Viewing Reports

Ā 

There are various reports that can be generated, viewed, and used for analysis by the Analysts, Managers, and Administrators of theĀ AssetĀ ManagementĀ module.

List of SummitAI Asset Management Reports

To View Reports:

  1. Click theĀ ReportsĀ menu and selectĀ AssetĀ Management. The following page is displayed.


    Figure:Ā Ā REPORT page
  2. All the reports forĀ AssetĀ ManagementĀ are listed in theĀ REPORTSĀ section of the page. ClickĀ Ā andĀ Ā to scroll through the list of reports. ClickĀ Ā icon to hide theĀ REPORTSĀ section of the page. To search for a specific report in the report list, type in the name of the report in the search bar and click theĀ SearchĀ iconĀ or you can also select a report from the drop-down list.
  3. Select the report you want to view. The page is populated with the data in the graphical or tabular form. In many of the reports, there are hyperlinks that you can click to further drill-down the report.

Note:

You can create Custom Reports, Instant Reports, and New Dashboards by clicking , Ā and , respectively. For more information, see SUMMITAI Platform Online Help.