Run a Report on Property Items
  1. Select Property > Reporting > Select the type of item for the report:

    • Asset Items

    • Equipment Items

    • Property Items

  2. Select required option from the Report Parameters drop-down:

    • Case – Choose a case from the list of cases that have property items associated with them and you have access to.

    • Held By – Choose the Internal Person / External Custodian option and choose Person or Custodian from the drop-down.

    • Report – Choose any property report from the drop-down.

      Only reports you have access to will display.

      Only property items in the selected property report will be selected.

    • Report Type – Select the type of report from the drop-down.

    • Storage Location – Choose the storage location from the hierarchy list.

  3. Specify a date range for the report results (if required).

  4. Select Refresh – The number of holdings items are displayed in parentheses.