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Check-out Report: Report by Custom Field
Check-out Report: Report by Custom Field

Build your own check-out report and have a quick overview of your check-outs linked to very specific custom fields

Mateus Savaris avatar
Written by Mateus Savaris
Updated over 2 years ago

Our Check-out Report displays a check-out summary grouped by the custom field of your choice. This report will show you how many check-outs have been completed linked to, e.g., a certain project code, sales representative, or other information captured in your custom fields on the check-out level. It will also show you how many of those were overdue and how many items were checked-out during a certain period of time.

Important

In order for this report to be useful, you have to have several custom fields set up in Cheqroom.

Enabling the Reporting add-on

  • Click Settings in the bottom left corner of your screen

  • Click Add-ons

  • Scroll down to Reporting

  • Make sure it's activated

Using the Check-outs: Report by Custom Field

  • Go to Reports

  • Go to the Check-out section

  • Choose Report by Custom Field

  • Select the custom field you want a report for by choosing from the drop-down list:

  • Add extra filters by clicking on “Add filter”:

  • Or group by other custom fields:

  • Choose to Print or Export your report in the top-right corner:

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