Reports
The Evaluation section (accessible from the Assets navigation group) is the reporting hub. It shows a card for each available report. Click a card to open the report page, where you can apply filters, browse results in an on-screen table, and download the output.
Output formats
Section titled “Output formats”Every report offers the same three output options via header actions:
- PDF — downloads a landscape A4 PDF with a header, filter summary, and data table.
- Export → Excel (XLSX) — downloads an XLSX spreadsheet.
- Export → CSV — downloads a CSV file.
All three outputs use the same query and respect the active filters, so what you see on screen matches what you download.
Available reports
Section titled “Available reports”1. Assets per employee
Section titled “1. Assets per employee”Lists all assets grouped by owner. Filter by one or more employees to focus on specific people.
Filters: Employee (multi-select, optional)
Columns: Owner · Asset type · Model · Serial number · State · Guarantee end · Purchase price
The PDF groups assets per employee, with each employee starting on a new page. Assets without an owner appear in a trailing group.
2. Guarantee status
Section titled “2. Guarantee status”Shows all assets that have a guarantee_end date, with their warranty status and days remaining.
Filters: Status (multi-select: Expired / Expiring soon / Valid / None) · Employee (multi-select, optional)
Columns: Owner · Model · Serial number · Guarantee end · Status · Days left
“Expiring soon” means within 90 days. Negative days-left values indicate the warranty has already expired.
3. Inventory by location
Section titled “3. Inventory by location”Lists assets at one or more locations.
Filters: Location/Place (multi-select, optional — leave blank to show all locations)
Columns: Location · Asset type · Model · Serial number · State · Owner
4. Asset value
Section titled “4. Asset value”Shows the financial value of the asset inventory, grouped by employee, asset type, or state.
Filters:
- Group by — Employee / Asset type / State (required, defaults to Employee)
- Detailed — toggle to switch between a grouped summary and a row-per-asset view
Columns (summary mode): Group · Asset count · Total purchase price
Columns (detailed mode): Owner · Asset type · Model · Serial number · State · Purchase price
In detailed mode, a sum row for purchase price appears at the bottom of the table. The PDF always includes a grand total row.
5. State overview
Section titled “5. State overview”Shows a count and total purchase value for every asset state. No filters — all assets are always included.
Columns: State · Asset count · Total purchase price
6. Incident / repair history
Section titled “6. Incident / repair history”Lists incidents across assets, with open and closed dates.
Filters: Open date from · Open date to · Status (Open / Closed)
Columns: Asset (model name or serial number) · Owner · Incident title · Open date · Closed date · Status
Results are ordered most recent first.
7. Asset aging / replacement planning
Section titled “7. Asset aging / replacement planning”Lists assets that are older than a configurable number of years, based on purchase date. Useful for planning replacement cycles.
Filters: Minimum age in years (numeric, defaults to 3)
Columns: Model · Serial number · Owner · Purchase date · Age (years) · Purchase price · State
Results are ordered oldest first. Assets without a buy_date are not included.
8. Handover history
Section titled “8. Handover history”Lists handover records showing who received or returned assets and when.
Filters: Handover type (multi-select, optional) · Signed date from · Signed date to
Columns: Signed date/time · Type · Recipient · Number of assets · Created by
Results are ordered most recent first.