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How do I save a report?

Learn how to save a report in itemit for easy access and future reference.

Charlotte avatar
Written by Charlotte
Updated over a week ago

itemit incorporates a powerful reporting tool on the web portal, that gives you complete flexibility and allows you to generate any custom report you need. In this guide, we’ll walk you through the easy steps to saving a report.

Steps on how to create and save a report:

  1. To access reports, simply click on the "Reports" tab.

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  2. Click on "Edit View" in the top right hand corner, then choose "Select Filter"

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  3. Apply your filters then click "Save as Report"

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  4. "Enter report name" and choose who can access the report accordingly.

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  5. The generated report will be saved in the "Custom Reports" section for quick and easy future access!

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Saving a report in itemit is a simple and efficient way to keep track of important asset data. By generating and saving reports, you can easily access valuable insights, monitor asset activity and maintain accurate records. This feature helps streamline asset management, ensuring you have the information you need at your fingertips. With itemit, organising and analysing data has never been easier!

You can also check out our article "When You Save a Report, Does It Automatically Update as You Add Things?" for more details refer here.


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