With an Equipment Report Wizard, users can generate a customized report that pertains to laboratory equipment.

Under the "Basic" section of the Equipment Report Wizard, there are three module options available: Equipment, Booking, and Service, each of them providing you with the specific data you need. To obtain instructions on how to create reports for these three modules, refer to the bottom sections of this article.

 

Equipment

The Equipment module option in the Equipment Report Wizard allows users to set up a report regarding registered equipment under this account. The 3-step wizard will guide you through the process of creating it.

To begin, select the "Equipment" radio button option in the "Select module" input field and proceed with specifying the desired elements for the following report results.

 

BASIC

Date range: The report will provide information on equipment for which changes were made during the specified period of time. If you do not specify any dates, the report will include data about all equipment changes made from the beginning until now.

Filter status: Under this report option, you can specify the current condition of the equipment you want to be informed about. There are six equipment conditions available to choose from:

• Usable (no other status is active): If you want a report on all chemicals that are currently usable, use this option. If this option is selected, you will not be able to obtain data from any other statuses (conditions) located under this option. For the Usable Filter status option, the date range input is crucial:
  • INSERTINGS ONLY "FROM" DATE: Ensure that you specify equipment that does not have archive logs and that its last unarchive log occurred before the inserted "FROM" date.
  • INSERTING ONLY "TO" DATE: Ensure that you specify equipment that is unarchived and has never been archived in the past.
  • INSERTING "FROM" AND "TO" DATES: Ensure that you specify equipment that does not have archive logs and that its last unarchive log occurred before the inserted "FROM" date. Make sure the equipment has not been archived during the date range.
• Out of warranty: The report will provide data about equipment that is out of warranty.
• New created (use date range): The report will provide data about newly created equipment. Ensure that you specify the date range to make use of the report results. If the date range is not specified, the report will not provide any results.
• Service overdue: The report will provide data about equipment for which services are overdue. Only equipment with unarchived services will be included in the report.
• End of lifetime: The report will provide data about equipment whose lifetime is over.
• Archived: The report will provide data on all equipment that was archived within the selected date range.

NOTE: Out of warranty / End of Lifetime / Service overdue options are not mutually exclusive. If an equipment warranty has a date range within a specified period but the End of Lifetime date falls outside of it, the equipment will still be included in the report list. The same applies to Service overdue. However, if both Out of warranty and End of Lifetime are selected, the equipment will be displayed on the list only if both statuses are active simultaneously.

You can choose one or more options unless they are specifically excluded. For example, if the "Usable" option is selected, you will not be able to obtain data from any other statuses (conditions) located under this option.

 

ADVANCED

Brand: The report will provide data only about the specified Brand that you insert here. If you leave this input field blank, the report will not consider the brand when outputting the data.

Model: The report will provide data only about specified equipment models. If you leave this input field blank, the report will not consider the model when outputting the data.

Equipment name: The report will provide data on equipment specified in this input field. If you do not define equipment, the report will provide status data about all the equipment under this account.

Location: The report will provide data only about the equipment at the specified location. If you leave this input field blank, the report will not consider the location when outputting the data.

Description: The report will provide data only about the equipment that has a specified description. If you leave this input field blank, the report will not consider the description log when outputting the data.

 

USERS & LAB

Lab: The report will provide you with data about the equipment in the specified lab.

Users: The report will give you a status report of equipment whose status was changed by selected users. If none of the users is specified, the report will provide information on equipment whose changes were made by any user utilizing the license of the account in use.

 

 

In the new step, you will be presented with the output of the selected data. If you want to make changes, you can return to the previous page by clicking on the "Back" button.

There are four options for obtaining your report:

• Download as CSV: You will receive a .csv document containing the selected data from the first step of creating the report. As you click on the button, the document will start downloading to your computer.
• Send to mail: after clicking on this button, you will need to insert your email address to which the report will be sent. You can select one or more users.
• Save as periodic: If you want to be regularly informed about specific changes of equipment in the lab, save this report as periodic, and users will receive a report via email regularly.
• Download .csv with history: This option will provide you with a .csv file along with the equipment history, giving you even more precise data about the equipment status.

By clicking on the "Link" icon at the end of each list element, you will be directed to the Equipment details page.

 

 

Bookings

Bookings report option enables users to set up a report regarding bookings that were made on registered equipment under this account. To specify the report results, insert:

BASIC

Date range: The report will provide you with bookings between two inserted dates that are going to happen or have happened in the past. If you do not specify any dates, the report will provide you with data about all created bookings for the specified equipment.

Equipment name: The report will give you data of all bookings that were made for this equipment. In case you do not define equipment, the report will provide data about bookings of all registered equipment in the specified date range.

Users: The report will provide you with all bookings that were booked by defined users. If none of the users are specified, the report will give you data about all bookings of specified equipment in the specified date range made by any of the users that use the license of the used account.

Keep in mind that bookings on archived equipment will not show. Make sure that you unarchive equipment to include booking in the report.

 

 

In the next step, there are four options for obtaining your report:

• Download as CSV: You will receive the .csv document with selected data from the first step of creating the report. As you click on the button, the document will start downloading to your computer.
• Send to mail: after clicking on this button, you will need to insert your email address to which the report will be sent. You can select one or more users.
• Save as periodic: If you wish to receive regular updates regarding changes to bookings within the specified date range, for selected equipment, or made by specified users, save this report as periodic. Users will then receive the report via email on a regular basis.
• Download .csv with history: This option provides a .csv file along with the booking history, offering more precise data about the past events related to selected bookings.

By clicking on the "Link" icon at the end of each list element, you will be directed to the Equipment details page. Here, you can review any additional information regarding specific bookings that appeared on the report list. (for example: booking notes).

 

 

 

Services

The "Services" option in the "Select module" input field enables users to generate a report specifically for equipment services.

To begin, select the "Services" radio button option in the "Select module" input field and proceed with specifying the desired elements for the following report result options (make sure to choose only one option at a time):

Date range: The report will provide a list of services for which changes were made during the specified period of time. If you do not specify any dates, the report will give you data about the status changes of services that occurred from the beginning until now.

Done: The report will provide a list of services that changed their status to "Done" within the specified date range. If you leave the date range blank, the report will give you a list of all registered services with a "Done" status.

Overdue: The report will list services with overdue statuses. Make sure that you leave the date range blank to use this status filter.

Upcoming: The report will list upcoming services in the next 30 days from the selected date range. If you leave this input field blank, the report will list upcoming services from the current date.

Not in time: The report will list services that have not been marked as "Done" by the expected date or before the expected date. The "Not in time" filter option, in combination with a date range, displays services whose service date occurred within the selected date range but have not been marked as "Done."

Archived: The report will list all archived services within the selected date range.

 

 

As with the equipment and bookings, there are also four options for obtaining your report:

• Download as CSV: You will receive a .csv document containing the selected data from the first step of creating the report. As you click on the button, the document will start downloading to your computer.
• Send to mail: after clicking on this button, you will need to insert your email address to which the report will be sent. You can select one or more users.
• Save as periodic: If you want to be regularly informed about specific changes of services in the lab, save this report as periodic, and users will receive a report via email regularly.
• Download .csv with history: This option will provide you with a .csv file along with the service history, giving you even more precise data about the current service status.

By clicking on the "Link" icon at the end of each list element, you will be directed to the Service details page.

 

 

To access details on the time, user, and names of previously generated reports, navigate to the Equipment Report History, located below the Equipment Report Wizard on the general submodule list (left side of the screen).