Job Site History Report
The Job Site History report summarizes everything that happened at one job site: which equipment was delivered and removed, which vehicle brought it and took it away, when, and how many days it stayed.
1 Open Report > Job Site History | 2 Pick Job Site Choose the job site. | 3 Run Click Run Report. | 4 Review Check deliveries and pickups. |
Before You Begin
Use This Report To Answer
- What equipment is still on this job, and what has been picked up?
- How many days was each piece on the job (for billing)?
- Which truck delivered or removed a piece of equipment?
What You'll Need
- Your Overview portal user name and password
- The name of the job site
NOTE Only equipment that was at the job site for at least 4 hours appears on this report. Brief stops, like a truck passing by, are left out. |
Run the Report
1Open Job Site History
From the left-hand menu, select Report, then Job Site History.
2Choose the job site
Click the Job Site field and pick the job from the list, or start typing its name to narrow the list.
Only open job sites are listed. Check Show Closed to include job sites that have been closed.
3Run the report
Click the Run Report button (▷) next to the report title.
Read the Results
Each row is one piece of equipment that was at the job site.
| Column | What It Means |
|---|---|
| Category | The equipment category, such as Dehumidifier. Blank if no category is set. See Setting Up Equipment Categories. |
| Asset Type | The make or model of the equipment. |
| Asset Name | The equipment's name. |
| Group | If your portal utilizes grouping, the group will be displayed in this column. |
| Duration (days) | How many days the equipment was at the job site. If it hasn't been removed yet, this keeps counting. |
| Equipment Delivered | When the equipment arrived at the job site. |
| Equipment Removed | When the equipment left. N/A means it's still there. |
| Delivered By / Removed By | The vehicle that brought or took the equipment. |
| Asset Comment / Asset Assigned To | The Comment and Assigned To details from the equipment's record. |
Special Values
| You See | What It Means |
|---|---|
| N/A in Equipment Removed | The equipment hasn't left the job site yet. No removal time or vehicle is shown. |
| Untracked Vehicle? | The equipment moved, but the vehicle that carried it isn't tracked by Overview, so it can't be named. |
| Background Sweep | The equipment was already at that location before the job site was created in Overview. It's counted as delivered at the moment the job site was created. |
TIP Before closing a job, run this report and filter Equipment Removed for N/A (Contains). Anything listed is still on site and needs to be picked up. See also Background Sweep for Job Site History Report. |
Filter and Sort the Results
Click the funnel icon under any column heading, choose how to match (such as Contains or Does not contain), type a value and click Apply. Click Clear to remove it. Click a column heading to sort: once for ascending, again for descending, and a third time to turn that sort off.
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 in .xlsx format. |
| Run Report (▷) | Runs the report with your current choices. |
Troubleshooting
| Issue | What to Try |
|---|---|
| I can't find the job site | Check Show Closed. The job site may have been closed. |
| The table says "No records available" | Click Run Report. If it's still empty, no equipment stayed at that job site for 4 hours or more. |
| Equipment I know was there is missing | It may have been there less than 4 hours, or its tag wasn't heard while it was there. Check it with the Equipment History report. |
| Delivered By shows "Untracked Vehicle?" | The equipment was moved in a vehicle without an Overview tracker. |
Quick Reference
| Do | Remember |
|---|---|
| Pick the Job Site, then Run Report | Only stays of 4+ hours are shown |
| Check Show Closed for finished jobs | N/A removed = still on site |
| Filter Equipment Removed before closing a job | Background Sweep = there before the job was created |
Related articles: Equipment History Report · Missing Equipment Report · Background Sweep for Job Site History Report
NEED HELP? Overview Customer Support Email: overviewcustomerservice@logikos.com Please include the job site name with any support request. |