Question/Topic: How to get a report on loaned out (not returned) item?

Q: I need to run a report that shows who has what loaned out, when it is due etc. Can you please help me setup this report?

Q: I like to print all loans taken by employee, and I like to check what they returned and what they still have to return. I like to know who has what tools and how many at this time.

Q: We have a data base of equipment and of borrowers, how do I produce a report that shows which borrower has been loaned a particular piece of equipment?

Q: Is there a way to see a list of everything that is checked out? Or a way to see everything that a specific employee has checked out?

This topic is for users of the following database solutions:
Equipment/Tool Organizer Pro,
Equipment Tracker Pro (track by quantities),
Check In/Out Organizer Pro,
Check In/Out Organizer Pro (track by quantities)

 

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You can view or print report on loaned out items in two ways:

1. Load Items(tools, equipment) database and use Manage Loans window:

• Open Manage Loans window: A: click on the Manage Loans button; B: click Loans/Returns menu and select Manage Loans command; C: click with the right mouse button on the Loan (CheckInOut) field, select Manage Loans.
• In the Show section select All, Outstanding, or Overdue (2).
• The table will display items accordingly.
• To print a report click Print.

Open Manage Loans window:


Manage Loans window, select display options and click Print:

 

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2. Load Loans database and use Print Report:

• On the File menu, click Load Database.
• In the Available Databases box click (select) Loan.
• Click Load.

• Sort records by LoanedTo data field, you will be able to print a report grouped by employee or job site.
• Click with the right mouse button on the Sort button, click Primary Sort Field, select LoanedTo.

• On the Print menu, click All Records, and then click Print Standard Report.
• Print Report window: define options for your report: select data fields, define column width, select group by data field (LoanedTo).
• Click Preview to review your report setting.
• Click Print to print the report.
• If you think you may want to use this report in the future save the report as a Report Template by clicking on the Save button. Later you can reuse the saved report by clicking on the Load button.

Print Report window, define options for your report (select data fields, define column width, select group by data field, enter report title,...):


Print Report window, select Total for numerical data fields, subtotal and totals will be displayed on the report:


Sample report, preview window:

 

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3. How to create report: "items loaned, not returned":

• DEFINE FILTER:
• On the Advanced menu, click Filter.
• In the Set Filter window select ReturnDate and click Add.
• In the Filter For ReturnDate window select "Is Empty".
• Click Ok, and Click Apply.
• GO BACK TO 2. and use the same print report instructions.

Set Filter window (select ReturnDate data field):


Filter For window: for ReturnDate data field select "Is Empty":


Sample report, preview window (only not returned items are included on this report):


Quick access to the Filter:

Q:  Equipment/Tool Organizer Pro: I have created an Employee Database and want to be able to go to a certain employee, print his/her record and have the printed record show all the equipment that is being Loaned to him/her. How can I do this?

Q: Equipment Tracker Organizer Pro (check in/out in quantities): I like to print all loans taken by employee, and I like to check what they returned and what they still have to return. I like to know who has what tools and how many at this time.

Q: Check In/Out Organizer Pro We have a data base of equipment and of borrowers, how do I produce a report that shows which borrower has been loaned a particular piece of equipment?

Related software (Read/Download) :
Tools Check In Check Out Software
Equipment Tracking Database, by quantities

Related Topics ...
Equipment/Tool Tracking System, How to define Barcode and Fine functionality?
How to start using Tool/Equipment Tracker Pro?
Equipment/Tool Inventory System, How to define Barcode and Fine functionality?

Related software (Read/Download) :
Tools Check In Check Out Software
Equipment Tracking Database, by quantities
Check In/Out Organizer Pro

Similar questions:
Are you able to generate / print reports showing the check in/out history of a particular piece of equipment? What about the check in/out history of a particular employee?