Inventory Aging Report Overview

The Inventory Aging Report shows you how long your actively rented itemized units have been out in the field, tracking both the days since delivery and the days since each unit was last serviced.

Instead of guessing which units might be overdue for maintenance or sitting on a job site longer than expected, you can see exact days-out data for every rented unit in one place. This helps you catch service gaps before they become bigger problems and keep your units in better shape out in the field.

Before You Start

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels.
• The Inventory Aging Report only shows itemized inventory products.

Key Features

• Summary: Provides averages for days since delivery and days since last service.
• Filtering Options: Narrow the report by delivery date, product, usage, customer, rental PO number, and company. 
• Inventory Details Table: Each row provides detailed information for each unit including; product name, days since delivered, last service date, and rental number.

Run the Inventory Aging Report

To run the Inventory Aging Report, follow these steps: 

1. Click “Reports” in the top menu.
2. Scroll down and locate the Inventory Aging Report under the Finance Reports section.
3. Click the name of the report or the “Open Report” icon to run the report.

Inventory Aging Report Summary

Once the report loads, you’ll see an overview of the average days since delivery and since last service of your units.

• Average Days Since Delivery: The average number of days all actively rented units in the report have been out since delivery.
• Average Days Since Last Serviced: The average number of days since those units were last serviced.

Inventory Aging Report Filters

The right side of the report has a panel of filters you can use to narrow down which units show up in the report.

• Deliver Date Before or on: Show only units delivered on or before a specific date. 
• Product: Narrow results by specific product types. 
• Usage: Filter by how a unit is being used.
• Customer: Narrow results to a specific customer. 
• Rental PO Number: Filter results by a specific rental PO number.
• Company Name: Filter results by company. 
  • This filter is only applicable if you manage multiple accounts in ServiceCore.

Inventory Details Table

The Inventory Details table lists every actively rented unit that matches your filters, with details like serial number, product name, delivery date, days since delivered, last serviced date, days since serviced, and condition.

Table Hyperlinks

Some columns listed in the table, like Serial Number and Rental Number, are hyperlinked. Click the number to open the link directly without leaving the report.

Sort the Inventory Aging Report

After using the filters based on your preferences, you have additional options to sort the data that is presented in the table.

To sort the data in the table using the column headers:

1.  Click the options icon next to the header.
2. Select your sort preference or click the gear icon for additional options.
   • Each column can be sorted either alphabetically A-Z or Z-A OR numerically ascending or descending. For instance, the Days Since Delivered column will sort numerically while the Product Name column will sort alphabetically.

Export or Send the Inventory Aging Report

You can download or email the table in the Inventory Aging Report.

Export the Report

Once you have the table in the report displaying the information you want, you can download it for your records. 

1. Hover over the table so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”
4. Select your file preference in the list of options that appear in the dropdown and the report will download in the file format you selected.
   • When exporting as a PDF, you can choose Portrait or Landscape layout.

Please Note: You can export up to 1 million rows at a time. If your table contains more than 1 million rows, we recommend using filters to break the data into smaller, exportable chunks.

Send the Report

In addition to downloading the table in the report to your computer, you can also email it.

1. Hover over the table so a menu appears in the top right corner of the table.
2. Click the three vertical dots.
3. In the menu that appears, hover over “Export.”

4. Click “Export…” at the bottom of the list under the Send section.

   
   
    

5. In the pop-up that appears, click into the Destination field and select “Email” in the drop-down menu.
    

   
    

6. Enter the email address of the recipient.

7. Click “Export” to send an email with the report attached.

   
   
    

Please Note: On the final screen, you can also customize the email subject and message, select specific attachments and file types, or send the report as a .zip file.

 

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!