Transaction 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.

Transaction Reports

The Transaction report tab allows users to view the All Transactions report, Check Out History report and Check In History report.

 

The All Transactions report contains a full history of all check-ins and all check-outs that have occurred in the account.

In addition to the filtering options found in the All Assets report, users can filter by:

  • Checked Out To
  • Checked Out Project
  • Transaction Time (From date/time and To date/time)

The Check Out History report contains all check out transactions.

 

The Checked In report contains all check-in transactions.