Equipment Location Report
The Equipment Location report gives you a live count of your equipment by where it is right now: how many of each equipment category are in each warehouse, on each vehicle, at each job site, or in a place Overview can't confirm.
1 Open Report > Equipment Location | 2 Run Click Run Report. | 3 Filter & Sort Narrow down to what you need. | 4 Act Download or follow up. |
Before You Begin
Use This Report To Answer
- How many air scrubbers are in the warehouse right now?
- How much equipment is out on job sites?
- What is on Truck 107?
- How much equipment was dropped or hasn't been seen recently?
What You'll Need
- Your Overview portal user name and password
- That's it. This report has no dates or settings to fill in.
NOTE Equipment Location is a snapshot of right now. To see where a piece of equipment has been over time, use the Equipment History report. |
Run the Report
1Open Equipment Location
From the left-hand menu, select Report, then Equipment Location.
2Run the report
Click the Run Report button (▷) next to the report title. The table stays empty until you do.
Read the Results
Each row is one location and one equipment category, with the count of that category at that location. A location with more than one category gets one row per category.
| Column | What It Means |
|---|---|
| Container Asset Name | The warehouse, vehicle or job site holding the equipment (for example, A-TRUCK 107 or Main Warehouse). |
| Container Asset Type | What kind of location it is, such as Warehouse, Water Loss Vehicle or Water Loss Job Site. These types come from how your company set up its assets. |
| Equipment Category | The category of equipment, such as Air Scrubber or Heater. |
| Equipment Category Count | How many pieces of that category are at that location right now. |
Equipment Whose Location Is Not Known
Two special rows collect equipment that isn't confirmed to be in a warehouse, vehicle or job site:
| Row | What It Means |
|---|---|
| <Equipment was Dropped> | Equipment that left a vehicle somewhere other than a warehouse or job site. |
| Unseen Tags | Equipment whose tag hasn't been seen by any tracker for a while, so its current location can't be confirmed. |
TIP Check these two rows regularly. To find out where a dropped or unseen piece is, use the Missing Equipment report or Find > Dropped Equipment and Find > Unseen Equipment. |
About "No Category"
Equipment that hasn't been given a category is counted under No Category. If most of your equipment shows up there, the report can only tell you how much equipment is at each location, not what kind.
IMPORTANT To get a useful breakdown, assign a category to your equipment types under Admin > Asset Type and Admin > Asset Type Category. Equipment Categories |
Filter and Sort the Results
1Filter a column
Click the funnel icon under any column heading. Choose how to match, type a value, then click Apply. Click Clear to remove the filter.
| Match Option | Use It To |
|---|---|
| Contains | Find rows containing your text. For example, type Vehicle in Container Asset Type to see only vehicles. |
| Does not contain | Hide rows containing your text, such as No Category. |
| Equals / Does not equal | Match an exact value, such as one warehouse name. |
| Is empty / Is not empty | Find rows where the column is blank, or isn't. |
2Sort a column
Click a column heading to sort by it. Click again to reverse the order. The arrow shows the direction, and the small number shows the sort order when more than one column is sorted.
TIP To see everything of one kind in one place, filter Equipment Category to the category you want (for example, Air Scrubber), then sort by Container Asset Type. |
Other Buttons
| Button | What It Does |
|---|---|
| Information (i) | Shows a short description of the report. |
| Reset Columns (↦↤) | Resets any columns you resized and fits the column widths to the data. |
| Download (⬇) | Downloads the results as .xlsx format. |
| Run Report (▷) | Runs the report, or refreshes it with the latest counts. |
Troubleshooting
| Issue | What to Try |
|---|---|
| The table says "No records available" | Click Run Report (▷). The report doesn't run on its own when you open it. |
| Almost everything shows "No Category" | Your equipment types haven't been assigned categories yet. See About "No Category" above. |
| A filter hides everything | Click the funnel icon on each filtered column and click Clear. |
| The counts look out of date | Click Run Report again to refresh. Counts depend on trackers reporting the equipment, so a recent move can take a little while to show. |
| I need a total for a category | Filter to that category and add up the counts, or download the report and total it there. |
Quick Reference
| Do | Remember |
|---|---|
| Click Run Report after opening | It shows right now, not history |
| Filter Equipment Category to count one kind | No Category means no category assigned |
| Check Dropped and Unseen rows regularly | Click Run Report again to refresh |
Related articles: Equipment History Report · Missing Equipment Report · Setting Up Asset Types & Categories
NEED HELP? Overview Customer Support Email: overviewcustomerservice@logikos.com Please include the report name and what you were filtering for with any support request. |