Custom Reports

Build custom reports with exactly the data you need. Filter, group, and visualize your tool and equipment data however you want.

Report Builder

ToolEquip's report builder lets you create reports from scratch or modify existing templates. The builder has three main sections:

• Data Source — Choose what you're reporting on: tools, users, locations, maintenance, or checkouts
• Filters — Narrow down the data with conditions like status, category, location, date range, and more
• Columns — Select which fields to display and in what order
• Grouping — Group data by category, location, status, or any other field
• Sorting — Sort by any column in ascending or descending order

Report Templates

Get started quickly with pre-built report templates:

• Tool Inventory — Complete list of all tools with details
• Checkout History — All check-in/check-out activity for a date range
• Overdue Tools — Tools not returned on time
• Maintenance Summary — All maintenance activity with compliance status
• Calibration Status — Calibration due dates and compliance
• User Activity — What each user has checked out and for how long
• Location Inventory — Tools by location
• Value Report — Total value of tools by category or location

Saving and Sharing Reports

Once you've built a report, you can:

• Save — Save as a named report for quick access later
• Schedule — Set up automatic delivery via email on a daily, weekly, or monthly basis
• Share — Share with specific users or teams
• Export — Download as CSV, Excel, or PDF
• Print — Print a formatted report directly from the browser

Visual Reports

Add charts and graphs to your reports for visual data analysis:

• Bar Charts — Compare categories, locations, or time periods
• Pie Charts — Show distribution of tools by status, category, or location
• Line Charts — Track trends over time (checkouts per month, maintenance costs, etc.)
• Tables — Detailed data tables with sorting and filtering

API Reports

For advanced integrations, use the Reports API to generate and retrieve reports programmatically. This is useful for:

• Integrating with external BI tools
• Building custom dashboards
• Automating compliance reporting
• Syncing data with ERP systems

Best Practices

• Start with a template and customize from there
• Use filters to keep reports focused — too much data is overwhelming
• Schedule critical reports (overdue tools, compliance status) for automatic delivery
• Review report usage monthly and archive reports you no longer need
• Share reports with your team to keep everyone aligned on key metrics