Generating a projection report

  1. Select Assets > Reporting > Operations.
  2. On the Depreciation panel, select Projections.
  3. In the Selection Options, specify this information:
    Book
    Specify the book name.
    From Projection Date
    Specify the start date of the projection date.
    To Projection Date
    Select the end date of the projection date.
    From In Service Date
    Select the beginning in-service date.
    To In Service Date
    Select the ending in-service date.
    Company
    Select the company or company group. You cannot select both.
    Company Group
    Select the company or company group. You cannot select both.
    Classification
    Select the lease classification.
    Location
    Select the location of the asset.
    Division
    Select the division. If this field is blank, then all divisions are selected.
    Type
    Specify the asset type. If this field is blank, then all types are selected.
    Property
    Select a property type. Examples are Land, Personal, and Real.
    Disposals
    Select the disposal option.
  4. In the Additional Options, specify this information:
    Simulated
    Select whether the calculation treatment is for simulated assets. If you select Only, then only the simulated assets are included.
    Tax Exempt
    Select the tax exempt status.
    Used
    Select Yes if the asset is used. Select No if the asset is new.
    Asset
    Specify the asset.
    Or Lease
    Specify the lease.
    Tag
    Specify the tag number for the asset.
    Asset Group
    Select the name of an asset group.
    Transaction Dimensions or Asset Dimension Group
    Specify account information for the transaction dimensions or asset dimension group.
  5. In the Output Options, specify this information:
    Report Option
    Select if you want an annual or a periodic report.
    Page Break
    Select if you want page breaks in the report.
    Sequence Lease
    Select if you want a sequence lease or not.
    Dimension Sort
    Select if you want to sort the asset dimension group, default transaction dimensions, or not.
    Location
    Select Yes if the output totals are printed by location.
    Division
    Select Yes if the output totals are printed by division.
    Dimension
    Select the dimension group.
    Type, Sub
    Select Yes to print the output totals by type.
    Asset Group
    Select Yes to print the output totals by asset group.
    Asset
    Select if the output totals are printed by Summary, Detail, or none.
    Note: If Detail is selected, the option to Display Line Level Details for the report appears. Select this check box to display the details in the output.
    Miscellaneous Category
    Select if there is a miscellaneous category.
    Property
    Select Yes to print output totals by property type.
    In-Service
    Select Yes to print the in-service date.
    Include WIP
    Select Yes to print the WIP transactions.
    CSV
    Select if you want a CSV output.
  6. In the Report Distribution, specify this information:
    Asset Projection Report
    Select the projection report and the Report Export Type.
    Asset Projection Detail Report
    Select the projection detail report and the Report Export Type.
  7. Click Submit.