: Instantly identify the precise sender and recipient for every transaction.
Granular Item Detail: View critical item identifiers including catalog numbers, lot numbers, and precise container variations.
Historical Relationships: Drill down into how items traveled during transit—including what container they were originally shipped with, what container they were assigned to, and their current packaging state.
How to Access the Report
⚠️ Note on Access Permissions: To maintain strict data boundaries, this report is restricted exclusively to the Admin and Operations roles. If you do not hold one of these roles, the report card will remain hidden.
Log in to the ConnectSx Console.
Navigate to the Reports section via the sidebar.
Scroll down to the Movements section.
Locate and click on the card labeled Transferred Inventory Tracking. The Looker dashboard will open natively within your browser window.
Filtering and Reconciling Your Data
To help you sift through extensive transfer histories, the dashboard features robust interactive filters at the top of the page. You can customize your view by filtering across any combination of the following criteria:
Date Range (Analyze precise fiscal windows or weekly activities)
Transfer Status (e.g., Shipped, Received, Declined)
Transfer Type
Sender or Recipient
Catalog Number
Item Type
Pro-Tip for Inventory Reconciliation:
If an audit reveals an item is missing after a batch transfer, select a Date Range, filter the Recipient to the rep who conducted the audit, and search by the item's Catalog Number. The report will pinpoint precisely which transfer line item caused the discrepancy and illuminate its container relationships at every point of the journey.