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The Asset Transaction Details Report displays a tabular report on the Asset transaction details for a selected Tenant and Category. You can view the transaction details on a daily, weekly, monthly, and for a specified date range. This report provides you the count of allocated Asset, new Assets, deactivated Assets, and repair Assets. For Admin or Analyst can access the report based on access privileges assigned through roles.
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This report is important source of information for effective management and utilization of the company assets. It will be helpful to track expenses and cost. Asset transaction details report for a selected period is a fast and accurate way of improving business decisions. |
For information about reports, see Viewing Reports.
Steps to access Asset Transaction Details Report
To view the Asset Transaction Details report, perform the following steps:
- Navigate to Reports > Asset Management > Asset Transaction Details Report.
Click Filters.
The Filters pop-up page is displayed.
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Figure: FILTERS pop-up Enter or select the values for Filter fields as described in the Field Description table.
Field DescriptionField
Description
Tenant Select the required tenant from the drop-down list. For more information, see Configuring Tenant. Category Specify the category. Location Specify the location from the Location tree hierarchy. For more information, see Configuring Location. Search By Specify the search by value such as Asset ID, Asset Code etc. Search Value Specify the search value such as Asset ID value, Asset Code value, etc. Asset Condition Specify the asset condition from the drop-down list. Available options are as following:
- All
- Good
- Faulty
- Scrap
- Can be Repaired
- To be disposed
- Maintenance
Frequency Specify the asset condition from the drop-down list. Available options are as following:
- Daily
- Weekly
- Monthly
- Custom Range
From Date Select the date from the calendar Image Added icon.
Note title Note This field is visible if Frequency is selected as Daily.
Week Select the week and the year from the drop-down list.
Note title Note This field is visible if Frequency is selected as Weekly.
Month Select the month and the year from the drop-down list.
Note title Note This field is visible if Frequency is selected as Monthly.
From Date Select the start date from the calendar Image Added icon.
Note title Note This field is visible if Frequency is selected as Custom Range.
To Date Select the end date from the calendar Image Added icon.
Note title Note This field is visible if Frequency is selected as Custom Range.
Click Submit.
The Asset Transaction Details report is displayed. You get a graphical and tabular view of the report. A sample screenshot is shown below:
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Figure: ASSET TRANSACTION DETAILS REPORTUi tabs Ui tab title Asset Transaction Details Report : Graphical View You can view
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the ASSET TRANSACTION DETAILS REPORT.
Filters
Click Filters icon on the ACTIONS panel to specify the filter criteria to display records in the Asset Transaction Details Report.Image Removed
Figure: FILTERS pop-up page
a graphical representation of asset count against asset type as shown below:
Figure: Asset Transaction Details Report : Graphical ViewField Description
Field
Description
x-axis Displays the asset transaction type such as Allocated Assets, New Assets, Deactivated Assets, Required Assets, Assets in Movement and Updated Assets. You can view the detailed view at the bottom of the report. You can click on Asset Id hyperlink to view the details of the specific asset. y-axis Displays the asset count relative to x-axis. Download
Click the Download icon
on the top-right corner of the report to download the report as JPEG, PNG, PDF, or SVG vector image. Available options are as follows:- Export as PNG
- Export as JPG
- Export as PDF
- Export as SVG
- Export as CSV
Ui tab title Asset Transaction Details Report : Tabular View You can view the tabular view of the report as shown below:
Figure: Asset Transaction Details Report : Tabular View
Click the Refresh ReportImage Added to fetch latest details for the report. Any changes performed after the Reports page was loaded, will reflect if you click on Refresh Report Image Added.
ACTIONS
You can perform following actions from the ACTIONS panel of the Asset Transactions Details report page.
Icons | Action |
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Image Added | Prints the displayed report records. |
Image Added | Exports the displayed records on the page to a Microsoft Excel sheet. |
Image Added | Exports the complete list of report records to a Microsoft Excel sheet. |
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