This report lists all the existing parts you have in your Commusoft system. Creating and customizing reports to gain insights into part usage, stock levels, and parts tracking can greatly help in managing parts more effectively. You can create the necessary custom reports based on the data and use them to analyze future results.
View Parts reports
➡️ Go to Reporting tab > Hamburger option > Parts.
How to view parts report
You have various options to categorize the results related to parts data. Those are,
Parts
Number of parts installed
Parts operational list
Incomplete parts on completed/closed jobs
Parts
➡️ Parts > Parts option
The parts listed will have a number of columns for you to see, as well as the ability to adjust these icons using the 'pencil' icon to add or remove by editing them.
At the top, you will have the search bar to apply filters. You can apply a number of filters, using the filter bar at the top of the page, this allows you to further refine the list you are given.
Number of parts installed
➡️ Parts > Number of parts installed option
This option provides detailed information on the number of installed parts.
At the top, you’ll find various filter options to refine the results.
Parts operational list
➡️ Parts > parts operational list
Using this option, you can view operational data for parts, as well as filter results for 'Requested', 'On-order', and 'Available' parts separately.
Applying filters will help you refine the results as needed.
Incomplete parts on completed/closed jobs
➡️ Parts > Incomplete parts on completed/closed jobs option
This option provides results for incomplete parts on completed or closed jobs, along with separate tabs for 'Requested', 'On-order', and 'Available' categories.
Find the results you need by applying the relevant filters.
Managing Parts Reports
If you wish to record this information outside of Commusoft, you can print it or download it as a file, using the buttons placed at the top corner of the page.
Print the reports
➡️ On the results page > Print icon > Print.
Download the reports
➡️ On the results page > Download icon > Download (As an excel file).
Create custom reports
You can save custom reports after filtering or retrieving the required results, so they can be revisited or managed in the future.
➡️ On the results page > Quick links > Save.
Clicking into this will provide you with a side panel where you can give the report a name for future reference- ensure you click 'Save' before closing the side panel.