Reports
Generate, filter, and export reports on your assets, service history, personnel, and vendors.
Navigate to Reports from the main menu. Select a report from the list on the left to display it in the viewer on the right.
Available Reports
| Report | Description |
|---|---|
| Asset List | Summary of assets with key fields |
| Asset Details | Full detail view of each asset |
| Assets Checked Out | Assets currently assigned to a custodian |
| Audit Checklist | Printable checklist for physical audits |
| Warranty Expiration | Assets with upcoming or expired warranties |
| Completed Service | History of completed maintenance work |
| Overdue Service | Scheduled service past its due date |
| Service Schedule | All upcoming scheduled service |
| Upcoming Service | Service due within a specified time frame |
| Personnel List | List of people in the system |
| Vendor List | List of vendors |
| Barcode Labels | Printable barcode labels for your assets |
Filtering
Use the toolbar above the report to control what appears:
| Control | Description |
|---|---|
| Group By | Group results by a field (e.g., Location, Asset Type, Status) |
| Filter | Narrow results by field and value. Click + to add multiple filters — only records matching all filters are included |
Report Viewer
The viewer toolbar lets you:
| Action | Description |
|---|---|
| Navigate | Page through multi-page reports |
| Search | Find specific text within the report |
| Send the report to your printer | |
| Export | Download in PDF, Excel, CSV, Word, and other formats |
| Paper Size | Switch between Letter and A4 |
Receipts
Receipts are not part of the Reports page — they are generated during check-out, check-in, and transfer operations when you check the Show Receipt option.