Viewing Equipment Items Report

Generate a Custom Report to review all equipment items within your inventory, or alternatively, access the built-in CSV or PDF reports.

🔑 ACCESS LEVEL: Owner or Editor. *Member+ can run Saved Custom Reports.

Custom Report

  1. Go to Intelligence > Reports
  2. Click Create New Report
  3. Select Equipment Items from the dropdown menu
  4. Fill in the applicable details then select Run Report
    1. You can narrow down your report results by status, Kind classification, Equipment Location and expiry date.
  5. After running the report, export the information by selecting Download as Spreadsheet
  6. To save the custom report for later use, click Save Custom Report at the bottom of the screen
  7. Once saved, you can access the PDF by re-running the report

Built-In Report

🔑 ACCESS LEVEL: Member+, Editor or Owner

  1. Go to Logistics > Equipment
  2. Go to the Categories tab
  3. Select Download & Print for a PDF or select Spreadsheet for a CSV
    1. You can also find these options in the Export menu on the right
  4. This will generate a CSV of all our equipment

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