Inventory Reports

All reports in RedBeam (apart from Closed Inventory Reports) allow users to filter, save filters, customize column order and visibility and export reports.

 

If users repetitively select the same filtering criteria, Users may save personal filters with the  icon. Admin users may save shared filters for all users in the account with the icon.

 

To save a personal or shared filter, select the filtering criteria on the Filter By pane, click the desired icon, and name the saved filter.

 

 

Click the Saved Filters pane to access all personal and shared saved filters. Click on the saved filter to activate the saved filter criteria.

 

Delete a saved filter by selecting it and clicking the icon.

 

Users can edit the asset grid view with the icon, allowing users to hide column visibility with the icon, and adjust column order by dragging the field names up and down.

 

Editing column order and visibility is per-browser, so one user’s view will not affect that of another user.

 

Asset data can be exported using the icon.

 

Exported files will reflect the column order and column visibility as altered by the icon.

 

Users can export files in the following formats.

Choose the desired file format to export the data.

Inventory Reports

 

From the Inventory report tab, users can choose to view Open Inventory reports or Closed inventory reports.

 

For an Open inventory, users can select from the following types of inventory reports:

 

  • All Assets –A report on all assets in the inventory
  • Found – A report on all found assets.
  • Unfound – A report on all unfound assets.
  • New Room – A report on all assets with updated locations during the inventory.
  • New Serial – A report on all assets with an updated serial number during the inventory.
  • New Status – A report on all assets with an updated status during the inventory.
  • New Asset – A report on all newly added assets during the inventory.

 

 

Once an inventory is Closed, the inventory data can no longer be filtered in the system, but the complete inventory data can be viewed in the grid or exported.