Asset Management dashboards and reports

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

Several financial reports are available on 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

This list shows the 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.

This list shows the filters you can use to slice data:

  • 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:

This list shows the reports on the dashboard:

  • 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.

This list shows the filters you can use to slice data:

  • 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 reports which gives the information about asset item quantities, asset values by division, and compares basis and life to date depreciation value for each division.

This list shows the reports on the dashboard:

  • 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.

This list shows the filters you can use to slice data:

  • 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 reports which gives information about asset details based on location.

This list shows the reports on the dashboard:

  • 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.

This list shows the filters you can use to slice data:

  • 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 reports that compares the life, life remaining, percent life remaining and percent life consumed by asset type.

This list shows the reports on the dashboard:

  • 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.

This list shows the filters you can use to slice data:

  • 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 reports which show book details.

This list shows the reports on the dashboard:

  • 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.

This list shows the filters you can use to slice data:

  • 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