Transaction Reports

There are three categories of reports in the system.

  1. Asset reports contain general details about the assets in the system.
  2. Transactions reports contain Check In and Check Out history
  3. Inventory reports provide asset details and specific information pertaining to a given physical inventory.

Transaction Reports

On the Transaction report tab, users can choose to report on All Transactions, Check Out History and Check In History.

 

There are three reports under the Transactions report tab including All Transactions, Check Out History and Check In History.

 

  1. The All Transactions report contains a list of all Check Out and Check In transactions.
  2. The Checked Out History report contains a list of all Check Out transactions.
  3. The Checked In report contains a list of all Check In transactions

 

Users can filter asset records in these reports by any combination of the following attributes:

  • Asset ID
  • Serial #
  • Checked Out To (for Checked Out only)
  • Project (for Checked Out only)
  • Transaction Time
  • Company
  • Building
  • Room
  • Department
  • Asset Type
  • Person
  • Status
  • Manufacturer
  • Model
  • Vendor
  • Account
  • Condition
  • Drop Down 1
  • Drop Down 2
  • Drop Down 3
  • Drop Down 4
  • Drop Down 5

alltrans

Clicking the export icon image-png-Oct-19-2021-07-50-43-38-PM will allow several file formats to be selected.

 

export2.0

Choose the desired file format to export the data.