Summary

The Physical Inventory Listing report displays assets by status, location, and condition with customizable sorting options

Step by Step

1     Open the Physical Inventory Listing Report (FA> Reports> Physical Inventory Listing).

2     Configure the report.

• Check each Status you would like to include in the report. At least one status must be selected in order to process the report.
  • Click the toggle in the section header to select all of the displayed statuses.
  • The asset status is set on the Fixed Asset Maintenance window (FA> Maintenance> Fixed Asset> General tab> Status drop-down menu).
• Check each Location you would like to include in the report. At least one location must be selected in order to process the report.
  • The location is specified on the Fixed Asset Maintenance window (FA> Maintenance> Fixed Asset> General tab> Location field).
  • Locations are created and maintained on the Location Maintenance window (FA> Maintenance> Location).
• Check each Condition you would like to include in the report. At least one condition must be selected in order to process the report.
  • The condition is assigned to the asset in the Physical Inventory process.
• Use the Primary Sort and Secondary Sort fields to specify how the assets will be sorted in the generated report.
• Check the Include Notes toggle to include any notes attached to the asset.
• The report will display the Asset Number, Description, Status, Location, Condition, Last Count Date, and Last Count Notes.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last three times the report was generated.