Full Inventory Report

1. On the Reports dialog, select Full Inventory from the list of reports and click RUN REPORT. See "Understanding results" for more information about your report results.
2. (Optional.) Adjust sorting options for optimal viewing. See "Customizing Viewing Options" in this topic.
3. To export results to a Microsoft Excel file (.xlsx), click EXCEL. To export results to a PDF, click PDF.

Your employee role must have the Edit System Report permission to save a customized version of a system report. See "Roles & Permissions" for more information.

You may want to run a version of an available system report that includes additional columns or statuses or other criteria typically available with custom reports. Depending on your employee role permissions, you can save a custom version of the system report under a new name, then modify the custom report to your heart's content in the Report Builder.

1. Run the Full Inventory report, as a jumping off point for your new custom report.
2. From your report results, click the SAVE AS button, and enter a name for your modified report.



3. Your report is saved and available as a custom report on the Reports dialog, but you are directed to the Report Builder to customize the criteria, columns, grouping, sorting, report access, and more. See "Report Builder" for more information about this tool.



Note: The Start Date and End Date have no impact on results in this report, as all active units at your current location are included, based on their current statuses (that is, not Removed From Fleet, Pending Import Details, Removed From Pending Import).

4. After you have finished modifying your report in the Report Builder, click Save. A message is displayed: "Are you sure you want to update report setup for [your Report Name]? Click OK to continue saving your new custom report.



5. Your new, modified version of the Full Inventory report will now be listed as an available custom report on the Reports dialog, so you can run it anytime.

By default, all columns are included in your report results. To hide a report column, click the Column Settings icon () > Columns, and select the column's check box.

To reorder columns, click and drag column headers left or right. To expand the size of a column, hover your cursor to the right of the column, and click and drag to increase or decrease the column's width.

The breakdown of agreements is sorted by Agreement Number, by default. The breakdown of transactions per agreement is sorted by Transaction Date, by default.

To sort results by a column, you can either:

• Click the column header once to automatically sort results in ascending order (); click the header again to sort in descending order (); click the column header a third time to remove the sort. If no arrow is present in a column header, results are not sorted by that column.
• Click the Column Settings icon () and select Sort Ascending or Sort Descending.

1. Click the Column Settings icon () > Filter. Use the lists to indicate the criteria by which you want to filter results, and enter the value to be used for comparison.

• For numeric values: Indicate whether you want to view results that are greater than or equal to, equal to, or less than or equal to a certain value.
• For alphabetical values: Indicate whether you want to view a subset that starts with, contains, does not contain, ends with, or is equal to a certain value.

2. To add more criteria, select AND or OR from the list. Then repeat the above steps using the second set of fields to type another value for comparison.
3. Click Filter.