Assets_by_Groups_Report

Assets by Groups Report

An Assets by Groups Report in Caselle Asset Management lists assets organized by their assigned asset groups. Groups are used to categorize related assets, such as by department, location, asset type, project, or operational function.

The report helps organizations:

  • review related assets together,
  • simplify inventory management,
  • analyze asset categories,
  • and support maintenance or replacement planning.


For example, the report might group assets by:
  • Police Fleet
  • Parks Equipment
  • Water Utility Infrastructure
  • IT Hardware


The report helps answer:

“Which assets belong to each asset group?”



Printing Assets by Groups Report

1. Open Connect Assets Management > Reports > Assets by Groups Report.

2. Select a report title.

3. Do you want to use the fiscal year end as the report end date?

  • Yes, I want to use the fiscal year end. Continue to the next step.

  • No, I want to use a different date. Change the Report Date, or click Advanced Options.  

4. Do you want to include report-only transactions on the report?  

  • Yes, I want to include report-only transactions. Select the Include Report-only Transactions checkbox. The routine will print the transactions that will be updated as a report-only. It's a good option to use to make sure the transactions that will be posted are correct.

  • No, I do not want to include report-only transactions. Deselect the Include Report-only Transactions checkbox.  

5. Click Print (CTRL+P).

The report prints.

 

 

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