The Asset Reports directory groups available reports by inventory, finance, maintenance, and operations.
Choose a report
The directory links Asset Summary, Asset List, Assets by Category, Assets by Location, Depreciation Schedule, Warranty, AMC, Maintenance, Assignment, Movement, Transfer, and Disposal reports.
If you need to change a record rather than report on it, use Browse the asset register and then Asset details.
| Report | What it shows |
|---|---|
| Asset Summary | Portfolio totals and counts by status, condition, category, location, and department. |
| Asset List | Detailed asset register with identity, classification, location, assignment, and purchase fields. |
| Assets by Category | Asset count, purchase value, and status mix for each category. |
| Assets by Location | Asset count, purchase value, and status mix by location, including unassigned assets. |
| Depreciation Schedule | Original value, rate, useful life, accumulated depreciation, book value, and salvage value per asset. |
| Warranty | Assets grouped by warranty expiry window, with their end dates. |
| AMC | Assets grouped by AMC expiry window, with vendor, cost, and end date. |
| Maintenance | Requests with type, priority, status, requester, and request date. |
| Assignment | Assigned and unassigned totals, plus assignee and custodian breakdowns. |
| Movement | Movement, assignment, and status-change history. |
| Transfer | Transfer requests, status, source, destination, requester, and reason. |
| Disposal | Disposal requests and financial totals, including value and gain or loss. |
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The asset report directory.
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Inventory and value
Asset Summary shows four KPI cards and five distribution tables. Its Export Excel action downloads the summary.
| Card or table | What it shows |
|---|---|
| Total Assets | All active assets. |
| Critical Assets | Assets marked as critical. |
| Total Value | Combined purchase value of all assets. |
| Average Value | Mean purchase value per asset. |
| By Status | Asset count for each lifecycle status. |
| By Condition | Asset count for each condition, including Unspecified. |
| By Category | Asset count for each category. |
| By Location | Asset count for each location, including Unassigned. |
| By Department | Asset count for each department, including Unassigned. |
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The asset summary report.
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Use the detailed Asset List
Search assets or filter by category, status, condition, location, and department. Clear removes active filters. Export Excel uses the selected filters.
| Column | Shows |
|---|---|
| Asset Tag and Name | Asset identity. |
| Category and Type | Asset classification. |
| Status and Condition | Lifecycle state and physical condition. |
| Location and Department | Where the asset is recorded and which department holds it; unassigned values are labeled. |
| Assigned To | Person assigned to the asset, or Unassigned. |
| Serial Number | Manufacturer serial number, if present. |
| Purchase Date and Purchase Price | Date and amount recorded for procurement. |
| Vendor | Associated purchase vendor. |
Service and operations
The Maintenance Report supports search and filters for status, priority, request type, asset, and date range. Its rows show request number, asset and tag, maintenance type, request type, priority, status, requester, and request date.
- Warranty report
- AMC report
- Maintenance report
- Assignment report
- Movement report
- Transfer report
- Disposal report
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The maintenance report.
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Assignment and disposal cards
| Report card | What it shows |
|---|---|
| Assignment: Assigned Assets | Assets with a named assignee. |
| Assignment: Unassigned Assets | Assets without a named assignee. |
| Assignment: Assignees | Distinct named people holding assets. |
| Assignment: Custodians | Members holding assets in custody. |
| Disposal: Total Disposals | Number of disposal requests. |
| Disposal: Book Value | Net book value of disposed assets. |
| Disposal: Disposal Value | Proceeds from disposals. |
| Disposal: Gain / Loss | Disposal proceeds less cost and book value. |
Category and location cards
| Report card | What it shows |
|---|---|
| By Category: Total Assets | Assets across all categories. |
| By Category: Total Value | Combined purchase value of those assets. |
| By Category: Categories | Categories that contain assets. |
| By Location: Total Assets | Assets across all locations. |
| By Location: Total Value | Combined purchase value of those assets. |
| By Location: Locations | Locations that contain assets. |
| By Location: Unassigned | Assets without a linked location; the page also shows their purchase value. |