Allocated Asset Report

Owned by Julie Joy (Unlicensed)
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

The Allocated Assets report provides a graphical and tabular report of the list of Allocated Assets, Assets In-Store, Assets In-Repair, and Deactive Assets. You can also view the Asset details, such as serial number of the Asset, Asset ID, Asset code, Employee ID, user name, customer, and so on for the Assets. For information about reports, see Viewing Reports.


Figure:  ALLOCATED ASSET REPORT: Graphical Report

To view Category-Wise Asset details, click on the related category on the graph. 

 See Screen Shot

CUSTOMER WISE ALLOCATED ASSET SUMMARY
Figure: CATEGORY WISE GROUPED ASSET SUMMARY

To view the Allocated Assets for each Customer, click on the bar on the graph. The CUSTOMER WISE ALLOCATED ASSET SUMMARY graphical report is displayed.


Figure: CUSTOMER WISE ALLOCATED ASSET SUMMARY

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.

DETAILS - Category Wise Asset Details
Figure: ALLOCATED ASSETS - ASSET LIST

In the graphical report, you can choose the Chart Type. To view more details about the Allocated Assets, click the various sections of the bars. You can also download the report as JPEG, PNG, PDF, or SVG vector image by clicking the Download icon on the top-right corner of the report.

ASSET DETAILS page
Figure:  DETAILS - Category Wise Asset Details

In the list report, you can view the count of Allocated, In-Store, In-Repair, and Deactive Assets for each Asset Category. To view more details, click the hyperlinks in the report. 

 See Screen Shot

To view the detailed Asset list, click the hyperlink in the Count column.

ASSET DETAILS page - List of Assets
Figure: ASSET DETAILS page - List of Assets

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the ALLOCATED ASSET REPORT page.

Filters

Click Filters to select the Tenant and the location for which you want to view the report. Based on the selected Tenant and Location, the Allocated Asset Report is displayed.

FILTERS pop-up page
Figure:  FILTERS pop-up page

PRINT TABLE

Click PRINT TABLE to print the displayed report records.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records in the report to a Microsoft Excel Sheet.

MAP FIELDS

Click MAP FIELDS to display the CATEGORY FIELDS MAPPING pop-up page. Select a Mapping Column for each Category and click SUBMIT.


CATEGORY FIELDS MAPPING pop-up page
Figure:  CATEGORY FIELDS MAPPING pop-up page