Equipment Report

To access Equipment Report, click on the Reports Module from the top dashboard> on the left panel, click Equipment Report.

A drop-down option will show its subcategories for the reports you want to see:

• Warranty Expiration
• Equipment Work History
• Equipment by Location

Warranty Expiration Report

Run this report to view all equipment that has an expired warranty, you will also see here more details of the equipment.

• Name
• Serial Number
• Install Warranty
• Manufacturer Warranty
• Customer Name
• Location – Location of the equipment

To view the Warranty Expiration Report, go to Reports Menu on the top> Click Equipment> on the drop-down click Warranty Expiration Report.

Generate Warranty Expiration Report

Select Start and End Date and then click on GET REPORT.

• Alternatively, you can also select a period rather than selecting a specific date: 
  • Expired | 1 Month | 2 Months | 3 Months

After we click on Get Report, we can now export the Warranty Expiration Report into Excel or PDF format by clicking on the Actions Button.

Actions Button

• Export to PDF
• Export to Excel
• Configure Report Columns
• Add to Favorites

Export Report

• Click on export to Excel or export to PDF to download the report to your computer. Either way, you can completely see the details in the report.  

Configure Report Columns

Enable or disable the columns on this report if you want to see them or not. When disabling the column/s, once you generate this report that specific column will be removed.

Uncheck columns you don’t want to see in the Report. Click SAVE after configuring.

Add to Favorites

If you are frequently using this Report, you can select and Add it to Favorites.

Equipment Work History

Run this report to view each of the customer’s equipment work history, you will also see here more details about the equipment.

• Equipment Name
• Manufacturer
• Model
• Serial Number
• Service Location
• History

To view the Equipment Work History Report, go to Reports Menu on the top> Click Equipment> on the drop-down click Equipment Work History Report.

Generate Equipment Work History Report

Select one Customer at a time and click on Get Report.

After we click on Get Report, we can now export the Equipment Work History Report into Excel or PDF format by clicking on the Actions Button.

Equipment by Location

Run this report to view each of the customer’s equipment by their Location, you will also see here more details about the equipment.

• Equipment Name
• Manufacturer
• Model
• Serial Number
• Service Location
• Equipment Location

To view the Equipment by Location Report, go to Reports Menu on the top> Click Equipment> on the drop-down click Equipment by Location Report.

Generate Equipment by Location Report

Select one Customer at a time and click on Get Report.

After we click on Get Report, we can now export the Equipment by Location Report into Excel or PDF format by clicking on the Actions Button.