All Assets & Transaction Reports

The Reports engine provides comprehensive data filtering, customized views, and multi-format exporting across all database records, transactions, and audit sessions.

7.1 Grid Customization & Filter Controls

• Customizing Columns: Reorder or toggle the visibility of grid columns per browser using the column customization tool.
• Saved Filters: Save frequent filter combinations such as Personal Filters (private to your user account) or Shared Filters (administrators can publish account-wide saved filters).
• Exporting Data: Export any filtered report data set to Excel (xlsx, .xls), CSV, HTML, or PDF.

7.2 Master & Transaction Reports

• All Assets: Complete view of the entire asset database with filters for location, department, type, status, vendor, active state etc. Toggle between currently checked out assets and currently checked in assets and filter by check-out date, person, and project.

• Transaction History: Dedicated historical logs for tracking chain-custody over time of all check ins and check outs.