Asset Transaction Details Report

Owned by sivani.sahu (Unlicensed)
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

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. Admin or Analyst can access the report based on access privileges assigned through roles.

 Additional Information

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:

  1. Navigate to Reports > Asset Management > Asset Transaction Details Report.
    Click Filters.
    The Filters pop-up page is displayed.


    Figure: FILTERS pop-up

  2. Enter or select the values for Filter fields as described in the Field Description table.

    Field Description

    Field

    Description

    TenantSelect the required tenant from the drop-down list. For more information, see Configuring Tenant.
    CategorySpecify the category.
    LocationSpecify the location from the Location tree hierarchy. For more information, see Configuring Location.
    Search BySpecify the search by value such as Asset ID, Asset Code etc.
    Search ValueSpecify 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 icon.

    Note

    This field is visible if Frequency is selected as Daily.

    Week

    Select the week and the year from the drop-down list.

    Note

    This field is visible if Frequency is selected as Weekly.

    Month

    Select the month and the year from the drop-down list.

    Note

    This field is visible if Frequency is selected as Monthly.

    From Date

    Select the start date from the calendar icon.

    Note

    This field is visible if Frequency is selected as Custom Range.

    To Date

    Select the end date from the calendar icon.

    Note

    This field is visible if Frequency is selected as  Custom Range.


  3. 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:


    Figure: ASSET TRANSACTION DETAILS REPORT


    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 Transactions Details report page.

Icons

Action

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.