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How to create an Equipment Details Report

Equipment is a key resource tracked within your Daily Reports — recording what equipment was used on the job site, its type, company, and active/idle hours. The Equipment Details Report pulls this information out of your Daily Report entries into a single table, making it easy to review equipment usage across a date range without opening individual entries.

Running the Report

From the Report Log, open the Equipment Details report and click Configure to set up your criteria:

  • Date range (required) — Choose the date range of Daily Reports to include. Quick shortcuts are available: This Week, Last Week, Last 7 Days, This Month, Last Month, or Reset to clear your selection. Defaults to This Month.
  • Equipment (required) — Choose which equipment to include. Populated from everything recorded in an Equipment Details table on a Published or Archived Daily Report. Defaults to all equipment found.
  • Status (required) — Choose which Daily Report statuses to pull from (In Progress, Submitted, Under Review, Approved). Defaults to Approved only.
  • Associated Items (optional) — Narrow results to equipment entries tied to specific pay items. Defaults to all items found.
  • Company (optional) — Narrow results to equipment from specific companies. Defaults to all companies found.

When a field allows multiple selections, chosen values display as chips; if there isn't room to show them all, the field will show a chip indicating how many additional values are selected.

Click Run to generate the report, or Cancel to close the flyout without changes. You can reopen Configure at any time from the Report View page to adjust your criteria and re-run the report.

TIP: Double clicking the report will open and run the report using the most recently used report configuration criteria.

 

Viewing the Report

The report displays one row for every time a piece of equipment was recorded in an Equipment Details table entry — so if the same piece of equipment appears multiple times across different Daily Reports (or even multiple times within one), each instance gets its own row.

Results are sorted by Date (most recent first), and then by Description alphabetically within each date.

Each row includes:

Column Source
Date Daily Report's Date field
Number Daily Report's Number field
Creator Daily Report's Creator field
Status Daily Report's Status field
Equipment Type From the Equipment list, for the equipment selected
ID From the Equipment list, for the equipment selected
Description From the Equipment list, for the equipment selected
Company From the Equipment list, for the equipment selected
Count From the Equipment Details table
Active Hours From the Equipment Details table
Idle Hours From the Equipment Details table
Associated Item Number Number of the item linked in the Equipment Details table
Associated Item Description Description of the item linked in the Equipment Details table
Equipment Remarks From the Equipment Details table

Field values display using the same format as their source field — for example, if Count is a number field with 2 decimal precision on the entry, it will show with 2 decimal precision in the report.

 

Exporting the Report

Click Export to choose between a PDF or Excel version of the report:

  1. A notification appears letting you know your export is processing.
  2. Once ready, you'll receive an email with a Download link. This link expires 3 days after the email is sent.
  3. The downloaded file is named Equipment Details Report Export [yyyy-mm-dd], using the date the export was generated.

PDF Export: Generated in landscape orientation using the standard report header and footer. Columns are sized to fit the page width, with longer text fields (Description, Company, Associated Item fields, Equipment Remarks) wrapping as needed. 

Excel Export: The header row matches the report's current column order, and each row matches what's shown in the report — the export contains the field values only, without any additional calculations.

If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.