To Create a Report

Create an issue, task, checklist, daily update, equipment, or account report with all custom properties. You can include any referenced files.

Equipment reports differ from other reports in that there are six types:

• Checklist Summary. A checklist for each equipment item.
• Issues. Details of issues created for each equipment item.
• Status. A list of all equipment items grouped by type status.
• Equipment Changes. A list of equipment changes including status changes, additions, and deletions.
• List By Type (Beta). A customizable list of equipment grouped by type.

1. Click Reports and select one of the following.
   • Issues
   • Tasks
   • Checklists
   • Daily Updates
   • Equipment
2. Do one of the following:
   • For checklists, issues, and tasks, select Details to load the report parameters.
   • For equipment, select a report type: Issues, Checklist Summary, Equipment Changes, List By Type, Status, or (Customizable) List By Type (Beta).
3. In the Filters section, select All from the Timeframe drop-down menu. Leave all other properties blank. If no selection is made, the report includes all data for these property fields.
4. In the Extras section, select an option from the Show Attachments drop-down menu. Then select the items to include.
5. Click Run Now to run the report.
6. Click Schedule to schedule a regular report.
7. Click Save Report to save the scheduled report to PDF.