Reports
Asset Manager includes a full reporting suite for analyzing your asset data. Reports are generated on-screen with options to filter, group, export, and print.
Accessing Reports
Navigate to Reports from the main menu. The reports page has two main areas:
- Report List (left panel) — Select the report you want to run.
- Report Viewer (right panel) — Displays the generated report with tools for navigating, exporting, and printing.
Available Reports
Asset Reports
| Report | Description |
|---|---|
| Asset List | A summary list of assets with key fields |
| Asset Details | A detailed report with all asset information |
| Assets Checked Out | All assets currently assigned to a custodian |
| Audit Checklist | A printable checklist for performing physical audits |
| Warranty Expiration | Assets with upcoming or expired warranties |
Service Reports
| Report | Description |
|---|---|
| Completed Service | A history of completed maintenance work |
| Overdue Service | Scheduled service that is past its due date |
| Service Schedule | All upcoming scheduled service |
| Upcoming Service | Service due within a specified time frame |
Other Reports
| Report | Description |
|---|---|
| Personnel List | A list of people in the system |
| Vendor List | A list of vendors |
| Barcode Labels | Generate printable barcode labels for your assets |
Filtering Reports
After selecting a report, use the filter tools at the top of the page:
- Group By — Choose a field to group results (e.g., group assets by location or type).
- Filter — Narrow results by a specific field and value (e.g., Status = "Available"). Click the + button to add multiple filters. When you apply multiple filters, they combine with AND logic — only records matching all filters are included.
- Date Range — Available on service reports (Completed Service, Overdue Service, Upcoming Service) and Warranty Expiration. Filter results to a specific time period.
Filters update the report automatically when changed.
Using the Report Viewer
The report viewer provides a toolbar with several actions:
- Navigate — Page through multi-page reports.
- Search — Find specific text within the report.
- Export — Download the report in various formats (PDF, Excel, CSV, and more).
- Print — Send the report directly to your printer.
Receipts
Check-out and check-in operations can generate printable receipts. When you check the Show Receipt box during a check-out or check-in, a receipt is generated showing the transaction details — useful as a signed acknowledgment.
Barcode Labels
The Barcode Labels report generates printable barcode labels for your assets. Select a label format and choose which assets to include. Print the labels on standard label stock to tag your physical inventory.