Open Items Report

This report will print all items currently out on rent. 

How to get here

Expert:  Program Menu > # 15 Inventory Reports > Open Items by Group

Elite: Right Menu > Reports icon > Search for "Open Items by Group"

How to Set Up as an Automatic Report

If needed, this report can be set up multiple times for individual customers.

Getting there

In Expert: Program Menu > #9 Configuration > Reports and Notifications > Automatic Reports 

In Elite: Gear icon > App Configuration > Reports and Notifications > Automatic Reports

Setup

For a more detailed walk through of creating an Automatic Report, see our article Automatic Reports.

1. To begin, press Add located in the bottom right corner.
   
   
   

Reports tab

2. Enter a Description (name the report).
     
3. Enter a store location. For all locations, enter "000".
      
4. The report file name is OpenItemsByGroup.rpt or OpenItemsByGroup.SQL.rpt (dependent on your database type). 
     
5. Set up your intervals for printing, file creation, emailing, or faxing. If you want to the report to be saved as a file, under File Save > File Name, enter a file name and extension.  For example, The extension entered in the File Name will determine how the file will be saved.
   • If you choose to email this report, you can add multiple emails by using a comma to separate them. 
     
     
     

Details tab

6. The expected parameter for ‘GroupBy’ (on the Details tab) is one of the following: (These are case sensitive)
   • Jobsite (jobsite)
   • Contract Sales Rep (This is the Salesrep on the contract)
   • Item Division (Item Division)
   • Payment Method (Payment Type)
   • Hour Meter Items
   • Item Header
       
7. Selection Criteria can be set as follows to limit the data:
   • For a specific store - {Transactions.STR} = ‘xxx’ (replace ‘xxx’ with a 3 digit store number)
   • For a specific customer – trim({Transactions.CUSN}) = ‘xxxxxx’ (replace ‘xxxxxx’ with the customer number.
   • For an Item Division – {ItemDivision.DivisionNumber} in [x,x,x] (replace the x with your Division Number)
   • For an Item Category – {ItemCategory.Name} in [x,x,x] (replace the x with your Category Number)
       
8. Use the Test Report option at the top of the screen to ensure setup is correct.