Item, Audit, and Costing History

ShareMyToolbox makes it easy to view, filter, and download data associated with Item, Audit, and Costing History. This article explains how to access these power features.

  

In this article:

Item History

Audit History

Costing History

 

 

Item History

To access Item History, click on the History menu, then select Item History.

Filter

You can easily filter the Item History using a multitude of selections to get exactly what you want to see.

Click on the Filters button.

Select your Filters:

• Date Range
• Connections
• Items
• Action
  • Tool Loan Request Accepted
  • Tool Return Request Accepted
  • Tool Mass Transfer
  • Tool Location Updated
  • Adjust Quantity for Consumable
  • Tool Transfer Requested
• Location
• Barcode
• Serial Number 

Click Apply.

To clear the Filters, you can remove them one-by-one by clicking the “X” on the Filter chips

Or by clicking the Filters button and clicking Reset. 

Export

You can export your entire Items database or your Filtered list to Excel. 

Click the Export to Excel button. 

Select Export filtered list or Export all.

More Articles on Items

Kit Management

Adding and Editing Items

Item Mass Transfer

Consumables

Asset Tags, Barcodes and QR Codes

Item Import and Export

Item Views, Search and Filter

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Audit History

To access Audit History, click on the History menu, then select Audit History.

Filter

You can easily filter the Audit History using a multitude of selections to get exactly what you want to see.

Click on the Filters button.

Select your Filters:

• Date Range
• Tool Records
• Category
• Manufacturers
• Audit Records
• Status
  • Draft
  • Sent
  • In Progress
  • Received
  • Reviewed
• Connection
• Location
• Condition
  • New
  • Excellent
  • Good Fair
  • Poor
• Confirmation Type
  • Manual
  • Scan
• Item Confirmation
  • Filter by confirmation
  • Confirmed
  • Unconfirmed

Click Apply.

To clear the Filters, you can remove them one-by-one by clicking the “X” on the Filter chips

Or by clicking the Filters button and clicking Reset. 

Export

You can export your entire Audit History or your Filtered list to Excel. 

Click the Export to Excel button. 

Select Export filtered list or Export all.

More Articles on Audits

Audits Search and Filter

Creating, Receiving, and Conducting an Audit

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Costing History

To access Costing History, click on the History menu, then select Costing History.

Filter

You can easily filter the Costing History using a multitude of selections to get exactly what you want to see.

Click on the Filters button.

Select your Filters:

• Connection or Location
• Category
• Only tools marked as rental
• Date range

Click Apply.

To clear the Filters, you can remove them one-by-one by clicking the “X” on the Filter chips

Or by clicking the Filters button and clicking Reset. 

Export

You can export your entire Costing History or your Filtered list to Excel. 

Click the Export to Excel button. 

Select Export filtered list or Export all.