Overview of reports—Fixed Assets Management

Fixed Assets Management offers the following reports for analyzing your data.

Standard reports

Standard reports are reports that are typical to an application and have already been created for you. You can run them as they are or make slight modifications to them, such as setting filters to specify which items to include and from what time period or selecting from formatting options.

You create standard reports by configuring the filters available in the report settings page. Depending on the report, the report settings page presents 10-30 filter options such as:

  • Accounting period
  • Custom date ranges
  • Detail level
  • Summary views
  • Sorting
  • Grouping
  • Dimensional analysis
Report Description
Roll Forward

Helps reconcile fixed assets by showing opening balances, period changes, and closing balances for asset cost and depreciation for a selected time period. Also shows the resulting opening and closing net book value.

Reports package

We offer a reports package, which you can use as a starting point for creating your own custom reports. After installing the package, you can duplicate these sample reports and add them to the Fixed Assets Management application menu.

Learn how to install the Fixed Assets Management reports package.

Report Description
Assets by Employee Shows a list of assets grouped by employee, along with additional details about the assets.
Assets by Location Shows a list of assets grouped by location, along with additional details about the assets.
Depreciation Forecast Shows a projection of expected depreciation for your fixed assets.
Depreciation Roll Forward Over a specified period, shows the beginning accumulated depreciation balance, depreciation expenses recorded during the period, and the ending accumulated depreciation balance.
Net Book Value  Shows the total net book value of depreciable assets in each asset classification after accounting for accumulated depreciation and salvage value (if salvage value is considered for the selected book). It also shows the sum total net book value of all your assets.