Reports & Export
The Assets module includes comprehensive reporting. Generate reports for assets, depreciation, maintenance, checkouts, audit logs, and utilization - then export to PDF, Excel, or CSV.
1. Access Reportsโ
Navigation: Assets โ Reports from the sidebar.
2. Available Reportsโ
| Report | Description | Use Case |
|---|---|---|
| Assets List | All assets with details | Inventory audit, export to accounting |
| Depreciation | Depreciation values, residual value | Financial reporting, tax |
| Maintenance | Maintenance schedule and history | Compliance, vendor management |
| Checkout | Check-in/out history | Usage tracking, overdue follow-up |
| Audit | Complete activity trail | Compliance, security review |
| Utilization | Asset usage rates, allocation % | Optimization, capacity planning |
3. Using Reportsโ
Stepsโ
- Go to Assets โ Reports
- Select the Report Type
- Apply Filters (optional):
- Group - Asset category
- Location - Storage location
- Status - Asset status
- Date From / Date To - For time-based reports
- Select Format: PDF, Excel, or CSV
- Click Generate Report
Outputโ
- PDF - Opens in browser, can be printed or saved
- Excel - Downloads as .xls file
- CSV - Downloads as .csv for import into other systems
4. Report Detailsโ
Assets List Reportโ
- Asset code, name, group, location, department
- Quantity, unit price, purchase date
- Warranty period, status
Depreciation Reportโ
- Asset code, name, purchase date
- Original value, depreciation period, months used
- Depreciation value, residual value, percentage
Maintenance Reportโ
- Maintenance records with asset, type, scheduled date
- Status, cost, vendor
- Filter by status, date range, asset
Checkout Reportโ
- Checkout records with asset, user, dates
- Status (checked out, returned, overdue)
- Filter by status, date range
Audit Reportโ
- All asset-related actions
- Who, when, what changed (old vs. new values)
- Filter by asset
Utilization Reportโ
- Asset usage statistics
- Total days owned vs. days used
- Utilization rate, allocation rate, checkout count
Best Practicesโ
- Run depreciation report regularly for accounting
- Export audit log for compliance reviews
- Use filters to focus on specific groups or periods
- Save PDFs for record-keeping and audits