Asset Transaction Details Report

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.

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
   Tenant	Select the required tenant from the drop-down list. For more information, see Configuring Tenant.
   Category	Specify the category.
   Location	Specify the location from the Location tree hierarchy. For more information, see Configuring Location.
   Search By	Specify the search by value such as Asset ID, Asset Code etc.
   Search Value	Specify 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.