Current Inventory - Revision history

Jgreco: Initial proofread pass - docs

2021-11-29T17:35:37Z

Initial proofread pass - docs

Eherrmann: /* Share Saved Searches */

2021-03-17T18:04:59Z

Share Saved Searches

Eherrmann: /* Share Saved Searches */

2021-03-17T18:01:15Z

Share Saved Searches

Eherrmann: /* Customizing your Search */

2021-03-17T18:00:52Z

Customizing your Search

Tdames: /* Available filtering options */

2017-06-28T18:49:51Z

Available filtering options

Aneubert at 18:55, 11 May 2017

2017-05-11T18:55:04Z

Aneubert at 18:42, 11 May 2017

2017-05-11T18:42:33Z

Aneubert at 18:04, 11 May 2017

2017-05-11T18:04:10Z

Jgullickson: /* Overview */

2017-01-04T17:32:30Z

Overview

Tdames at 21:37, 7 December 2016

2016-12-07T21:37:48Z

@@ Line 1: / Line 1: @@
 {{TrackAbout Feature
 |Parent Module=Core Tracking
-|Feature Description=The Current Inventory page of the TrackAbout website allows for quick, customed searching of your entire asset population
+|Feature Description=The Current Inventory page of the TrackAbout website lets you quickly search your entire asset population.
 |Supported In=TAMobile 5, TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS
 }}
 ==Overview==
 {{#ev:youtube|Ub-OYFQ2lTU|600|right|Using the Current Inventory Report|frame}}
-One of the most basic problems that TrackAbout can solve for your business is not knowing where your assets are. After you have begun tracking with TrackAbout, finding your assets is easy. The  [https://www.trackabout.com/clt/locations/inventory.aspx Current Inventory] page gives you powerful inventory reporting tools with simple and intuitive filtering options.
+One of the most basic problems that TrackAbout can solve for your business is not knowing where your assets are. After you have begun tracking with TrackAbout, finding your assets is easy. The [https://www.trackabout.com/clt/locations/inventory.aspx Current Inventory] page gives you powerful inventory reporting tools with simple and intuitive filtering options.
 View this video for an overview of how to use the Current Inventory Report.
-=Why do you need it=
+=Why You Need It=
 The Current Inventory page allows you to search for assets based on a variety of search parameters that you define. This allows you to answer real business questions or create valuable datasets for analysis.
-=How it Works=
+=How It Works=
 The Current Inventory page allows you to view, search through, and filter your inventory to see specific datasets.
-===Available filtering options===
+===Available Filtering Options===
 *Location
-**search for assets at a single location, multiple locations, or all locations
+**Search for assets at a single location, multiple locations, or all locations
 *[[Adding Asset Classifications and Product Codes|Asset Classifications]]
-**search for assets in a given category, group, type, or product code
+**Search for assets in a given category, group, type, or product code
 *[[Ownership]]
-**separate your company-owned from customer-owned assets
+**Separate your company-owned from customer-owned assets
 *Days since last scan
-**find you busiest assets and your idle assets
+**Find you busiest assets and your idle assets
-Other option for filters will be available if you are using the following features:
+Other options for filters will be available if you are using the following features:
 *[[Asset Families]]
@@ Line 60: / Line 60: @@
 To share a Saved Search with another user, select the 'Share' button on the right side of the table. Copy the URL provided and send it to the user you would like to share with.
-When the user opens the link they will be in the Current Inventory page. Scroll down to the bottom of the page and select 'Edit Search' you must then rename the report in order to save it (you can simply add a number or a period to it). Once renamed, scroll to the bottom of the page and select the 'Copy' button, you will then be asked to enter the name of your report. Once the name is entered, save your search. You will then get a confirmation that your search has been saved.
+When the user opens the link they will be in the Current Inventory page. Scroll down to the bottom of the page and select 'Edit Search'. Rename the report in order to save it (you can simply add a number or a period to it). Once renamed, scroll to the bottom of the page and select the 'Copy' button. Enter the name of your report. Once the name is entered, save your search. You will then get a confirmation that your search has been saved.
 This report should now be available in the 'Saved Searches' screen.
 ===Results===
-The results tab will allow you to select which filters will be displayed on the results page after the search is ran.
+The results tab will allow you to select which filters will be displayed on the results page after the search is run.
 *To add or exclude a filter, check or uncheck the '''Show''' box.
 *Click and drag the handles in the '''Order''' column to change the order in which the filters are displayed when viewing the search.
@@ Line 72: / Line 72: @@
 =Keywords=
-Current Inventory  Saved Search  Asset Search  Search by Location  Customized Search  Inventory
+Current Inventory Saved Search Asset Search Search by Location Customized Search Inventory

@@ Line 60: / Line 60: @@
 To share a Saved Search with another user, select the 'Share' button on the right side of the table. Copy the URL provided and send it to the user you would like to share with.
-When the user opens the link they will be in the Current Inventory page. Scroll down to the bottom of the page and select 'Edit Search' you must then rename the report in order to save it (you can simply add a number or a period to it). Once renamed, scroll to the bottom of the page and select the 'Copy' you will then be asked to enter the name of your report. Once the name is entered, save your search. You will then get a confirmation that your search has been saved.
+When the user opens the link they will be in the Current Inventory page. Scroll down to the bottom of the page and select 'Edit Search' you must then rename the report in order to save it (you can simply add a number or a period to it). Once renamed, scroll to the bottom of the page and select the 'Copy' button, you will then be asked to enter the name of your report. Once the name is entered, save your search. You will then get a confirmation that your search has been saved.
 This report should now be available in the 'Saved Searches' screen.

