Build a Tool Utilization Report
To start, create a custom report that shows how tools are being used.
Navigate to Reports and Graphs → Custom Reports → New Report.
Select:
Type: Tools & Equipment
Subtype: Tool Browser
Add the following columns:
Quantity
Assignment Type (shows if the tool is at a jobsite or stored in the warehouse).
Add filters to clean up the data:
Item Type: Not Equal to Q (removes quantity tools).
Status: Not Equal to New (removes tools not yet deployed).
Save the report with a clear, unique name.
Create a Dashboard
Open Custom Dashboards.
Click New Dashboard.
Select a panel and click the wrench icon to add a dashboard element.
Add a Dashboard Element
Enter a name for the element (example: Total Utilization).
Select the report created in the previous step.
Choose a chart type:
Pie Chart – best for proportions.
Bar/Column Chart – best for comparisons.
Line Chart – best for trends.
Metric Chart – best for single KPIs.
Table – best for detailed values.
For this example:
Label = Assignment Type
Series = Quantity
Click Save Changes.
Save the Dashboard
Click Save in the top-right corner.
Name the dashboard.
Edit the Dashboard
Open the dashboard you created.
Click Edit.
Add new dashboard elements by selecting the wrench icon.
Create a Category-Specific Report (Example: Backhoes)
Navigate to Reports and Graphs → Custom Reports → New Report.
Select:
Type: Tools & Equipment
Subtype: Tool Browser
Add the following columns:
Quantity
Category
Assignment Type
Add filters:
Category = Backhoes
Assignment Type = Stock Location
Status ≠ New
Save the report with a descriptive name.
Add a Category-Specific Dashboard Element
Open the dashboard and click Edit.
Add a new element with the wrench icon.
Name the element (example: Unused Backhoes – Excludes “New” Status).
Select the Backhoes report created earlier.
Choose Metric Chart as the display type.
Select Quantity as the measure.
Adjust display units if needed (Full Number, Thousands, etc.).
Set performance ranges and colors:
Low Range Break = 2 backhoes or fewer (green/positive).
High Range Break = 4 backhoes (adjust colors for middle and high).
Save changes.
Review and Finalize
Review the completed dashboard with multiple elements.
Add, edit, or remove dashboard elements as needed.
Share the dashboard with your team for visibility.
✅ Result: You now have a customized Utilization Dashboard that gives clear, visual insights into tool usage and availability.