Overview
Advanced Reports let you pull exactly the asset data you need – filtered, sorted, and formatted for Excel or PDF export. Save report templates for reuse and schedule them to run automatically every week or month.
Supported data includes assets, transfers, locations, maintenance, budgets, and disposals.
How It Works
The Report Builder provides a visual interface to pick fields, add filters (equals, contains, greater than, etc.), choose grouping, and preview results. Templates store your configuration. Scheduled reports run via cron and email results to selected recipients.
Step-by-Step Guide
- Go to Asset Pro > Reports > Report Builder.
- Click New Template and choose the data source (e.g., Assets).
- Select columns to include – name, type, location, current value, status, etc.
- Add filters such as “Status = Assigned” or “Location contains Warehouse”.
- Preview the report and save the template with a descriptive name.
- Optionally create a schedule: set frequency, recipients, and output format (PDF/Excel).
- For built-in summaries, open Asset Pro > Reports > Consolidated Asset Report, Consolidated Transfer Report, or Location Utilization Analytics.
Fields Table
| Field Name | Description | Example |
|---|---|---|
Template Name |
Saved report configuration name. |
Monthly IT Asset Inventory |
Model / Data Source |
Type of records to report on. |
Assets |
Selected Fields |
Columns included in the output. |
Name, Type, Location, Current Value |
Filter Field |
Field used to narrow results. |
Asset Type |
Filter Operator |
How to compare – equals, contains, etc. |
Equals |
Filter Value |
Value to match. |
IT Equipment |
Schedule Frequency |
How often the report runs. |
Monthly |
Output Format |
PDF, Excel, or CSV. |
Excel |
Recipients |
Users who receive scheduled reports. |
|
Last Run Date |
When the report last executed. |
2025-03-01 06:00 |
Consolidated Asset Report |
Pivot/graph view of assets by company, location, and type. |
Q1 Asset Summary |
Consolidated Transfer Report |
Summary of all asset movements in a period. |
March Transfers |
Location Utilization Analytics |
Capacity and usage metrics per location. |
Warehouse B – 78% full |
Field Explanations
Template Name
Include frequency and audience – “Weekly Warehouse Status for Ops Team”.
Model / Data Source
Pick the record type that matches your question – transfers for movement history.
Selected Fields
Only include columns you need – narrower reports are easier to read.
Filter Field
Combine multiple filters to answer precise questions.
Filter Operator
“Contains” is useful for location names; “Equals” for exact status matches.
Filter Value
Test with a small filter first before running company-wide exports.
Schedule Frequency
Monthly works for finance; weekly for operations teams.
Output Format
Excel for analysis; PDF for management presentations.
Recipients
Use groups or distribution lists so new team members auto-receive reports.
Last Run Date
Verify schedules are running – if stale, check cron and email settings.
Consolidated Asset Report
Best for executives who need totals across companies without building a custom template.
Consolidated Transfer Report
Use during audits to prove who moved what and when.
Location Utilization Analytics
Identify overcrowded warehouses before capacity becomes a problem.
Tips (Pro Tips)
- Save templates for recurring questions instead of rebuilding reports each month.
- Start with the demo templates included in the module and customize from there.
- Schedule reports to arrive Monday morning so teams start the week informed.
Common Mistakes
- Selecting every available field – reports become unreadable spreadsheets.
- Forgetting to add filters on large databases – exports take forever and overwhelm email.
- Scheduling daily reports nobody reads – adjust frequency to actual need.