Difference between revisions of "Equipment Report"

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[[File:eq_al1.png|1000px|alt="a screenshot of the equipment allocations button highlighted in the reports menu"]]
  
The Equipment report shows which organisation/person has which piece of equipment assigned. You can specify a date range and also part of the name of the piece of equipment if required (for example, "laptop", "wheelchair" etc).
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The system allows equipment to be setup and issued to organisations and people with an expected and actual return date. The allocations report looks at the date of issue and the expected return date.
  
Access the report by clicking '''Reports > Office Reports > Equipment Allocations'''.
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[[File:eq_al2.png|900px|alt="a screenshot of the equipment allocations report, containing a field for date of report and name of equipment."]]
  
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* '''Start Date''' - The start of the reporting period.
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* '''End Date'''  - The end of the reporting period, advisable not to use a large period as each day is displayed across the screen.
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* '''Equipment Name or Part of Name''' - Filters looking at the entered name or part of.
  
[[File:Reports_equipmentcriteria.png]]
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Click 'Display in Browser' button to run the report.
  
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[[File:eq_al3.png|alt="a screenshot of the equipment report results. It has columns for dates and rows for equipment. The name of the person using the equipment on the date is populated in the box."]]
  
Then select your options:
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In the above example we can see that between 01/01/2023 and 12/03/2023:
  
* Date range
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The drill bits were not loaned to anyone.
* "Equipment Name or Part of Name" is a text search on the names of pieces of equipment. Partial searches are allowed.
 
  
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Gardening tools were loaned to Mr. John Jones.
  
[[File:RAO_5.png|border]]
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The hand tools were loaned to Ms. Edith Williamson
 
 
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:23, 24 April 2014 (BST)
 

Latest revision as of 14:19, 27 November 2024

Helpheader small.png

"a screenshot of the equipment allocations button highlighted in the reports menu"

The system allows equipment to be setup and issued to organisations and people with an expected and actual return date. The allocations report looks at the date of issue and the expected return date.

"a screenshot of the equipment allocations report, containing a field for date of report and name of equipment."

  • Start Date - The start of the reporting period.
  • End Date - The end of the reporting period, advisable not to use a large period as each day is displayed across the screen.
  • Equipment Name or Part of Name - Filters looking at the entered name or part of.

Click 'Display in Browser' button to run the report.

"a screenshot of the equipment report results. It has columns for dates and rows for equipment. The name of the person using the equipment on the date is populated in the box."

In the above example we can see that between 01/01/2023 and 12/03/2023:

The drill bits were not loaned to anyone.

Gardening tools were loaned to Mr. John Jones.

The hand tools were loaned to Ms. Edith Williamson


Helpheader small.png