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
- Go to Intelligence > Reports
- Click Create New Report
- Select Equipment Items from the dropdown menu
- Fill in the applicable details then select Run Report
- You can narrow down your report results by status, Kind classification, Equipment Location and expiry date.
- After running the report, export the information by selecting Download as Spreadsheet
- To save the custom report for later use, click Save Custom Report at the bottom of the screen
- Once saved, you can access the PDF by re-running the report
Built-In Report
🔑 ACCESS LEVEL: Member+, Editor or Owner
- Go to Logistics > Equipment
- Go to the Categories tab
- Select Download & Print for a PDF or select Spreadsheet for a CSV
- You can also find these options in the Export menu on the right
- This will generate a CSV of all our equipment