Asset Reports

21 views April 17, 2017 jpajaro 0

Asset Reports

The two Asset Reports list all possible information regarding a company’s assets.

The Asset Inventory Report displays any asset within the designated category which will require maintenance prior to the selected date. Items are grouped by Asset Category.

The Asset Usage Report displays any assets, by category or specific ID which have been used in completed Work Orders within the selected date range:

 

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Asset Reports screen with Inventory Report window open

To run the Asset Inventory Report:

  1. Double-click on Asset Inventory Report in the window or press F9 to display the Parameters for the Report window.
  2. Specify report parameters:
  • Next Work Date – The current date is set by default or choose another date from the calendar by clicking the  (down arrow) button.
  • Asset Category
  1. Click Run to run the report.

Clear the fields by clicking the   (X) button next to the respective field. To close the form without running a report, click Cancel.

To run the Asset Usage Report:

  1. Double-click Asset Usage Report in the window or press F9 to display the Parameters for Report window.
  2. Specify report parameters:
  • From Date – Set to the current date by default. Choose another date from the calendar by clicking the (down arrow) button.
  • To Date – Choose a date from the calendar by clicking the (down arrow) button.
  • Business Unit
  • Asset Category
  • Asset ID – If an Asset Category is selected, the Asset ID list will include only assets of this category. Otherwise, all assets will be displayed.
  1. Click Run to run the report.

Clear the Asset fields by clicking the (X) button next to each field. To close the form without running a report, click Cancel.