Export a report of the items that are currently booked out on-site for a Project.
Introduction
You can search for Yard Items that are out onsite on a particular Project and export the results to a spreadsheet.
Your Users require the Security Role of Ability to view and export On Site Yard information to access this area.
On-Site Report
You can make your selections to view a list of booked Yard items on screen and export it to an .xlsx file.
- Go to Yard > On site.
- Project: Select a Project from the dropdown list.
- User: Optionally, select a User from the dropdown list.
- Status: Select the Status you want from Booked, Onsite, Returned, All. The default is Onsite.
- Advanced search: Click Advanced Search to select any other requirements.
- Click Search.
When the results are displayed on the screen:
- Click Export.
This will export an .xlsx spreadhseet.
Columns exported
The columns included in the spreadsheet are:
| Booking Number |
| Project Code |
| Project Description |
| Item Set Code |
| Item Set Description |
| From Booking Date |
| To Booking Date |
| Estimated Amount Excluding Tax |
| Entered By User Description |
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Last updated: 21 June 2023