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The Asset Ageing by Customer Report displays the age of the Assets used by different customers. You can use Assets Aging by Customer report to list all assets to a specific customer grouped by the number of years. Admin or Analyst can access the report based on access privileges assigned through roles.
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The primary purpose of an Asset Ageing by Customer Report is to keep track of customer and the number of years they have been using the asset. A summarized report will have one grand total of number of years for each customer. The asset age will be broken into one year interval time duration. As the report displays both graphical and summary view on single page, it is fairly easy to understand. |
For information about reports, see Viewing Reports.
Steps to access Asset Ageing by Customer Report
To view the Asset Ageing by Customer report, perform the following steps:
- Navigate to Reports > Asset Management > Asset Ageing by Customer Report.
Click Filters.
The Filters pop-up page is displayed.
Figure: FILTERS pop-up page Enter or select the values for Filter fields as described in the Field Description table.
Field DescriptionFields
Description
Tenant
Select the required Tenant from the drop-down list. For more information, see Configuring Tenant.
Location
Select the location from the LOCATION hierarchy tree. For more information, see Configuring Location.
Category
Select the Category from the list.
Include In Store Asset
Select the check box to include the Store Assets.
Click Submit.
The Asset Ageing by Customer report is displayed. A sample screenshot is shown below. You get a graphical and tabular view of the report.
Figure: Asset Ageing by Customer ReportUi tabs Ui tab title Asset Ageing by Customer Report : Graphical View You can view a graphical representation of customer name against asset count as shown below:
Figure: Asset Ageing by Customer Report : Graphical View
Field Description
Field
Description
x-axis Displays the name of the customer. y-axis Displays the count of the asset used by the relative customer. 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 Ageing by Customer Report : Tabular View You can view the tabular view of the report as shown below:
Figure: Asset Ageing by Customer Report : Tabular View
Field Description Details Customer Displays the name to the customer to which the asset belongs to. Asset Type Displays the type of the asset. 0-1 yr, 1-2 yr, 1-2 yr, 2-3 yr and so on Displays the time intervals in years.
Total Displays the total number of years for which a customer is using the asset. Click on the total count hyperlink to view category wise ageing of assets with information such as Category, Time Interval (in Years) and the count. A sample screenshot is shown below:
Screenshot Figure: Category Wise Ageing
Click on the count hyperlink to view the Asset Ageing details with information such as Asset ID, Category, Asset Store, Status, Allocation Type, Customer and so on.
Figure: Asset Ageing Details
Click
to go back to the Category Wise Ageing page.
The age of the Assets are represented by different colors in the bar graph. Click on any legend to remove the age range from the graph. A sample screenshot is shown below:
Click the Refresh Report to fetch latest details for the report. Any changes performed after the Reports page was loaded, will reflect if you click on Refresh Report .
ACTIONS
You can perform following actions from the ACTIONS panel of the Asset Return Status report page.
Icon | Action |
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Prints the displayed report records. | |
Exports the displayed records on the page to a Microsoft Excel sheet. | |
Exports the complete list of report records to a Microsoft Excel sheet. |
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