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The Assets By User Report provides tabular report that displays detailed information about the Assets allocated to a particular specific user . You can view the following informationor multiple users. Admin or Analyst can access the report based on the access privileges assigned through roles.

Expand
titleAdditional Information

The following information is available from this report: 

  • The count of Fixed Assets allocated to
the user for
  • a selected user(s) as per Asset Category, Floor, and Location of the Asset.
  • The count of Consumable and Accessories allocated to the user(s)
  • The count and license details of allocated Software Assets
by user and by deviceYou can further drill-down the report to view the details of Fixed Assets, Consumable, and Accessories. There is an option to print the allocation details of the user. For information about
  • for the user(s)
  • The count and license details of the allocated Software for the user(s) by device

From this report page, Analyst or Admin can also print the allocation form of assets to the specific user(s) by selecting appropriate option in the Filters section of Action panel.

This report gives a comprehensive view of all the assets and the corresponding details allocated to a specific user(s). This helps an Analyst or Admin for a quick and easy double-check on the list of assets allocated to a specific user. 

For more information on Asset Management reports, see Viewing Reports.Image Removed
Figure: ASSETS BY USER REPORT

Print Table

Click the Print Table icon Image Removed to print the displayed report records. 

Export to Excel

Click the Export to Excel icon Image Removed to export the record displayed in the report to Microsoft Excel. 

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ASSETS BY USER REPORT page.

Filters

Click Filters to select the Tenant, Action Type, and the user whose Asset details you want to view in the report.

If the Action Type is selected as Print Allocation Form, you can view

Steps to access Assets By User Report

To view the Assets By User Report, perform the following steps:

  1. Navigate to Reports > Asset Management > Assets by User Report.
  2. Click Filters on the Action panel to specify the filter criteria for generating the report.
    The FILTERS pop-up appears.
    Image Added
    Figure: FILTERS pop-up

  3. Enter or select the values for Filter fields as described in the following table. 

    FieldDescription
    TenantSelect the Tenant from the list available. This is a mandatory field. For more details, view Tenant.
    Action Type

    This is a mandatory selection. Two options are available.

    • View Asset Details - Select this option to view the Asset Details by clicking the Asset ID on the ASSET LIST pop-up page. 
    • Print Allocation Form - Select this option to view and print the User Allocation Form by clicking the Asset ID on the ASSET LIST pop-up page.
If the Action Type is selected as View Asset Details, you can view the Asset details by clicking the Asset ID on
    •  
    User

    Select a User. Click Image Added to search for a specific user. This is a mandatory field.

  2. Click SUBMIT. 
    The Assets by User Report is displayed.     You get a tabular view of the report.

    Image Added
    Figure: ASSETS BY USER REPORT page

Assets by User Report

Click any count hyperlink in the Assets by User Report to display the list of allocated assets in the selected asset category. The details such as Asset ID, Asset Code, Status - Sub Status info, and so on of the asset(s) allocated to the specific user are displayed in the Asset List pop-up page. 

Image Added

Figure: ASSET LIST pop-up page

Click any Asset ID hyperlink in the ASSET LIST pop-up page. This displays either Asset Details or Asset Allocation Form as per the selection of Action Type in the Filters.

Image Removed
Figure: FILTERS pop-up page

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the record displayed in the report

Ui tabs
Ui tab
titleAsset Details

If View Asset Details is selected as Action Type in Filters then asset details of the selected asset is displayed. 

Figure: ASSET DETAILS page

Ui tab
titleAllocation Form

If Print Allocation Form is selected as Action Type in Filters then Asset Allocation Form of the selected asset is displayed.

Figure: Asset Allocation Form 

Click the Refresh Report Image Addedto 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 Assets by User report page.

IconAction

Image Added

Exports the displayed records on the report page to a Microsoft Excel sheet.

PRINT ALLOCATION FORM

Click PRINT ALLOCATION FORM to view and print

Image Added

 Displays the allocation form displaying all the Assets allocated to the

user. You can also view information, such as Asset ID, Category of Asset, Asset Code, Asset Location, and so on.. for both fixed and non fixed Assets on

selected user. Click Print to print the ASSET ALLOCATION FORM.

 Image Removed

Expand
title
See Screen Shot
Asset Allocation Form

Image Added

Figure: ASSET ALLOCATION FORM

Click Print to print the ASSET ALLOCATION FORM.


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