Item Views Tutorial

💡These tutorials explain how to view and filter the lists of items.

How to View a List of Items#

1. Navigate to Items (e.g. Main Menu > Items > Items).
2. Click Menu (button) > Default.
3. Set the Filters as needed (see How to Filter Views below).
4. Click View (button).

How to View Estimating Information#

1. Navigate to Items (e.g. Main Menu > Items > Items).
2. Click Menu (button) > Estimate.
3. Select a specific Category or All of them.
4. Click View (button).

How to View Items Classified as Assets#

1. Navigate to Items (e.g. Main Menu > Items > Items).
2. Click Menu (button) > Assets.
3. Select a specific Category or All of them.
4. Click View (button).

How to View Inventory Items#

1. Navigate to Default View (e.g. Main Menu > Items > Items > Menu (button) > Default).
2. Check the checkbox next to Inventory.
3. Click View (button).

How to View Items That Are Not Inventory Items#

1. Display a list of items in the Default View (e.g. Main Menu > Items > Items > Menu (button) > Default).
2. Use the Field Chooser (*) and add the Inventory column.
3. Click the small filter icon next to Inventory (the column header) and check the block next to None.

How to Filter Views: Default View#

1. Display a list of items in the Default View (e.g. Main Menu > Items > Items > Menu (button) > Default).
2. Select the Filters in the header from the dropdown lists:

   Filter	Description
   Set (date)	Choose a Date option and refine it (if available) in the date fields below.
   Category	Select All or a specific Category.
   Supplier	Select All or a specific Supplier.
   Location	Select All or a specific Inventory Location.
   Type	Select All or a specific Type.
   Status	Select All or choose to view only Active or Inactive records.
   Data	Select All or choose to view only records that Pass or Fail their checklists.
   Inventory	Check the box to view only inventory items. Leave it unchecked to view all items.

3. Click View (button).

How to View and Refine Audits#

1. Display a list of items in the Default View (e.g. Main Menu > Items > Items > Menu (button) > Default).
2. Right-click the item you want to view and select View Audits.
3. Select a Date next to Set and refine the Date if necessary in the provided date fields.
4. Select a Module from the dropdown list next to Module and refine the list in the adjacent dropdown blocks (where applicable).
5. Select a User or leave the default All.
6. Click View (button).
7. Click Menu (button) for additional grouping options:
   • Date Grouping: By Date, by Month, by Year, Relative.
   • Expand Groups.
   • Collapse Groups.

How to Email the Report#

1. Display a list of Items (e.g. Main Menu > Items > Items > Menu (button) > Default).
2. Click Menu (button) > Email Excel to open your default Email Template and attach the item list in .xlsx format.
3. Click Menu (button) > Export Grid to choose a save location for the .xlsx file on the server.