Follow the above-mentioned workflow to land on the Reports module.

From the tabs listed atop the screen, click Component Analysis. Doing so displays all pre-loaded reports that exist in the component analysis category.

From the displayed list, click Component Inventory. Doing so opens the component inventory report. This report displays a list of common area components you own to be listed in the reserve plan.

To begin with, this report displays a pie chart representing a percent-wise segregation of your spend on each component. Hovering over a section of the pie chart reveals a tooltip that displays the acquired percentage and expenditure on the specific component.

Scrolling further, component-wise breakdown is tabulated via several columns that include Component, GL Code, UL, RUL, Unit Price, Quantity, Current Replacement Cost, Anticipated Expenditures, and Source.

To edit the settings of the report, click the Edit Report Settings button from the top-right corner of the screen. Doing so opens a panel on the right side of the screen.

Here, you can choose which columns to include in the report by marking the corresponding checkbox(s). Once the selections are made, click the Save Report Settings button.

To apply filters to the report, click the Filters button.

To filter the report on the basis of component name, general ledger code, cost center, or project, type in the required parameter in the Name/GL Code/Cost Center/Project field.

Moreover, to filter the report on the basis of a specific location, use the By Location dropdown. All existing locations are listed in this dropdown. You can mark the checkbox(s) for the location(s) you want to include in the report. To select all, mark the All checkbox.

To filter the report contents on the basis of a specific category, use the By Category dropdown. All existing component categories are displayed in this dropdown. You can either select all (marking All checkbox) or choose specific ones by clicking the corresponding checkbox(s).

In case you want to filter the report on the basis of component type, use the By Type dropdown. All the component types are displayed in this dropdown. You can either select all types (by marking the All checkbox) or choose specific ones (by marking the corresponding checkbox(s)).

Additionally, you can also filter the contents of the report based on a specific tag. For this purpose, use the By Tag dropdown. You can either select all (marking the All checkbox) or choose specific tag(s) (marking the corresponding checkbox(s)) from here.

To reset the applied filters, click the marker icon.

Once all the required filters are applied, click the View as PDF button to download the report in a .PDF file.

To extract the report in a .CSV file, click the Export to Excel button.

​