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Inventory List of all Rentals

Suleika S. shared this question 9 years ago
Answered

Hello, I want to be able to print an Inventory Checklist with all the items in my Inventory. I tried customizing a report but that only gives me the Quantity of Rentals in the leads. I need a list with Rental Name, Quantity in inventory, and dimensions. Please help!

Best Answer
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As long as the item in in at least one lead, the following will work:


1. Go to Leads page and reset any filters. Click customize report (at the bottom-left)


2. Drag over Rentals Name, Rentals Active


3. Set the Group by to Rentals Name


4. Set the Sort By Rentals Active


5. Save the report if you want


6. Click View or Export

Comments (2)

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1

There isn't currently a way for you to export this, but I've sent you an export from the database in a private email.

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1

As long as the item in in at least one lead, the following will work:


1. Go to Leads page and reset any filters. Click customize report (at the bottom-left)


2. Drag over Rentals Name, Rentals Active


3. Set the Group by to Rentals Name


4. Set the Sort By Rentals Active


5. Save the report if you want


6. Click View or Export

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