Table of Contents

Running Reports (Asset Pages, CSV, PDF, Asset Disposition Report)

Jennifer Sneider Updated by Jennifer Sneider

Differences Between Reports

  • Asset Pages Report: Generates a PDF file of the selected Assets using information from the current visible columns, showing one Asset per page. Use the Choose Columns button to add or remove information from this report.
  • CSV Report: Generates a CSV file of the selected Assets or Transactions using information from the current visible columns. Use the Choose Columns button to add or remove information from this report.
  • PDF Report: A more compact and printer-friendly version of the Asset Pages Report. Generates a PDF file of the selected Assets using information from the current visible columns, showing multiple Assets per page. Use the Choose Columns button to add or remove information from this report.
  • Asset Disposition Report: Generates a CSV file of all Assets, their Dispositions, Disposition notes, and the Transaction data associated with the Assets.                  
    • The Asset Disposition Report is only available to users who have permission to upload ledgers.

Asset Pages Report 

  1. Click Assets in the left navigation menu.
  2. Use the Choose Columns button to select the columns you'd like visible on the report. You can also drag the columns to rearrange the order in which they are displayed on the report.
  3. Select all the Assets you'd like to see on the report. Please note that clicking the header checkbox will select all Assets on the page. If you'd like to select all Assets in the Project, click Select all XX Assets in the search results at the top of the table.
  4. Click Bulk Options > Export > Asset Page(s). The file will download once it has finished generating.

CSV Report 

  1. The CSV Report can be run for both Assets and Transactions. Depending on what you're looking for, click Assets or Transactions in the left navigation menu.
  2. Use the Choose Columns button to select the columns you'd like visible on the report. You can also drag the columns to rearrange the order in which they are displayed on the report.
  3. Select all the Assets or Transactions you'd like to see on the report. Please note that checking the header box selects all items on the page. If you'd like to select all items in the Project, click Select all XX Assets/Transactions in the search results at the top of the table.
  4. Click Bulk Options > Export > CSV. The file will download once it has finished generating.

PDF Report 

  1. Click Assets in the left navigation menu.
  2. Use the Choose Columns button to select the columns you'd like visible on the report. You can also drag the columns to rearrange the order in which they are displayed on the report.
  3. Select all the Assets you'd like to see on the report. Please note that clicking the header checkbox will select all Assets on the page. If you'd like to select all Assets in the Project, click Select all XX Assets in the search results at the top of the table.
  4. Click Bulk Options > Export > PDF. The file will download once it has finished generating. 

Asset Disposition Report 

  1. Click Transactions in the left navigation menu.
  2. Click the Gear icon in the top right corner. 
  3. Click the Asset Disposition Report button in the top right corner and select your project. The file will download once it has finished generating. 

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