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Equipment: Filtering and Exporting Equipment Lists

Once you have accessed your equipment list, you need tools to find specific items quickly. This guide explains how to customize your table view, filter by assignee, and export reports for audits.

Updated over 3 weeks ago

Filters and Quick Actions

The equipment table includes drop-down options at the top to refine your view:

  • Assignee: Filter equipment to see only items checked out to a specific employee.

  • Status: Filter based on current availability (e.g., show only "Unavailable" items to see what is currently in use).

  • Customizing Columns: You don't have to view every detail at once. Use the Columns drop-down to toggle visibility for:

    • Calibration Date

    • Cost Amount & Frequency

    • Manufacturer, Make, & Model

Exporting Data

For external reporting or hard-copy backups, use the Export button to download the current equipment list as a PDF or Excel file.


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