Customer Reports

 

TrackAbout lets you generate a variety of customer-centric reports that show you the tracking details of the assets in your customer’s possession.

• Asset Balance Report — This report calculates the complete balance of the selected customer, departments included.

• Asset List Report — This report displays all the unique scanned assets out to the selected customer as of a specified date.

• Asset Search — Pulls assets in the customer's possession based on selected criteria. This can be done through using barcodes, serial numbers, project codes, and asset classifications, as well as other criteria.

• Inventory Worksheet — This option automatically produces a printable worksheet of assets with a customer and lists the expected number of assets. It includes a number for assets which were not scanned.

• Rental Balance — This report displays the current rental balance of the selected customer and all departments that bill with this customer. Only enabled for rental customers.

• Transfer Activity — This page displays all asset transfer activity for a customer (and optionally its departments, if any exist) over the specified date range.

• Unexpected Transfers — This report shows any unusual or suspicious transfer activity for the specified customer and optionally, its departments. This typically indicates theft.

• View Balance Changes Details — Displays the types of assets that have been delivered to or returned from the customer within a period of time. Data can be displayed based on date and asset type selections.

• View Balance Changes Summary — This report shows a summary of balance changes for a given customer and asset type.