AssetCloud Help
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Reports

Asset Cloud comes with a variety of useful reports. You can create reports for the following modules - Asset Reports, Asset Depreciation Reports, Audit Reports, Check Out Reports, Contract/License Reports, Funding Reports, Asset Type Reports, Transaction Reports, Purchase Order Reports, Maintenance Reports, Work Order Reports, Other Reports > Mobile Install, Labels, and Receipts.

Run Reports

Schedule Reports Complete version of Asset Cloud only.

Design Reports Complete version of Asset Cloud only.

Design Report FAQs

Undo Reports

Reset Reports

 

Note on limits that apply to reports:

 

Run Reports

To run a report - For example - Asset By Asset Type Report under Asset Reports.

  1. Select Reports > All Reports.

  1. The Reports screen will appear.

  1. Select the report to be generated by clicking on the dropdown button. For example, if you want to run the Asset by Asset Type report, click Asset Reports > Asset by Asset Type.

  1. The report details and report parameters will appear:

  1. Report Details: The report details will display the selected report's name and description. You can edit the report name and description. After editing, click on the Save button. The Save button in the Report details is ONLY for saving Report Name Change and Report Description Change (as seen in screenshots).

Example - Refer to the below image where the report name is updated - "Asset By Asset Type Report" is changed to "Asset By Asset Type". After saving, the new name will appear in the reports menu as well as in the report generated by the user. Similarly, a new description will appear, if you make changes in the report description and save it by clicking on the Save button.

  1. Report Parameters: The report parameters work as filters to limit the data that appears on the report. Complete the parameters section as needed.

  1. Set as many parameters as needed for the report.
  2. Click on the Run Report button after setting the parameters.

  1. The report will appear in a separate window. You can use the navigation tools at the top of the report to print, save or browse through the report.

The Recommended setting values are -  Image Resolution = 300dpi (or greater) and  Image Quality = 75% (or greater).

 

Schedule Reports

Complete version of Asset Cloud only.

The purpose of the Schedule Report is to automatically run a report on a specified schedule and send the report to designated recipients through an e-mail. Schedule Report is a button provided on the All Reports screen.

The list of the already scheduled report can be seen on the Scheduled Report screen. Refer to View Scheduled Reports.

To run a report automatically and to send those reports, follow the steps shown below:

  1. Select the report on the Reports screen.
  2. Set the desired report parameters.
  3. Click on the Schedule Report button.

  1. The Schedule Report screen will appear.

Schedule a report

  1. Enter the Schedule Name (mandatory).
  2. Select the Status. The options are Enabled and Disabled.
  3. Select the Report Format. The options are CSV and PDF.

Recurrence (mandatory)

  1. Select the Start On date to run the report using the calendar.

  1. Select the schedule at which you want to run the report. The options are Days, Weeks, and Months. Based on the selection the Schedule option will vary as shown below:

Email

  1. Email Subject - Enter the email subject. Now the email subject can be customized in the scheduled reports. You can add placeholders to include the product, type, tenant, and UtcNow. The placeholder will be automatically replaced by the exact information in the report at the time your email is sent.

Note - App.config key name: EmailSubjectTemplate. There is an app config value that is used to replace the email subject line. The app.config value is a default email subject and it is specific to On-Premise. If no subject is specified then this value will be used.

Choose Report Recipient

  1. Choose the report recipients by selecting the checkbox. The options are Send to Myself, Send to Users, Send to Roles, and Send to these e-mail addresses.

  1. Click on the Save button.
  2. The Report will run based on the schedule set by you. The receiver will receive an e-mail along with the report.

 

Design Report

Complete version of Asset Cloud only.

Asset Cloud gives you the ability to customize the reports as needed. This process requires a working knowledge of Stimulsoft Reports. For instructions on utilizing Stimlsoft to customize a report, please refer to https://www.stimulsoft.com/en/documentation/online/user-manual/index.html?exports_how_to_create_report_for_export.htm.

 

To design a report, select the report on the Reports page, then click the Design Report button.


The Report Designer will appear.



For instructions on utilizing Stimlsoft to customize a report, please refer to https://www.stimulsoft.com/en/documentation/online/user-manual/index.html?exports_how_to_create_report_for_export.htm.

Note - The image used should be close to the right size needed in the report. For best results try not to include small text in the image. Small text in an image will not be as clear as using a text label in the report designer

 

Undo Reports

The Undo Reports button can be used to recover from report changes that did not work as expected. Every time you make a change in a report and save it. The Asset Cloud will create a backup copy of the older version of that report before saving the new report. If you see unexpected or undesired results after saving changes to a report, use the Undo function to recover the previously saved version of the report.

Note that the Undo Reports button can revert to the previously saved version of the report. Suppose you generated a Report 'A'. Now you made a change and generated a Report ‘B’. Again you made a change and generated a Report 'C'. So in this case, the Undo Reports button can revert to Report 'B'. It cannot revert to Report 'A'.

Please refer below example to understand the functionality of Undo Button.

  1. Click on All Reports >Other Reports > Mobile Install. Click on the Design Report button.

  1. The Design Report will open in a new tab. Make the required changes in the Report. For example - In the figure below, the word "Start app" is changed to "Start Application". Click on the Save button.

  1. In the Report screen, the Undo Report button will be enabled. Click on the Undo Report button.

  1. A message will appear asking the user if they want to revert to the previously saved version of the report. Click on the Yes button.

  1. Click on the Design Report again to view the previously saved version of the report.

 

Reset Report

This feature resets the report parameters to their default values.

After setting parameters for a report, you can clear out any selections you have made by clicking Reset Report. Reset Report should also be selected after an update to Asset Cloud to make sure you have the latest version of the report.

 

FAQs - Refer to Knowledgebase - Knowledgebase > Cloud > AssetCloud for report related FAQs.

For example

Note: Use of the resources described here requires internet access.