Reports

The Reports Window in SAM’s Asset Module provides a streamlined way to access a wide range of detailed, asset-specific reports. Whether you need insights into asset maintenance schedules, warranty statuses, usage statistics, or other key metrics, the Asset Reports Window offers everything required to make informed decisions and optimize asset management. Follow these steps to explore and utilize the reporting features effectively.

1. Accessing the Reports Window

  • Navigate to the Reports menu within the Asset Module and click to open the Reports Window.
  • A comprehensive list of all available asset-related reports will be displayed for selection.

2. Exploring Available Reports

To access a specific report, simply click on its description, and the system will generate the report in real-time. Some key reports include:

  • Asset Maintenance Report:
    Provides a detailed overview of upcoming and completed maintenance tasks, helping you stay on top of asset servicing and reduce downtime.
  • Asset Warranty Report:
    Tracks warranty periods and expiry dates for all assets, allowing proactive management of warranties and reducing unexpected repair costs.
  • Asset Usage Report:
    Offers insights into asset utilization across different departments or locations, assisting in optimizing resource allocation and performance.
  • Asset Location Report:
    Displays the current locations of assets within your organization, ensuring better tracking and minimizing loss or misplacement.

3. Viewing or Printing Reports

To view or print a report, follow these simple steps:

  1. Select a Report: Highlight the desired report from the list in the Reports Window.
  2. Generate the Report: Click View to display the report on-screen or Print to produce a physical copy.
  3. Refine the Report (Optional): If applicable, enter criteria such as asset type, date range, or department to filter and customize the report for your needs.
  4. Confirm and Run: Click OK to generate or print the refined report.

4. Handling Multiple Reports

If you need to access multiple reports:

  • Simply repeat the process for each report you wish to view or print.

The Asset Reports Window is designed to provide your team with easy access to crucial data, helping you analyze performance, streamline asset management, and maintain a well-organized, actionable database. By leveraging these reports, you can enhance decision-making, ensure compliance, and optimize the lifecycle of your assets effectively.

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