User Action Report

Owned by sivani.sahu (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

The User Action Report provides a detailed view of the various end user actions with respect to the assets allocated to them.

 Additional Information

The actions that an end user can perform with an asset is either to accept or reject the allocated asset. Accordingly the status of the asset can be Accepted or Rejected. If the allocated asset is not accepted by the user in due time, then the status of the asset would be Pending for Acceptance. Likewise, whenever an user initiates an asset return movement then the status of the corresponding status would be Pending for Return. This pending status would be changed only when the final approver of the return movement approves the return request by the user.

The User Action report gives a comprehensive yet detailed view of the assets with respect to the user actions and the corresponding status of the allocated assets. This report also gives an Analyst a quick view regarding the pending actions from the users. The details such as Current Reporting Manager and Alternate Supervisor of the Asset is also available in this report.  

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

For more information about Asset Management reports, see Viewing Reports.

Steps to access User Action Report:

  1. Navigate to Reports > Asset Management > User Action Report.

  2. Click Filters on the Action panel to specify the filter criteria for generating the report.
    The FILTERS pop-up appears.

  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.
    Asset Type

    Select asset type from the list of options. 

    • Select All - Select this option if you need the list of all user actions irrespective of asset type.
    • Fixed Asset 
    • Consumable
    • Accessories 
    CategorySelect the asset category from the options, if needed. All the categories configured for the selected Asset Type would be available.
    Asset Status

    Select the specific asset status from the list of options available. 

    • Pending for Acceptance by User
    • Accepted
    • Rejected and Pending for Return
    • Pending for Return Acceptance
    Location

    Select the Location. Click icon to to search for a specific location. For more details, view Location.

    User

    Either directly type in a name and select the required name from the filtered drop-down or click on the to search for a specific user.

    Allocated From DateSpecify the date from which you need the report based on the asset allocation to the user.
    Allocated To DateSpecify the date to which you need the report based on the asset allocation to the user.

  4. Click SUBMIT.
    The User Action report is displayed. you get an extensive tabular view of the report.

    Figure: USER ACTION REPORT 

Click any Asset ID hyperlink to view the details of the selected asset.

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 User Action report page.

IconAction

Prints the displayed report records.

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

Exports the entire list of records to a Microsoft Excel sheet.