Creating Equipment Summary Reports

This guide will show you how to create a summary report for your equipment. For example, you may want to see how many jobs have been made for a particular make of equipment, to give you some analysis on those particular makes.

First, go to Reporting > Report Wizard.

Select Equipment > Equipment Summary for the category and click ‘Next’.

Tick the ‘Include all results’ box and select ‘Next’.

In this example, we will create a summary report of total jobs by ‘Equipment Make’.

In the ‘Columns to include in the report’ select ‘Jobsheet Count’ and press the arrow so it goes into the right-hand box.

In the ‘Properties to group by’ select ‘Make’ and press the arrow so it goes into the right-hand box.

Finish by clicking Next > Finish.

This will now create a summary report of total jobs created by make.

You can then see how this looks in a graph by clicking on ‘Chart’.