Asset Management Report Overview
The Asset Management report within the SapphireOne Assets mode allows the printing of reports designed to assist in the control and tracking of your assets during various events that occur in the life of an asset.
When the Asset Management report is selected from the Assets Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.
Asset Management Report Type Menu
Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.
| Repair | Asset report showing when items are due for repair or due back from repair. |
| Service | Asset report showing when items are due for service or due back from service. |
| Loan | Asset report showing when items were loaned or due back. |
| Warranty | Asset report showing the warranty for assets |
| Insurance | Asset report showing when items insurance is due. |
| Next Service | Asset report showing when items are next due for service or due back from service. |
Dictation and Speech to Text Overview
SapphireOne’s Dictation (MacOS) and Speech to Text (Windows) functionalities revolutionise data entry. These features are available for any data entry field and all inquiry screens within SapphireOne. For instance, when a user makes a call via the SapphireOne Softphone, SapphireOne automatically timestamps the contact and phone number. Post-call, users can dictate notes directly into the CRM contact memo field in relation to the stamp.
This functionality is applicable across all Data Entry screens. As examples, when entering a Vendor Invoice (VI), users can dictate memos directly. Similarly, additional lines can be added to the General Ledger account, with each line having a unique memo field. After an employee interview, users can efficiently dictate notes.
Speech to Text and Dictation are powerful tools that SapphireOne and its clients use daily, significantly saving time.
Report Sort Order Menu
The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:
| No Sort | This will display the Report in the order they are displayed |
| By ID | This will sort by the Asset ID. |
| By Name | This will sort by the Asset name. |
| By Class A | This will sort by the Assets Class A. |
| By Class B | This will sort by the Assets Class B. |
| By Class A & Location | This will sort by the Assets Class A and then its Location. |
| By Class B & Location | This will sort by the Assets Class B and then its Location. |
| By Location | This will sort by the Assets location. |
| By Class A & Class B | This will sort by Assets Class A and then Class B. |
| By Class B & Class A | This will sort by the Assets Class B and then Class A. |
| By Company | This will sort by the Assets Company. |
Report Selection Menu
| Next 30 Days | This filters the actions required on the assets for the next 30 days. |
| This Month | This filters the actions required on assets to this month only |
| Next 7 Days | This filters the actions required on assets for the next 7 days. |
| Today | This filters the actions required on assets today. |
| Last 30 days | This filters the actions required on assets for the last 30 days. |
Report Buttons
| Print Button | Select this to Print the Report. |
| Cancel Button | Select this to Cancel the Report. |
| Record List Button | Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed. |
| Options Button | The Options Button allows for even further customisation of the Report. Further details are outlined below. |
| Queue Button | Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print. |
| Background Button | Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating. |
The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.