Reports¶

Module: Reports | Audience: Admin, Owner

Table of Contents¶

Overview
Reports List
Asset Live Report
Asset Transfer Report
Asset Disposal Report
Asset Utilization Report
Audit Report
Activity Cost Report
Activity SLA Report
Common Report Features
Dashboard

Overview¶

AMS provides pre-built reports for operational and financial analysis. All reports support filtering, sorting, pagination, and export.

Path: Sidebar → Reports | URL: /reports

Reports List¶

The reports landing page shows all available reports as cards:

Report	URL	Description
Asset Live Report	`/reports/asset-live`	Current state of all active assets
Asset Transfer Report	`/reports/asset-transfers`	Transfer history and analytics
Asset Disposal Report	`/reports/asset-disposals`	Disposal records with financial impact
Asset Utilization Report	`/reports/asset_utilization`	Utilization rates by status
Audit Report	`/reports/audit-reports`	Audit results and discrepancies
Activity Cost Report	`/reports/activity-cost-report`	Cost breakdown by activity and schedule
Activity SLA Report	`/reports/activity-sla-report`	SLA compliance metrics

Asset Live Report¶

URL: /reports/asset-live

Shows the current state of all active assets in the organization.

Available Filters	Source
Asset Category	Asset Categories (tree)
Asset Status	Asset Statuses
Asset Condition	Asset Conditions
Location	Locations (tree)
Department	Departments
Date Range	Creation / purchase date range

Key Columns	Description
Asset Tag	Unique identifier
Asset Name	Name
Category	Asset category
Status	Current status
Location	Current location
Department	Assigned department
Custodian	Assigned user
Purchase Value	Original cost
Current Value / NBV	Current book value

Asset Transfer Report¶

URL: /reports/asset-transfers

Analyzes all asset transfers over a specified period.

Available Filters	Source
Date Range	Transfer creation date
Status	Transfer status
Reason	Transfer reason
From / To Location	Locations
Department	Departments

Key Columns	Description
Transfer ID	Unique reference
Asset(s)	Assets involved
From Location → To Location	Movement path
Reason	Transfer reason
Status	Final status
Cost	Transfer cost
Requested By / Date	Requester info
Completed Date	Completion timestamp

Asset Disposal Report¶

URL: /reports/asset-disposals

Tracks all asset disposals with financial impact analysis.

Available Filters	Source
Date Range	Disposal date
Status	Disposal status
Reason	Disposal reason
Category	Asset Categories
Location	Locations

Key Columns	Description
Asset Tag / Name	Asset identifiers
Disposal Date	When disposed
Reason	Why disposed
Sold Value	Revenue from disposal
Depreciation Value	Accumulated depreciation at disposal
Gain / Loss	Financial impact
Status	Disposal status

Asset Utilization Report¶

URL: /reports/asset_utilization

Calculates utilization rates based on which asset statuses are flagged as "Include in Utilization."

Available Filters	Source
Category	Asset Categories
Location	Locations
Department	Departments
Date Range	Reporting period

Key Metrics	Description
Total Assets	Count of all assets in scope
Utilized Assets	Assets with statuses marked "Include in Utilization"
Utilization Rate	Utilized / Total × 100%
Breakdown by Category	Utilization rate per category
Breakdown by Location	Utilization rate per location

Note: Utilization tracking is controlled by the "Include in Utilization" toggle on each Asset Status. See Master Data — Asset Statuses.

Audit Report¶

URL: /reports/audit-reports

Summarizes audit results and discrepancies across all completed audits.

Available Filters	Source
Date Range	Audit date range
Audit Type	Self / Aided
Status	Audit status
Category	Asset Categories
Location	Locations

Key Columns	Description
Audit Name	Audit identifier
Type	Self or Aided
Date Range	Start – End
Total Assets	Assets in scope
Verified / Unverified	Count breakdown
Present / Not Present / Invalid / Extra	Verification results
Compliance Rate	Present / Total × 100%

Activity Cost Report¶

URL: /reports/activity-cost-report

Breaks down costs incurred across activities and schedules.

Available Filters	Source
Date Range	Activity date range
Activity Type	Activity Types
Schedule	Schedules
Location	Locations
User Group	User Groups

Key Columns	Description
Activity	Activity identifier
Schedule	Parent schedule
Activity Type	Type of activity
Cost Items	Individual cost entries
Total Cost	Sum of all cost items
Completed By	User who executed
Completed At	Completion date

Activity SLA Report¶

URL: /reports/activity-sla-report

Monitors SLA compliance across scheduled and one-off activities.

Available Filters	Source
Date Range	Activity due date range
SLA Status	On Time, At Risk, Breached
Activity Type	Activity Types
User Group	User Groups

Key Metrics	Description
Total Activities	Count in scope
On Time	Completed within SLA
At Risk	Approaching SLA deadline
Breached	Past SLA deadline
SLA Compliance Rate	On Time / Total × 100%
Breakdown by Activity Type	SLA metrics per type
Breakdown by User Group	SLA metrics per group

Common Report Features¶

All reports support:

Feature	Description
Filtering	Multiple filter criteria with search-enabled dropdowns
Sorting	Click column headers to sort ascending/descending
Pagination	Navigate through large datasets page by page
Export	Download report data to file
Date Range Selection	Filter by custom date ranges
Column Visibility	Show/hide, reorder, and resize columns, and save the layout as a named view. See Grid & Table Customization.

Dashboard¶

Path: Sidebar → Dashboard | URL: /dashboard

The main dashboard provides a summary view with configurable chart widgets:

Chart Type	Description
Asset	Asset count by status, category, location
Transfer	Transfer volume and status breakdown
Workflow	Workflow activity and approval metrics
Disposal	Disposal volume and financial summary
Audit	Audit compliance and results
Activity	Activity status and SLA overview
Total Cost Breakdown	Cost distribution across all modules

Dashboard layout and visible charts can be customized per user via the dashboard preferences.