Introduction
The video provides an overview of GearLog's reporting tool and explains how to build
reports, using the past Inspections report as a detailed example.
Available Reports
- Past Inspections: Excellent for displaying compliance history
and tracking completed inspections.
- Overdue and Upcoming Inspections: Useful for identifying missed
inspections and planning future workload.
- End of Life: Locates equipment nearing or already at its end of
life; combined with tracking equipment value, it can be a forecasting tool for
budget planning.
- Usage Tracking: Offers an overview of who has been using which
equipment and for what purpose.
- Inventory: A complete list of equipment, serving as a valuable
tool for your insurable asset list for insurers.
- Stock Report: If using the stock tracking tool, this report
helps view over and under stock levels across the organization or at a certain site.
- Loans Tool: Shows who has what equipment and whether it is
overdue for return.
- Reservations Report: Useful for viewing made reservations, and
in conjunction with the payments report, payments taken for reservations.
- Qualifications Tracking: If using the qualification tracking
module, this report shows user competencies and checks, including who is in
date, out of date, or needs renewal.
- Tracking Tool: Used to track the movement of assets to and from
sites.
- Plan Tool: Useful if using the planning tool to set up future
activities, considering necessary skills, equipment, and participants.
How to Build a Report (using Past Inspections as an example)
All reports function similarly and have three main steps:
- Set a time period: Choose a time window for the report.
- Set a content filter: Select the information to include, such
as filtering by location and equipment type (e.g., a climbing center and
climbing and bouldering equipment).
- Customize the report: Hide or show different fields (columns)
to only include relevant information. You can also reorder the fields using a
numerical value.
Publishing and Exporting the Report
Once generated, reports can be published (exported) in three formats:
- Microsoft Excel Spreadsheet
- Raw Data (CSV file)
- PDF
PDF Customization Options
Before exporting to PDF, you can:
- Rename the report.
- Add a logo (either the default from your account profile or a specific one for
the report).
- Add a digital signature if required to witness the report.
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