Asset reports
Asset reports provide comprehensive visibility into your logistics operations, helping you track asset movements, monitor inventory levels, and analyze operational performance across your entire asset lifecycle.
Logistics activity
Track real-time asset movements and understand volume trends across different operational stages.
Inventory asset report
Purpose: Understand inventory unit volume trends over time by product and location.
The inventory asset report shows you how your inventory levels change over time, helping you identify trends, seasonal patterns, and potential stock issues. This report is essential for inventory planning and understanding your operational capacity.
Key features:
Date range filtering: Analyze trends over any period up to 3 years
Grouping options: View data grouped by location or product for different perspectives
Export capability: Download data for external analysis and reporting
Interactive charts: Visualize inventory trends with time-series data
How to use:
Navigate to Reports → Inventory asset report
Select your desired date range (maximum 3 years)
Choose grouping by location or product based on your analysis needs
Use filters to focus on specific products or locations
Export data for further analysis if needed
Best for: Inventory planning, identifying seasonal trends, monitoring stock levels across locations.
Transit asset report
Purpose: Understand unit volumes in transit over time by product.
The transit asset report helps you monitor assets that are currently moving between locations, providing visibility into your logistics pipeline and helping identify potential bottlenecks or delays.
Key features:
Transit tracking: Monitor assets currently in movement between locations
Product-based analysis: Understand which products are most frequently in transit
Time-series data: Track transit volumes over time to identify patterns
Export functionality: Download transit data for logistics analysis
How to use:
Navigate to Reports → Transit asset report
Set your analysis date range
Review transit volumes by product type
Identify patterns in asset movement timing
Export data to analyze transit efficiency
Best for: Logistics planning, identifying transit bottlenecks, understanding asset movement patterns.
Field asset report
Purpose: Understand field unit volume trends over time by product and location.
The field asset report shows you assets that are actively deployed in the field, helping you understand utilization rates, deployment patterns, and field inventory management.
Key features:
Field deployment tracking: Monitor assets currently deployed with customers
Dual grouping: Analyze by location or product for different insights
Trend analysis: Understand how field deployments change over time
Utilization insights: See which products and locations have highest field activity
How to use:
Navigate to Reports → Field asset report
Select your analysis timeframe
Choose grouping by location to see geographic deployment patterns
Switch to product grouping to understand product utilization
Use date range controls to analyze seasonal deployment patterns
Best for: Understanding asset utilization, planning field inventory, analyzing customer deployment patterns.
Asset fulfillment report
Purpose: Analyze fulfillment data by product, project, and customer to understand how well you're meeting project requirements.
The asset fulfillment report provides detailed insights into how effectively you're fulfilling project requirements, showing requested versus assigned asset quantities across all your active projects. The report makes it easy to confirm fulfillment and take action immediately on needed items.
Key features:
Fulfillment status tracking: See overfilled, fulfilled, partially fulfilled, and unfulfilled assignments
Multi-dimensional filtering: Filter by projects, products, customers, locations, and fulfillment status
Summary cards: Quick overview of total requested, filled, needed, and overage quantities
Assignment-level detail: Drill down to individual project assignments
Saved filter preferences: Save commonly used filter combinations for quick access
How to use:
Navigate to Reports → Asset fulfillment report
Use summary cards to get an overview of fulfillment performance
Apply filters to focus on specific projects, customers, or products
Review the detailed table to see individual assignment status
Save filter combinations you use frequently
Export data for project planning and customer communications
Best for: Project planning, customer communications, identifying fulfillment gaps, optimizing asset allocation.
Acquisition, sale, and disposal
Asset snapshot reports provide comprehensive financial and operational insights into your asset portfolio at a point in time. Snapshots offer detailed calculations including book values, depreciation, gain/loss to support financial planning, business analysis, accounting, and compliance decisions.
Asset snapshot reports are organized into three tabs, each focusing on a different asset lifecycle stage:
Inventory - Assets available for deployment or sale
Fixed assets - Assets currently in service generating value
Sold assets - Assets that have been sold with complete financial analysis
Each report includes visual summaries with key statistics, followed by detailed tables with comprehensive asset information. Summary cards automatically update based on any filters applied to the underlying data, giving you real-time insights into specific parts of your asset portfolio.
Report overview
Point-in-time accuracy: See exactly what inventory you had on any specific date
Export capability: Download snapshot data for external accounting reporting
Historical accuracy: Generate snapshots for any past date
Detailed asset information: Include purchase dates, values, and depreciation
Inventory asset snapshot
The inventory asset snapshot provides a complete view of your inventory assets at any point in time. It shows all assets that are available for deployment or sale. This report helps you understand your available asset pool and plan for upcoming projects.
Key inventory metrics
Total inventory count and value
Assets by product and location
Expected depreciable value
Expected useful life
How to use
Navigate to Reports → Inventory asset snapshot
Select the specific date for your snapshot
Apply any necessary filters for products or locations
Review the comprehensive asset listing
Export data for accounting or compliance purposes
Best for: Month-end reporting, audit preparation, historical analysis, accounting reconciliation.
Fixed asset snapshot
The fixed asset snapshot shows your fixed assets at any point in time. It provides visibility into assets currently in service, with detailed depreciation tracking and book value calculations. This report is essential for financial planning and understanding your active asset portfolio, so finance teams can track fixed-asset values for accounting purposes and plan for asset replacement cycles.
Key fixed-asset metrics
Service duration
Depreciation calculations
Book value tracking
End-of-life timing
How to use
Navigate to Reports → Fixed asset snapshot
Choose your snapshot date
Review fixed asset details and classifications
Export data for financial reporting and asset management
Use for depreciation calculations and asset tracking
Best for: Financial reporting, depreciation tracking, asset valuation, compliance reporting.
Sold asset snapshot
The sold asset snapshot provides visibility into assets that have been sold, helping with revenue recognition, customer relationship management, and business performance analysis. It offers comprehensive financial analysis of assets that have been sold, including detailed profitability calculations and accounting metrics. This report is crucial for understanding the financial performance of your asset sales program and making informed decisions about asset lifecycle management.
Key sale metrics
Sale price - Final sale amount for each asset
Book value at sale - Asset's book value when sold
Gain/loss calculation - Profit or loss on each asset sale
Service days - Total days the asset was in service (before and after sale)
Depreciation tracking - Complete depreciation history (if deployed before sale)
How to use
Navigate to Reports → Sold asset snapshot
Select your analysis date
Review sold asset details including customer and sale information
Filter by customer or product to focus your analysis
Export data for sales analysis and customer relationship management
Best for: Sales analysis, customer relationship management, revenue tracking, business performance analysis.
Last updated