This report shows you an overview of your items in custody and their current value.

Important

In order for this report to be useful, make sure you have enabled your custody feature.

In order to have the items' current value included in the report, please choose your depreciation method and include items' purchase information. 

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 your Item: Custody summary report

  • Go to Reports
  • Go to the Item section
  • Choose Custody summary
  • Add extra filters by clicking on the advanced search icon:
  • Or filter by custom fields:
  • Choose to Print or Export your report in the top-right corner:

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