The Equipment Inventory Summary Report provides a detailed view of the equipment added through the Add/Edit Equipment page. While the Add/Edit Equipment page is used to enter and manage equipment records, this report allows customers to filter, view, and export their equipment list based on key criteria. Users can generate reports by Display Option (Active, Retired, or Both) and Asset Type (On-Road or Off-Road), with additional filters for Equipment Type, Manufacturer, and Company. Report data can be exported using Print Table, Download CSV, or Excel-Formatted CSV options. Customers can also include extra column data—such as User-Defined Fields and BUS connection status—by selecting the desired checkboxes under Report Options. This page can also be accessed directly from the Add/Edit Equipment page by clicking the “Go to Equipment Inventory Summary Report” box next to the + Add New Equipment box. Once filters and options are selected, click Generate Report to view the results.

To access this feature:

Go to: Fleet > Equipment > Equipment Inventory Summary