Asset Data Report per Unit
The Asset Data Report per Unit displays opening balances, additions, disposals, depreciation, and ending balances for all units (in lessee and lessor contracts).
The Asset Data Report can be filtered and exported, if required. To access the report, click Main Menu
> Reporting Module > Asset Data Report per Unit.
To set the date range for the report:
- In the filter panel on the left, click
next to the Period Start Date filter. - Disable the Single Option switch if you would like to configure multiple date ranges for the report.
- In the Time Period field, set whether you would like to configure a "Date Range" or "Dynamic Date Range". A Dynamic Date Range allows you to set the date range for days, weeks, months, or years rather than selecting a set of specific dates.
- Depending on the selected Time Period, set the range.
- Click Add Range to add the new date range. Note that if Single Option is enabled, you cannot add more than one range.
- Optionally, set the Timezone.
- Click Save.
To manage the report:
- Click
to export the report. The file can be viewed on the Reports page. You also have the option to schedule the export to run at a later time.- To schedule the export:
- Click Schedule.
- Set the date range using the Scheduled From and Scheduled To fields.
- Set the run frequency by selecting one of the tabs ("Hourly", "Daily", "Weekly", "Monthly", or "Yearly") and adjusting the parameters below.
- Click Schedule.
- To schedule the export:
- Click
to select which table fields are shown in the report.
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