View the Inventory Report

The Inventory Report displays the statistics of inventory for the selected resource and date.

To view the Inventories report:
  1. Click Dashboard on the main menu.
  2. If you have multiple Dashboards, open the Dashboard which contains the Inventory Report.
  3. In the View pane, select a resource and the date for which you want to view the report.
  4. Click Inventory Report.
    The Inventory Report opens:
    This screenshot shows the Inventory Report.

    The report includes these columns:

    • Model: Indicates the model number of the inventory.
    • Type: Indicates the type of inventory as described by your organization.
    • Required: Indicates the quantity of the inventory that is required to complete the current route.
    • Installed: Indicates the quantity of the inventory that is installed for customers.
    • Overuse: Indicates the quantity of the installed inventory, which is more than the inventory shown as available. This happens in rare cases when the inventory catalog is not updated, or when a resource borrows the inventory from another resource manually.
    • Available: Indicates the quantity of the inventory that is available with the resource.
    • Missing: Indicates the quantity of the inventory that is required to complete the current route.
  5. Use the Print or Export options to print the report or to export in .csv format.