Asset Management dashboards and reports

To access Asset Management reports, select Asset Management > <dashboard name>.

Several financial reports are available in the dashboards for Asset Management. All detail reports with hierarchy are collapsed to show the highest level only. To view more details, click the expand button.

These dashboards are based on the Asset Management subject area

Asset Details

The Asset Details dashboard has three reports that show information about assets:

  • The Asset Item Cost per Status report shows the base asset item cost for each status per classification.
  • The Asset Item per Asset report shows the count of assets for each asset category.
  • The Asset Item Details report shows details of the base item cost, quantity, and transaction item cost of a company per asset item.

The filters used for slicing data are:

  • Asset
  • Asset Category
  • Asset Division
  • Asset Group
  • Asset Item Condition
  • Asset Item Description
  • Asset Lease
  • Asset Location
  • Asset Owner
  • Asset Status
  • Asset Type
  • Company
  • Finance Enterprise Group

Asset Management

The Asset Management dashboard has four reports which have a high level overview of assets:

  • The Asset Count by Status report shows the count of asset by status.
  • The Asset Category by Division report shows the count of non-depreciable and depreciable assets per division.
  • The Basis vs Life to Date Depreciation per Book report compares the basis and life to date depreciation value for each book.
  • The Asset Book Details report shows specific assets, books, methods, basis, book value, life, life remaining, life to date and year to date depreciation, and current period depreciation of assets.

The filters used for slicing data are:

  • Asset
  • Asset Category
  • Asset Division
  • Asset Group
  • Asset Lease
  • Asset Location
  • Asset Owner
  • Asset Status
  • Asset Type
  • Book
  • Company
  • Finance Enterprise Group

Asset Division

The Asset Division dashboard has three reports which gives the information of asset item quantities, asset values by division, and compares basis and life to date depreciation value for each division:

  • The Asset Item Quantity per Division report shows the asset item quantity for each asset item condition per division.
  • The Asset Value by Division report shows the asset value for each location per asset division.
  • The Basis vs Life to Date Depreciation per Division report compares the basis and life to date depreciation value for each division.

The filters used for slicing data are:

  • Asset
  • Asset Category
  • Asset Division
  • Asset Group
  • Asset Lease
  • Asset Location
  • Asset Owner
  • Asset Status
  • Asset Type
  • Book
  • Company
  • Finance Enterprise Group
  • Simulated

Asset Locations

The Asset Locations dashboard has three reports which gives the information of asset details based on location:

  • The Asset Item Quantity per Location report shows the asset item quantity for each asset item condition per asset location.
  • The Asset Value by Location report shows the asset value for each asset type per asset location.
  • The Basis vs Life to Date Depreciation report compares the basis and life to date depreciation value for each asset location.

The filters used for slicing data are:

  • Asset
  • Asset Category
  • Asset Division
  • Asset Group
  • Asset Lease
  • Asset Location
  • Asset Owner
  • Asset Status
  • Asset Type
  • Book
  • Company
  • Finance Enterprise Group
  • Simulated

Asset Types

The Asset Types dashboard has two reports comparing the life, life remaining, percent life remaining and percent life consumed by asset type:

  • The Average Life vs Average Life Remaining by Asset Type report compares the life and life remaining for each asset type.
  • The Percent Life Remaining per Asset Type report shows the percent life remaining and percent life consumed per asset type.

The filters used for slicing data are:

  • Asset
  • Asset Category
  • Asset Division
  • Asset Group
  • Asset Lease
  • Asset Location
  • Asset Owner
  • Asset Status
  • Asset Type
  • Book
  • Company
  • Finance Enterprise Group
  • Simulated

Books

The Books dashboard has three reports which shows book details:

  • The Asset Book Value per Book report shows the value for each book.
  • The Life Remaining per Book report compares the life and life remaining value for each book.
  • The Book Details report provides details of the books. The report shows specific books, depreciation type, book formula, basis, book value, year to date and life to date depreciation, and current period depreciation.

The filters used for slicing data are:

  • Asset
  • Asset Category
  • Asset Division
  • Asset Group
  • Asset Lease
  • Asset Location
  • Asset Owner
  • Asset Status
  • Asset Type
  • Book
  • Book Active
  • Company
  • Convention
  • Depreciation Type
  • Finance Enterprise Group
  • Method
  • Method Switch
  • Simulated