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Reports — User Guide

Reports — User Guide

Module: Fixed Equipment
Audience: IT administrators, asset managers, HR operations
Version: 1.0.0
Last updated: 2026-07-22

Overview

Reports gives read-only views of Fixed Equipment activity and checkout-related data. Open Fixed Equipment → Report, choose a report from the left, then set a time period (and optional staff filter) to refresh the table.

Available table reports today:

  • Activity — who did what, to which asset, staff member, or location
  • Unaccepted assets — requestable checkouts in a specific request state (see agent doc for status semantics)

The middle column labelled charts-based report has no selectable reports in the current build.

Prerequisites

Task Permission
Open the Report screen Fixed Equipment → Report → View (or View own)
Filter unaccepted assets by staff Report → View (global) — View own users see only their own rows

Step-by-step: Run the Activity report

  1. Go to Fixed Equipment → Report.
  2. Under Report by table, click Activity.
  3. In the top-right Period dropdown, choose a range (e.g. This month) or Period datepicker for custom dates.
  4. Review the table: date, admin user, action, target (linked where possible), notes.

Expected result: Rows from the asset activity log for the selected period.

Step-by-step: Run the Unaccepted assets report

  1. Go to Fixed Equipment → Report.
  2. Click Unaccepted assets.
  3. Set the Period filter.
  4. If you have global report view permission, optionally filter Checkout for to one or more staff members.
  5. Use View on a row to open the related request in Requested.

Expected result: A list of matching checkout request records with asset name, serial, assignee, and notes.

Field reference

Control Description
Period Preset month/year ranges or custom from/to dates
Checkout for (Unaccepted assets only, global view) Multi-select staff filter
Report title Updates automatically when you switch report type

Common issues

Symptom Likely cause What to do
Empty table with no period All-time query may be large or empty Select a narrower period
Cannot filter by staff View own permission Ask admin for global Report view
Charts section empty Not implemented in current version Use table reports only
Row opens wrong request Linked checkout record ID Verify request status in Requested screen

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