REPORTS TOPICS

• To view a report
• To filter a report
• To export a report
• Available reports

To view a report

Reports are grouped under six tabs in the Reports window.

1 Click the drop-down arrow next to the Reports button or select Index to Reports from the Reports Menu in the command centre and select from the list or click on the Reports button. The Reports window appears.

 

2 Click a tab to view the reports associated with that tab. For example, to view the list of asset reports, click the Asset tab.

3 Select a report and click Display. The report is displayed on your screen. 

4 Click the Print icon  in the menu bar at the top of the report to print the report.

5 Click the Export icon  in the menu bar at the top of the report to export the report (See below for info on Exporting to Excel)

6 Click Close to close the report.

To filter a report

You can control the amount of information that appears on your reports by using AssetManager Pro Pro's filters feature. Filters allow you to choose specific pieces or ranges of data that can be included on a single report.

NOTE : Filters The filter is available on the following reports - Asset Depreciation Values by Card, Asset Depreciation by Asset Group, Asset Detailed List, Asset History, Asset List, Asset List by Asset Group, Asset List by Card, Asset Reconciliation, Changes in asset Effective Life, Header List, Transaction Detailed List and Transaction List.


For example, if you want to print an Asset Journal report for the months of May to July, you can use the filters to select those criteria only.

1 Highlight the report you want to print in the Reports window and click Filters at the bottom of the window. The Report Filters window appears.

2 The Report Filters window varies, depending upon the report you're filtering. 

3 If you want to select a single asset, or a number of specific assets, select the Asset Range option and click the down-arrow to select the assets you want. Otherwise select the All Assets option.

4 Enter the date range in the Date From and Date To fields, then click OK to close the window. You can now print or display the report with the filters you selected.

To export a report to Excel

As part of the release of AssetManager Pro 2016 the MS Excel output has been revamped to output the data formatted for quick and easy analysis in Excel.

Excel outputs were previously accessed via the Export icon when viewing the report in Display mode.

NOTE: The new Excel outputs are available on the following reports: Asset Depreciation Monthly, Asset Depreciation by Asset Group, Asset Depreciation by Card, Transaction List, Depreciation Journals, Asset Service Log and Service Due reports.

The new Excel outputs are now accessed via an Excel Button found in in the set of buttons displayed in the Index to reports

1 Highlight the report you want to export in the Reports window and click the Excel Button 

2 Select the fields/columns wish to Export into Excel

3 Click OK. The Save As… window appears. Specify the file name and location and click Save.

4.If you have MS Excel installed the file with automatically open in Excel.

 

To export a report to PDF or Word DOC

When you export a report, you can save it as a file, send it by email or export it into an application.

1 Highlight the report you want to export in the Reports window and click Display.

2 Click the Export icon  in the menu bar at the top of the report. The Export Report window appears.

3 Click the Format drop-down list and choose one of 11 formats in which you can save the file.

 

4 Click the Destination drop-down list and choose whether you want to export the report directly into an application, save the report to disk or send it by email.

5 Click OK. The Export report to… window appears. Specify the file name and location and click Save. 

• If you chose to export to an application, the file opens in the associated application. For example, if you exported to Excel format, the file opens in Excel. Work with your data in the application and save the file.
• If there is no associated application, you are prompted to choose an application in which to open the file.
• If you chose to send the file by email, your email application opens a new message with the file as an attachment. Complete the message and send it.