From Summer 1 Release 2023, say hello to more streamlined equipment management with full Reports functions! In just a few clicks, you can easily gather and organize all the information you need in various convenient formats.
1. EXPORT EQUIPMENT TO EXCEL
Why it helps
- Customized exports: Export only the equipment you need by customizing your view
- Increased productivity: Save time by exporting your equipment list quickly and easily
- Better collaboration: Share your exported equipment list with your team
- Data analysis: Use the exported data for analysis, reporting, or other purposes
How to do it
Export all equipment from a view
Important notes:
- Limit: You can only export up to 10.000 items.
- All display fields in your current view will become columns in the .xlsx file. Therefore, we strongly recommend you to customize the equipment list beforehand.
- Do not select any equipment before exporting. If you select the checkbox next to the ID column, only loaded equipment are selected instead of the complete equipment list.
Here’s how:
- Customize your view to get the required data.
- Do not select any equipment; otherwise, only selected equipment will be exported.
- Click on Report on the toolbar → Select Export to Excel.
- The icon
indicates that Onix Work is processing your data. Once done, the Excel file will be automatically downloaded to your computer.
Export only selected equipment from a view
Important notes:
- Limit: You can only export up to 10.000 items.
- All display fields in your current view will become columns in the .xlsx file. Therefore, we strongly recommend you to customize the equipment list beforehand.
- Customize your view to get the required data
- Select the wanted equipment.
- Click on Report on the toolbar → Select Export to Excel.
- The icon indicates that Onix Work is processing your data. Once done, the Excel file will be automatically downloaded to your computer.
2. PRINT - EXPORT EQUIPMENT TO PDF
Why it helps
- Efficiency: Have an organized overview of your equipment
- Accuracy: Improve inventory tracking and resource allocation.
- Reliability: Streamline maintenance scheduling for timely inspections.
- Safety: Enhance safety measures and compliance with the industry’s regulations.
- Finance: Make informed decisions with accurate cost estimation and budget planning
How to do it
Important notes:
- Limit: You can only select up to 1000 equipment.
- All display fields in your current view will become columns in the .xlsx file. Therefore, we strongly recommend you to customize the equipment list beforehand.
- Do not select any equipment before exporting. If you select the checkbox next to the ID column, only loaded equipment are selected instead of the complete equipment list.
- Select up to 1000 equipment.
- Click on Report on the toolbar → Select Print.
- A new table will open and display exactly the display fields of your current view. Here you can:
- Sort your equipment: Click on the name of the field —> Select sorting order.
- Group your equipment: Click on the name of the field —> Select Group by [field name].
- Reset sorting or grouping: Click on the name of the field —> Select Default from view.
- Resize, reorder and remove unwanted columns:
- To reorder: Click on the wanted column and drag it to the desired location.
- To remove: Click on the name of the field —> Remove column.
- Add Notes: The notes will appear on the top of the file after being printed.
- Click on Print to make other printing adjustments and finish printing.
3. DOCUMENT LIST
Why it helps
- Quick access: Get all your equipment documents in one easy-to-read PDF file, based on their document type.
- Time-saving: Generate the Document List Report with just a few clicks.
- Organization: Keep your PDF documents organized and easy to manage.
How to do it
Important note:
- Limit: You can select up to 100 equipment.
- Only the most recent documents of each document type of the selected equipment are exported
- Format: All exported documents will be combined into 1 PDF file
Here’s how:
- Select up to 100 equipment.
- Click on Report on the toolbar → Select Document list
- In the pop-up panel, you can sort and select document types → Click OK and your document list is ready for use.
4. RENTAL HISTORY
Why it helps
- Streamlined tracking: Provide a concise record of rentals.
- Optimized resource management: Make informed decisions based on detailed rental data.
- Data analysis: Use the exported data for cost control, budget planning, or other purposes.
How to do it
Important notes:
- Limit: You can only select up to 1000 equipment.
Here’s how:
- Select up to 1000 equipment.
- Click on Report on the toolbar → Select Rental History
- Configure your date range and level of details —> OK —> A .pdf file will be generated for you to download or print.
To decide which details are included in the table:
- Turn on Show details toggle: The table contains rented equipment, date ranges and other details.
- Turn off Show details toggle: The table contains only the rented equipment and overall numbers.
5. QR CODES PER EQUIPMENT
Why it helps
- Efficient access: Easily retrieve vital equipment details.
- Enhanced safety: Ensure immediate access to safety guidelines and operating instructions.
- Improved customer satisfaction: Quickly and conveniently access product information.
How to do it
Important notes:
- Limit: You can only select up to 10.000 equipment.
Here’s how:
- Select up to 10.000 equipment.
- Click on Report on the toolbar → Select Generate QR codes per equipment
Set up your preferred Format:
a. QR code only format:
- Turn off the QR code only toggle: Customize the size and layout of the report —> Click OK and each page will contain 1 QR code with exactly the same layout.
- Turn on the QR code only toggle: Customize the size —> Click OK and each page will contain multiple QR codes without any details.
b. Sheet format:
- The QR codes are printed on A4 sheets, each of which contains multiple codes and related fields.
6. QR CODES PER LOCATION / AREA
Why it helps
- Efficient access: Easily retrieve vital equipment details.
- Enhanced safety: Ensure immediate access to safety guidelines and operating instructions.
- Improved customer satisfaction: Quickly and conveniently access product information.
How to do it
Here’s how:
- Click on Report on the toolbar → Select Generate QR codes per location, or Generate QR codes per area
- Set up Filter: Select the wanted company and locations/areas.
- Set up Size and Layout:
- Turn off the QR code only toggle to customize the size and layout of the QR codes.
- Turn on the QR code only toggle to generate QR codes without any other details.
7. QR CODES WITHOUT LINKED EQUIPMENT
Why it helps
- Flexibility: Utilize QR codes for various purposes.
- Efficiency: Easy tracking and organization of equipment.
- Accuracy: Effortlessly encode and update the correct information.
How to do it
- Click on Report on the toolbar → Select QR codes without linked equipment.
- Set up the Quantity and Format.
- QR code only: generate a PDF file containing QR codes.
- Export to Excel: generate an Excel file containing URLs that you can use for linking later.
