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An Overview of Reports on Artwork Archive
An Overview of Reports on Artwork Archive

A short guide to generating reports on Artwork Archive

Katie Carey avatar
Written by Katie Carey
Updated over a week ago

Completed reports will be generated and stored under the Reports section on the left-hand menu. There are many different ways to generate reports in Artwork Archive. We'll go through all the ways you can create reports below:

Universal Report Generator

One way to generate a report is by using the Universal Report Generator tool found under the Reports section. This tool makes it easy to find the exact report you need in just a couple of clicks. You can find every report sorted by their respective categories: Pieces, Locations, Contacts, and Other.

Just click the blue 'New Report' button, then select the desired report.

Fill in the relevant information, make sure you click Save, and you're done!

All completed reports will be shown under the Reports section.

Like we mentioned above, there are many ways to generate reports. Below, you'll find the step-by-step instructions on generating specific reports if you choose not to use the Universal Report Generator.

Inventory Reports

Click Artwork in the left-side menu. Click the gray New Report button under Pieces in your top navigation bar and select Inventory Report. Select the information you would like to include.

Example Inventory Report:

Consignment Reports

Click on Locations in the left-side menu. Select the Location for which you want to create a Consignment Report. Click on the gray New Reports button and select Consignment Report from the drop-down menu. 

NOTE: Consignment reports are only available once you have assigned inventory to a location. 

Example Consignment Report:

Tear Sheets

Click Artwork in the left-side menu. Click the gray New Reports button under Pieces and select Tear Sheet. Then select the information you would like to include. 

Example Tear Sheet:

Portfolio Pages

Click on Artwork in the left-side menu. Click on the gray New Reports button under the Pieces and select Portfolio Pages

Example Portfolio Page:

Catalog Pages

Click on Artwork in the left-side menu. Click on the gray New Reports button under the Pieces and select Catalog Pages.

Example Catalog Page:

Certificate of Authenticity

Click on Artwork in the left-side menu. Select the Piece for which you want to generate a Certificate of Authenticity.

Click the gray New Reports button and select Certificate of Authenticity. Select the information you want to include under Options and click Generate.

Example Certificate of Authenticity:

Invoices

Click on Income on the left-hand menu and navigate to Sales/Donations on the top. Search for the sale you want to invoice for and click Actions on the far right of the sale. Select Invoice from the drop-down. 

NOTE: The artwork must be marked as sold to one of your contacts before you can generate an invoice. Edit the Sale if you do not see this.

Example Invoice:

Artwork / QR Labels

For more detailed information about how to create Artwork/QR Code Labels, click here.

You can create various sized Artwork/QR Labels from three different places in Artwork Archive including from the main Pieces Page, from inside of a Location Record as well as from inside of an Exhibition Record.

Note: You can generate 3 different types of QR Code Labels. To learn more about when to use each type, click here.

Address Labels

Click on Contacts in the left-side menu. Click the gray New Reports button and select Address Labels.

NOTE: If you'd like to generate labels for a select number of contacts, you can filter your contacts by Groups, Location, or Relation.

Example Address Labels:

Exhibition Report

Click on Exhibitions in the left-hand menu, then select the exhibition for which you'd like to create the Report. Click on that exhibition and then click on New Reports. Select Exhibition Report from the dropdown.

Example Exhibition Report:

Revenue and Expense Report

To create a Report of all your revenue and expenses, click on Income in the left-hand menu. Click on New Reports in the top menu under Revenue & Expenses. 

Select Income Report from the drop-down menu. 

Example Income Report:

Sales & Donation Report

To create a report of your sales and donations, go to Income on the left-hand menu. Click on Sales/Donations on the top bar. 

Click Reports under Sales/Donations and select Sales/Donation Report.

Select sales/donation report. 

Example Sales Report:

Keep learning:

Looking for more ways to use each Report in Artwork Archive? Watch the webinar below.

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