Navigating the ins and outs of inventory can be a handful, right? That's where ServiceCore's Inventory History Report comes in handy.
Think of it as your go-to tool to get a quick peek into where your products have been and where they are now. No more guesswork – just clear, easy-to-understand info. Ready to dive in? This guide will walk you through the cool features of the report, how to pull it up, and some tips to get the most out of it. Let's get started!
Quick Overview: Instantly view all your products and their current availability.
Status Navigation: Seamlessly switch between active and inactive products.
Historical Insight: Discover the journey of itemized units, understanding where they've been in the past.
Geographical View: Visualize all units on a map, covering both active rentals and historical data.
How to Access the Inventory History Report
To do access the Inventory History Report, follow these steps:
- Head over to the Reports section of ServiceCore
- Under "Standard Reporting," click "Inventory History Report"
Toggling Between Datasets
The report is equipped with various toggles to customize your data view:
Products: Overview of all products and their current statuses.
Active Status: Determine if individual itemized units are active or temporarily out of service.
Historical Data: Delve deep into each product's past.
Locations: Pinpoint current item locations on a map.
Detailed Data: Combine active and historical data in a comprehensive table.
About Inventory History Report Filters
The Inventory History Report offers a range of filters to help you narrow down and view specific data:
Units Updated At: Filter by the date range when units received their last update.
Product: Focus your search based on specific product types.
Serial Number: Search for specific serial numbers.
Rental Number: Filter results by specific rental numbers.
City: Refine results based on city.
How to Export the Inventory History Report:
Exporting your Inventory History Report is a breeze. Whether you prefer CSV or Excel, here's how to do it:
- First, ensure you've set up all the appropriate filters to capture the data you want.
- Hover your mouse cursor over the "Details" portion of the report.
- As you hover, you'll notice three vertical dots appearing on the top right.
- Click on these dots.
- From the dropdown, select Export.
- Choose your preferred export format, either CSV or Excel.
- Patiently wait for your download to initiate and appear.
So, that's the lowdown on ServiceCore's Inventory History Report! It's like having a superpower for your inventory, letting you peek into the past and stay on top of the present. With this guide in your back pocket, you're all set to rock that report. Dive in, have fun, and let the good times (and insights) roll!