Global Asset Tracker Report

The Global Asset Tracker Report allows you to view unit and location information for the contracts that you have access to. Use the report to help identify which units are missing assigned locations or certain address fields.

Note: This report operates in the same way as the Compliance and Additional Reports. For information about additional options, refer to Compliance and Additional Reports.

To generate the report:

  1. Click Main Menu > Global Asset TrackerGlobal Asset Tracker Report.
  2. Set the filters for the report. The following list contains the comprehensive list of filter fields available. Note that the drop-down fields are searchable, show a maximum of 10 results at a time, and do not allow special characters.
    • Reports: This filter is automatically set to "Asset Location".
    • System: List of all of the systems configured for the application.
    • Contract ID: Enter specific IDs (up to a maximum of 25 comma-separated IDs), if required. If the field is empty, the application returns all objects that match the other filter fields.
    • Lease Area: List of all of the lease areas available in the selected System.
    • Business Unit: List of all of the business units in the selected Lease Area and System.
    • Company Code: List of all of the company codes available in the selected Lease Area, Business Unit, and System.
    • Lease Department: List of all of the lease departments available in the selected Company Code.
    • Lease Group: List of all lease groups available in the selected Lease Department.
    • Profit Center:List of all profit centers available in the selected Company Code.
    • Cost Center: List of all cost centers available in the selected Company Code.
    • Business Area: List of all business areas available in the selected Company Code.
    • Activation Group Status: Select whether the report should include activation groups in specific statuses, or all statuses.
    • Asset Class: List of the Internal Asset Classes available for the selected Company Code.
  3. If required, modify the Report Format of the generated report. This can be set to either the standard XLS format, or a CSV format with limited formatting.

    Note: In the CSV Report Format, large numbers may be displayed in scientific format. In this case, change the cell format to "Number" to display the full number.

  4. Optionally, click Save Filter to save the current filter settings. You can have a maximum of 25 saved filters at one time in the Global Asset Tracker Report.
    • To use a previously saved filter, click Use Saved Filter and select the required filter.
    • To update a saved filter, re-save a filter with the same name as the saved filter.
  5. Click Generate. Wait for the report to be generated in the "Reports" section. Note that if there are any mandatory fields that are empty, they will be highlighted in red.
    • To stop and delete the report while it is generating, click .
  6. To view the exchange rate report, export the report by clicking .
    • To delete the report, click .
    • For files with an XLS report format, use Save As to resave the file as an Excel 97-2003 Workbook .xls file (instead of the generated html file).
  7. If required, click above the Reports section to delete all generated reports. This button deletes all scheduled and manual reports that you have previously generated.

See also:  

Nakisa Lease Administration 2022.R2-SP © 2023

 

 

Nakisa Inc. All rights reserved worldwide.