To Create an Equipment Report

Create a project equipment report that includes all equipment and any referenced attachments, custom fields, comments, or signatures.

There are three types of equipment reports.

• Equipment Issues reports show the details of issues created for each piece of equipment.
• Equipment Status reports list all equipment items grouped by status.
• Equipment List By Type reports show a list of equipment grouped by type.

1. Click Reports > Equipment.
2. Select an equipment report.
3. For Sort By, select a sorting criterion, such as type or status.
4. Select an output format.
5. In the Filters section, select All for the timeframe. Leave the equipment type, equipment statuses, and locations blank. If no selection is made, all data for these fields is included in the report.
6. In the Extras section, select an option from the Show Attachments drop-down menu. Include comments, custom fields, signatures, and a cover page as needed.
7. Click Run Now, Schedule, or Save Report.