@@ Line 58: / Line 58: @@
 ===Share Saved Searches===
-To share a saved search with another user, select the 'Share' button on the right side of the table. Copy the URL provided and send it to the user you would like to share with.
+To share a Saved Search with another user, select the 'Share' button on the right side of the table. Copy the URL provided and send it to the user you would like to share with.
 When the user opens the link they will be in the Current Inventory page. Scroll down to the bottom of the page and select 'Edit Search' you must then rename the report in order to save it (you can simply add a number or a period to it). Once renamed, scroll to the bottom of the page and select the 'Copy' you will then be asked to enter the name of your report. Once the name is entered, save your search. You will then get a confirmation that your search has been saved.
 This report should now be available in the 'Saved Searches' screen.
 ===Results===

@@ Line 55: / Line 55: @@
 The View Saved Searches link can be found in the upper left hand corner of the Current Inventory page.
 ===Results===
@@ Line 60: / Line 68: @@
 *To add or exclude a filter, check or uncheck the '''Show''' box.
 *Click and drag the handles in the '''Order''' column to change the order in which the filters are displayed when viewing the search.
 =Notes=

@@ Line 21: / Line 21: @@
 *Location
 **search for assets at a single location, multiple locations, or all locations
-*[[Asset Classifications]]
+*[[Adding Asset Classifications and Product Codes|Asset Classifications]]
 **search for assets in a given category, group, type, or product code
 *[[Ownership]]

@@ Line 39: / Line 39: @@
 ==Customizing your Search==
 To customize your search results and save a search to use again, click the "Customize" button just below the search options.
 ===Saved Searches===
-[[File:current inventory 2.PNG|right]]
 *Enter a Name and Description for your search
 *Search Filters
@@ Line 59: / Line 60: @@
 *To add or exclude a filter, check or uncheck the '''Show''' box.
 *Click and drag the handles in the '''Order''' column to change the order in which the filters are displayed when viewing the search.

← Older revision		Revision as of 18:42, 11 May 2017
Line 38:		Line 38:
	Results from this grid can be exported to Excel by clicking the "Export" button just below the search options.		Results from this grid can be exported to Excel by clicking the "Export" button just below the search options.

−	==View Saved Searches==	+	==Customizing your Search==
		+	To customize your search results and save a search to use again, click the "Customize" button just below the search options.
		+
		+	===Saved Searches===
		+	[[File:current inventory 2.PNG\|right]]
		+	*Enter a Name and Description for your search
		+	*Search Filters
		+	**To add or exclude a filter, check or uncheck the '''Include''' box. Some filters are required: for those filters, the Include box will be checked, but disabled.
		+	**Optionally, you may specify one or more '''Default Values''' for each filter, depending on the type of filter. Any filter selections you make on this screen will be saved with your search.
		+	**You can also lock filters. When viewing a search, you cannot change the value of locked filters.
		+	**Click and drag the handles in the '''Order''' column to change the order in which the filters are displayed when viewing the search.
		+
		+
		+	===View Saved Searches===
		+
		+	The View Saved Searches link can be found in the upper left hand corner of the Current Inventory page.
		+
		+	===Results===
		+	The results tab will allow you to select which filters will be displayed on the results page after the search is ran.
		+	*To add or exclude a filter, check or uncheck the '''Show''' box.
		+	*Click and drag the handles in the '''Order''' column to change the order in which the filters are displayed when viewing the search.
		+
		+
		+
		+
		+	=Notes=
		+
		+	=Keywords=
		+	Current Inventory Saved Search Asset Search Search by Location Customized Search Inventory

@@ Line 10: / Line 10: @@
 View this video for an overview of how to use the Current Inventory Report.
-==Features==
+=Why do you need it=
 The Current Inventory page allows you to search for assets based on a variety of search parameters that you define. This allows you to answer real business questions or create valuable datasets for analysis.
 ===Available filtering options===
@@ Line 30: / Line 34: @@
 ==Working With Search Results==
-After you have executed a search you can view the results in a grid below the search parameters, titled ''Inventory by Location''. This grid includes links to individual assets, as well as customer and internal locations. Results from this grid can be printed, e-mailed, or exported to Excel via the options at the top of the page just underneath the banner.
+After you have executed a search you can view the results in a grid below the search parameters, titled ''Inventory by Location''. This grid includes links to individual assets, as well as customer and internal locations.