Allocated Asset Report

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

The Allocated Assets report provides the details of assets under each Status for a selected Tenant. Admin or Analyst can access the report based on access privileges assigned through roles. 

 Additional Information

This report provides a graphical and tabular view of the list of assets in each status. This helps the Admin or analyst to get a comprehensive view of the assets of a selected tenant at a location depending on their status.

The status of assets can be either Allocated, In-Store, In-Repair, In-Transit, or Inactive. Status names of assets can be configured by the customer. Hence it is not necessary that the customer view of this report shows the exact Status names as depicted in the figures and documentation.

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

Steps to access Allocated Asset Report 

To view the Allocated Asset Report, perform the following steps:

  1. Navigate to Reports > Asset Management > Allocated Asset Report.
  2. Click Filters on the Action panel to specify the filter criteria for generating the report.
    The FILTERS pop-up appears.

    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.
    Location

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

  4. Click SUBMIT.
    The Allocated Asset Report is displayed. You get a graphical and tabular view of the report.


    Figure: ALLOCATED ASSET 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 Allocated Asset Report page.

IconAction

Prints the page. 

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

 Displays CATEGORY FIELDS MAPPING pop-up page.

 Details

Figure: Category Fields Mapping Pop-up 

Select a Mapping Column for each Category and click SUBMIT. The display of the Category Wise Grouped Summary graphical report is based on this category mapping.