Equipment report templateLast updated on 05/15/2023

Follow the steps to create a custom report based on the Equipment template and select the columns to include in your report.  The Equipment template includes the following columns:

• Equipment Code: Code of the equipment.

• Equipment Type: Type of the equipment

• Model: Model number of the equipment item

• Age: Age of the equipment

• Tags: Tags you add for the equipment

• Created By: The user who created the equipment

• Equipment name: Name of the equipment item as it appears in your pricebook Note: Click the equipment name to open the installed equipment record in a new tab.

• Manufacturer: Manufacturer of the equipment item

• Serial Number: Serial number of the installed equipment item

• Memo: Memo you add to the equipment.

• Lifetime Services Performed: Number of times the equipment was serviced in the past.

• Cost: Cost of the equipment

You can customize the report by selecting additional columns from the following sections:

• Equipment Basics: Common fields included on an installed equipment record

• Dates: Dates related to equipment, for example, Installed On and Last Service Date

• Customer Information: Common fields included on the customer record of the equipment owner

• Warranty Information: Equipment warranty details including dates, durations, and warranty job information

• Membership Information: Details on memberships that cover the equipment item, including recurring service information

Before running your report, set filters for installation dates and equipment types:

1. To include all installed equipment, select Ignore Filter By Install Date.

2. Click the Installed From - Installed To field to set date filters for an installation date. You can:

   • Use the calendar to select a specific date range and click Apply.

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM

     • Last 7 Days: Previous seven days, including the current date

     • Last 14 Days: Previous 14 days, including the current date

     • Last 30 Days: Previous 30 days, including the current date

     • Month to Date: From the first of the current month to the current day

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including the current date

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day

     • Year to Date: From January 1 of the current year to the current day

     • Last 365 Days: Previous 365 days, including the current date

     • Last Year: Entire year before the current year. 

3. Click the Equipment Type dropdown and select the equipment types you want to include in the report. If you don’t select any, the report includes all equipment types.

4. When you’re done setting your filters, click Run Report. Tip: Click Edit Columns to add and remove columns. For further customization, you can also arrange and filter your results.

• See Create custom reports

• See Edit custom reports

• See Run, filter, and export reports

• See Schedule reports