This article will cover filtering and generating material usage reports within FieldCentral.
Once the user has logged in, click on the Main Menu and then select “Reports”.
Then click the “Material Usage” option.
From this page the user will be able to use the variety of filters provided in order to run their report as desired.
The date range can be specific dates or a certain number of previous days/weeks or months.
Users are able to add a “Crew” or “Distributor” column to the report if desired.
(Note: Distributor must be previously mapped to the material in order for this information to be available in the report).
Additionally, users can select to have the total calculated by crew or by a specific time period.
Once satisfied with the parameters, click the “Retrieve” button to populate the report within FieldCentral.
If the user would like to either print or export, they will click “Report”
Users also have the ability to adjust the report format using the drop down.
“Material Restock List by Crew” will provide a list of materials used, segmented by each crew.
For users who utilize Heritage as a distributor, they can select “Heritage Reorder Pad Import (CSV)” to download a report of materials used which can then be used directly within the Heritage website to generate a shopping list (Review Heritage article for additional details).
Be sure to map your materials/parts to your distributors to get the most value out of your material usage reports!
EXAMPLES:
Material Usage Report:
Material Restock List By Crew:
Check out the quick video below!