Asset Ageing by Customer Report

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

The Asset Ageing by Customer Report displays the age of the Assets used by different customers. You can use Assets Aging by Customer report to list all assets to a specific customer grouped by the number of years. Admin or Analyst can access the report based on access privileges assigned through roles.

 Additional Information

The primary purpose of an Asset Ageing by Customer Report is to keep track of customer and the number of years they have been using the asset. A summarized report will have one grand total of number of years for each customer. The asset age will be broken into one year interval time duration. As the report displays both graphical and summary view on single page, it is fairly easy to understand.

For information about reports, see Viewing Reports.

Steps to access Asset Ageing by Customer Report
To view the Asset Ageing by Customer report, perform the following steps:

  1. Navigate to Reports > Asset Management > Asset Ageing by Customer Report.
    Click Filters.
    The Filters pop-up page is displayed.


    Figure: FILTERS pop-up page 

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

    Field Description

    Fields

    Description

    Tenant

    Select the required Tenant from the drop-down list. For more information, see Configuring Tenant.

    Location

    Select the location from the LOCATION hierarchy tree. For more information, see Configuring Location.

    Category

    Select the Category from the list.

    Include In Store Asset

    Select the check box to include the Store Assets.

  3. Click Submit.
    The Asset Ageing by Customer report is displayed. A sample screenshot is shown below. You get a graphical and tabular view of the report.


    Figure: Asset Ageing by Customer Report 

The age of the Assets are represented by different colors in the bar graph. Click on any legend to remove the age range from the graph. A sample screenshot is shown below:

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 Return Status report page.

Icon

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.