Using the Fixed Asset Report

Use the Fixed Asset Report to create DataViews to analyze fixed assets.

  1. Open the Fixed Asset Report.
  2. In the Report Type field, select the type of report you want to generate:
    • Acquisition: This type shows acquisition information for a specified set of assets. This information includes the vendor number, the date the assets were acquired, and their initial cost.
    • Classification: This type shows comprehensive asset and depreciation information. The report shows information for each asset for the class, department, location, or vendor and provides totals for cost, accumulated depreciation, and depreciated value.
    • Cost: This type shows fixed asset cost information, organized by asset number. The report includes invoice information, purchasing information, amount totals, and the date to start depreciation.
    • Disposition: This type shows disposal history information, including book value, gain, loss, and dates of acquisition and disposal. It displays the current status of disposed assets.
    • Insurance: This type compares the current value of an asset to the insurance policy value to determine whether or not:
      • The policy is current
      • The amount of the policy is appropriate, compared to the value of the asset.
  3. In the Depreciation Schedule field, specify the type of depreciation to show when running an acquisition report.
  4. For these fields, specify a range of values to include in the report:
    • Asset
    • Class Code
    • Date Acquired
    • Department
    • Disposal Date
    • Unit
    • Item
    • Non-Tracked Location
    • Insurance Vendor
    • Insurance Expire Date
  5. Select the Status Codes to include in the report:
    • Inactive
    • Active
    • Disposed
    • New
  6. Select the Asset Types to include in the report:
    • Regular
    • Land
  7. Click DataView to generate the Fixed Assets DataView and review the report findings.
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