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Reports

Module: Reports  |  Audience: Admin, Owner


Table of Contents


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 Location Mismatch Report /reports/asset-location-mismatch Assets whose last RFID-scanned location disagrees with their assigned location
Reader-wise Asset Report /reports/reader-wise-asset Authorized gate-scan movements, grouped by reader
Unregistered Asset Movement Report /reports/unregistered-asset-movement Gate scans that didn't match any open Transfer/Activity claim

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

Asset Location Mismatch Report

URL: /reports/asset-location-mismatch

Lists assets whose last RFID-scanned location (from a Warehouse reader's periodic beat-sync) no longer agrees with their assigned Location — i.e., assets flagged as mislocated.

Key Columns Description
Asset Tag / Name Asset identifiers
Asset Location The asset's assigned location
Scanned Location Where a reader last actually detected the asset
Scanned Timestamp When that scan occurred

Reader-wise Asset Report

URL: /reports/reader-wise-asset

Shows every authorized gate-scan movement recorded at Entry/Exit readers, grouped by reader — useful for auditing which assets moved through a given gate and when.

Available Filters Source
Reader RFID Readers
Date Range Scan timestamp
Key Columns Description
Reader ID / Description The reader that recorded the movement
Location Reader's location
Reader Type Entry or Exit
Timestamp When the movement was recorded
Asset ID / EPC ID The matched asset
Movement Type Asset or Vehicle tracking
Vehicle Type Populated when the movement was vehicle-tracked
Force Closed By / Force Closure Comments Populated when the step was manually force-closed instead of coming from a real scan

Unregistered Asset Movement Report

URL: /reports/unregistered-asset-movement

The counterpart to the Reader-wise Asset Report: gate scans that matched an asset or vehicle but had no open Transfer/Activity expecting that movement. Each of these also generates an Unauthorized Asset Movement notification to the asset's assigned user — see RFID-Driven Notifications.


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.


Related: Asset Management · Asset Transfer · Asset Disposal · Audit Management · Schedule & Activity Management · Depreciation Management · RFID Management · Grid & Table Customization