Create a custom asset report

Asset reporting can help you manage organizational assets by providing the statistics you need to make informed decisions. You can build real-time reports for multiple assets based on your selected features.

The Reports tab includes several predefined asset reports you can use to generate a report. Click a report template or create your own customized report. The report types include bar chart, pie chart, and table-only reports. If you have multiple assets, you can export the asset data to a consolidated report, such as a PDF, TSV, or Excel file.

See the following sections:

Specify basic information

1. Click Reports > Reports.

2. In the Reports tab, ensure that the Override Dates option is deselected unless required. Otherwise, your report will not reflect your targeted dates.

   

3. Click New.

4. In the Report Basics tab, enter a name that identifies the report. The report name is displayed in the report title.

5. (Optional) From the Report Group drop-down menu, select a report group. Applying a report group can make reports easier to find when you have several reports.

If no report groups are available, the default report group is Sample Reports. To create a new report group, save the information currently in the Report Basics tab and see Create report groups to learn how to build report groups.

6. From the Report Type drop-down menu, select Asset Report.

   The Report Details and Report Filters tabs appear. These tabs define what the report looks like and the data it contains.

7. Click the Report Details tab.

   Continue with one of the following sections, depending on what type of report you want to create:

   • Bar or pie chart
   • Table-only

Create a bar or pie chart asset report

1. In the Chart Type row, select Bar Chart or Pie Chart.

2. From the Bar or Pie Slice Category drop-down menu, select what the bar or pie slices represent. For example, if you select Model, the chart includes all assets by model.

3. (Bar charts only) If you want to subdivide the bars:

   1. Select an option from the Bar Stack Category drop-down menu. If selected, the individual bars are split into separate colors.

   2. Select the Draw as percentages checkbox if you want to display the bar stack categories with percentage values.

4. If you want to create multiple charts, click the Repetition Category drop-down menu and select the category used to create multiple charts.

   A separate chart (along with a table, if specified) will be generated for each item in the repetition category. For example, if Repetition Category is set to Location, a separate chart (along with a table, if specified) is generated for each location.

5. Select the Chart Metric attribute used to determine the bar lengths or size of the pie chart slices. For example, if you select Asset Count, each bar or pie slice reflects the number of assets for a specific category.

6. Select the Order By Chart Metric checkbox to include a table of values in the report. The values include hyperlinks to the corresponding assets or tickets. Otherwise, leave this checkbox unchecked.

7. Select the Show Table checkbox to include a table of values in the report. The values include hyperlinks to the corresponding assets or tickets. Otherwise, clear this checkbox.

8. Select the targeted values for this report.

9. Select the Show Filters checkbox to include the list of configured filters for this report. Selecting the checkbox does not affect how the data is filtered, but only whether the filter list is visible in the report. Otherwise, leave this checkbox unchecked.

10. Select the Show Non-Zero Items Only checkbox to include only data with asset numbers different than zero. Otherwise, clear this checkbox.

11. (Optional) Add a report filter.
    1. Click the Report Filters tab.
    2. Click New.

    3. Select an option from the Filter Attribute drop-down menu.

    For example, if you select Model, the report filters all assets by model.

12. In the Report Details window, click Save.

13. Click Run Report to generate the report. When you are finished, click Save.

    The report is displayed, as shown in the following examples.

    

    

Create a table only asset report

1. Click the name of the report to open it.

2. In the Chart Type row, select Table Only.

3. From the Row Category drop-down menu, select the report main category that defines the rows.

4. From the Show drop-down menu, select the number of items that are displayed in the table.

5. From the Column Category drop-down menu, select an option that defines the columns. For example, if you select Asset Type, the table columns in the report represent assets by model.

6. If you want to create multiple tables, click the Repetition Category drop-down menu and select the category used to create multiple tables.

   A separate tables will be generated for each item in the repetition category. For example, if Repetition Category is set to Location, a separate tables is generated for each location.

7. Select the Order By Table Data checkbox to order the categories by table data.

8. Select the targeted values for this report.

9. Select the Show Filters checkbox to include the list of configured filters for this report. Otherwise, clear this checkbox.

10. Select the Show Non-Zero Items Only checkbox to include only data with asset numbers higher than zero.

11. (Optional) Add a report filter.
    1. Click the Report Filters tab.
    2. Click New.

    3. Click the Filter Attribute drop-down menu and select an option.

       For example, if you select Model, the report filters all assets by model.

       If your filter attribute is identical to the report category, only the values allowed by the filter appear in the report.

    4. Click the Report Details tab.

12. In the Report Details window, click Save.

    Your changes are saved.

13. Click Run Report.

The report appears, as shown below.

Export the asset data to a consolidated report

Connections may time out when exporting large quantities of assets (for example, 30,000 assets). If so, try exporting assets in batches.

1. Click Assets > Search Assets.

2. In the checkbox column, select the checkbox at the top of the column.

   

3. Click a report format.

   

4. Save the report to your hard drive or another location.