- Created by Former user, last modified by Shilpa K (Deactivated) on Apr 22, 2024
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Variance
Import
Importing and Allocating Assets in Bulk
Activating or Deactivating and Moving Assets in Bulk
Approvals
Verifying Asset Reconciliation
Approving Physically Verified Assets
Approving Store Wise Reconciled Assets
Approving Asset Using Maker-checker
Contract Management
Adding Contract or Agreement Details
Software Delivery
Configuring Software Delivery Schedule
Viewing Software Delivery Status
Viewing Software Uninstallation Report
Configuring Asset Management Module
Configuring Asset Category Using Form Builder
Configuring My Asset List Page
Asset Masters
Configuring Location And Store
Configuring Notifications and Templates
Configuring Allocation Form Template
Configuring Field Display Order on Fixed Asset List Page
Software
Configuring Software Baseline Profiles
Software Baseline Profile Mapping
Depreciation
Configuring Depreciation Formula
Configuring Depreciation Field Mapping
Configuring Custom Depreciation Formula
Mapping
Configuring Custom Hardware Variance
Configuring Application Control Messages
Configure Software and Executable Execution Type
Others
Configuring Asset Application Settings
Configuring Asset Scan Domain List
Configuring Local Password Management
Configuring E-mail Notifications
Configuring Asset Integration Details
Configuring Additional Discovery
Scheduling Asset Physical Verification
Adding Software Deployment Profile
Approval Matrix
Deactivation Approval Matrix
Configuring Deactivation Approval Matrix
The Dashboard report displays the Asset reports for Fixed Assets, Non Fixed Assets, and Software. You can further drill-down the reports to view details about the specific Assets.
Fixed Asset
Under the Fixed Asset tab, you can view the following reports:
Figure: CATEGORY WISE ASSET SUMMARY
The following table describes the fields and icons on the CATEGORY WISE ASSET SUMMARY report:
Field | Description |
---|---|
Click the Print Table icon to print the report. | |
Click the Export to Excel icon to export the data of this report to Microsoft Excel. | |
View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. See Screen Shot Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute. Figure: CATEGORY WISE ASSET SUMMARY - Detailed Report |
Map Fields | Click Map Fields to map attributes to the Categories. See Screen Shot On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to map the attributes to the Categories. |
To view Category-wise Asset details, click the related Category on the graph.
Figure: CATEGORY WISE GROUPED ASSET SUMMARY
To view the allocated Assets for each customer, click the bar on the graph. The CUSTOMER WISE ALLOCATED ASSET SUMMARY graphical report is displayed.
Note:
The CUSTOMER WISE ALLOCATED ASSET SUMMARY report is only displayed for the Allocated Assets.
To view the Allocated Assets and their details, click the bar on the CUSTOMER WISE ALLOCATED ASSET SUMMARY report. The Allocated Asset list is displayed in a tabular format.
Figure: ALLOCATED ASSETS - ASSET LIST
Figure: STORE WISE SUMMARY report
The following table describes the fields and icons on the STORE WISE SUMMARY report:
Field | Description |
---|---|
Click the Print Table icon to print the report. | |
Click the Export to Excel icon to export the data of this report to Microsoft Excel. | |
View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. See Screen Shot Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the assets configured for the selected attribute.
|
To view the Asset details of each Store, click the related Store on the graph.
Figure: ALLOCATED ASSETS page - Store-Wise Allocated Assets
To view the Asset details, click the hyperlink of an Asset Category.
Figure: ASSET DETAILS page
Figure: AGEING SUMMARY report
The following table describes the fields and icons on the AGEING SUMMARY report:
Field | Description |
---|---|
Click the Print Table icon to print the report. | |
Click the Export to Excel icon to export the data of this report to a Microsoft Excel sheet. | |
View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. See Screen Shot Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
|
Map Fields | Click Map Fields to map attributes to the Categories. See Screen Shot On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to map the attributes to the Categories.
|
To view the Asset details of each Category, click on the related Category on the graph.
Figure: AGE WISE ASSETS page
Displays the report for all the configured BUs.
Figure: BU WISE SUMMARY report
To view the Customer-wise summary report, select Customer from the drop-down list and the CUSTOMER WISE SUMMARY report is displayed.
Figure: CUSTOMER WISE SUMMARY report
Non Fixed Asset
Under the Non Fixed Asset tab, you can view the following reports:
Figure: CONSUMABLE SUMMARY
Click Print to take a print out of the report. You can also export the data of this report to Microsoft Excel using the Export to Excel icon. You can also download the report as JPEG, PNG, PDF, or SVG Vector.
You can click the View Data icon to view details. Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page.
Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
You can click Map Fields to map attributes to Categories. On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to save the changes.
Figure: ACCESSORIES SUMMARY
The following table describes the fields and icons on the ACCESSORIES SUMMARY report.
Field | Description |
---|---|
Click the Print Table icon to print the report in JPEG, PNG, PDF, or SVG Vector format. | |
Click the Export to Excel icon to export the data of this report to Microsoft Excel. | |
View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. See Screen Shot Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the assets configured for the selected attribute.
|
Map Fields | Click Map Fields to map attributes to the Categories. See Screen Shot On the FIELDS MAPPING pop-up page, the list of configured Categories is displayed in the Category column and the mapping attributes are displayed in the Mapping Column. Click SUBMIT to map the attributes to the Categories.
|
To view Category-wise asset quantity, click the related Category on the graph.
Figure: ASSET LIST page
Software
Under the Software tab, you can view the following reports:
The following table describes the fields and icons on the OPERATING SYSTEM SUMMARY report:
Field | Description |
---|---|
Click the Print Table icon to print the report. | |
Click the Export to Excel icon to export the data of this report to Microsoft Excel. | |
View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. See Screen Shot Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
|
To view the installation counts for each operating system, click the related operating system on the graph.
Figure: SOFTWARE DETAILS
Figure: SOFTWARE LICENSE USAGE
The following table describes the fields and icons on the SOFTWARE LICENSE USAGE report:
Field | Description |
---|---|
Click the Print Table icon to print the report. | |
Click the Export to Excel icon to export the data of this report to a Microsoft Excel sheet. | |
View Data/Hide Data | Click View Data to view the report details in a table. Click Hide Data to hide the table. See Screen Shot Click the number hyperlink in each column to view the mapped attributes with the count on the ASSET LIST pop-up page. Click the number hyperlink for the mapped attribute to view the Assets configured for the selected attribute.
|
To view the installation counts for each Software, click the related Software on the graph.
Figure: SOFTWARE DETAILS - Number of Licences for each Asset
Figure: SOFTWARE DETAILS - Number of Licences for each Customer
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the DASHBOARD page.
Filters
Click Filters to specify the Tenant and Location to display records in the Dashboard report.
Figure: FILTERS pop-up page
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