Generate Asset Management Reports

The Asset Management Report provides a comprehensive overview of your asset portfolio, including allocation, utilisation, and performance metrics. This report is vital for effective asset management and strategic planning. The steps are as follows:

1. Navigate to Assets > Assets > Asset Management Report.
2. Select Criteria:
   • Range Menu – Choose the period for which you want the report.
   • Depart Menu – Select the department if you want to filter by a specific department.
3. Display Options:
   • Outstanding + Accrued Checkbox – Check this box if you want to include outstanding and accrued amounts in the report.
4. Click the Recalculate button to generate the report.
5. Use the Export to HTML or Export to CSV buttons to save the report in your desired format.
6. Click the Print button if you need a hard copy.

For more detailed instructions, please refer to the Assets > Assets > Asset Management Report article.