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Location, Equipment & Vehicle List Reports

Three asset-focused list reports that show every location, piece of equipment, and vehicle in your account — with KPIs and one-click Excel export.

 

Before You Begin

Open any of the three reports

  1. From the left sidebar, click Reports.
  2. Click Standard Reports.
  3. Click the card for the asset type you want:
    • Location List Report (under Locations)
    • Equipment List Report (under Equipment)
    • Vehicle List Report (under Vehicles)

Each report follows the same layout: a back link, the title and description, KPI cards across the top, and a grid with an Export button.

Location List Report

Columns

Column What it shows
Name Location name.
Parent Location The location's parent in your hierarchy (blank if it's a top-level location).
Code Internal code or identifier you assigned.
Address, City, Province Address fields.
Primary Contact The contact responsible for this location.
Status Active (green) or Inactive (red).
Owner The user who owns this location.

KPI cards

  • Total Locations — every location in the account.
  • Active Locations — locations not marked inactive.
  • Inactive Locations — locations marked inactive.
  • With Primary Contact — locations that have a primary contact.

Equipment List Report

Columns

Column What it shows
Name Equipment name.
Equipment Number Asset tag or internal number.
Brand Manufacturer.
Model Model designation.
Type The equipment type your admins created (for example, Forklift, Generator).
Locations Comma-separated list of locations the equipment is linked to.
Assigned To The contact currently assigned to this equipment.
Owner The user who owns this equipment.

KPI cards

  • Total Equipment — every piece of equipment in the account.
  • Equipment Types — number of unique types in use.
  • With Location — equipment that has at least one location.
  • Brands — number of unique brands in use.

Vehicle List Report

Columns

Column What it shows
Name Vehicle name or nickname.
Make Manufacturer.
Model Model name.
Year Model year.
VIN Vehicle Identification Number.
License Plate Plate number.
Vehicle Type Type label your admins created.
Locations Comma-separated list of locations the vehicle is linked to.
Assigned To The contact currently assigned to drive this vehicle.

KPI cards

  • Total Vehicles — every vehicle in the account.
  • Makes — number of unique makes.
  • With Location — vehicles that have at least one location.
  • Vehicle Types — number of unique vehicle types.

Step-by-Step Instructions

Step 1: Review the KPI cards

Glance at the four cards at the top to see totals and the most useful subsets at a glance.

Step 2: Sort or scroll the grid

  • Click any column header to sort. Click again to flip the sort direction.
  • Scroll right if a column you need is offscreen.

Step 3: Export to Excel

  1. Click the green Export button (Excel icon) in the upper right.
  2. The browser downloads an .xlsx file matching the columns shown.
  3. Open it in Excel or Google Sheets.

Step 4: Return to the catalog

Click the ← Standard Reports link in the upper-left to choose another report.

Tips & Best Practices

  • Find assets without an assignment. Sort by Assigned To ascending — blanks float to the top so you can quickly see which equipment or vehicles are unused.
  • Audit asset codes. Use the Equipment Number, VIN, or License Plate columns to spot blanks or typos. Empty asset numbers make tracking harder later.
  • Spot orphaned locations. Locations with no Primary Contact are good candidates for cleanup or reassignment.
  • Use exports for insurance reviews. Many insurance carriers ask for an annual asset roster — the Vehicle and Equipment List Reports are tailor-made for this.

Troubleshooting

  • Issue: A piece of equipment / vehicle shows no Location.
    Solution: Open the equipment or vehicle in the main app and add it to one or more locations. The report uses the linked locations to populate the Locations column.
  • Issue: The Brand or Make KPI counts don't match what I expect.
    Solution: These KPIs count unique non-blank values. If two records have the same brand spelled differently ("Ford" vs. "ford"), they'll be counted as two separate brands. Clean up your data for accurate counts.
  • Issue: A vehicle's Assigned To shows blank even though I assigned a driver yesterday.
    Solution: Refresh the page. The report queries live data on page load. If the assignment was made in another browser tab, this tab still has the previous snapshot until you reload.

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