Movement Summary Report
Movement Summary Report
Reports > Asset Management > Movement Summary
User can find the detailed movement summary of assets which are under Allotted, Unallotted, Discard, Bulk Upload.
User can simply filter assets on the basis of:
FILTER NAME | DESCRIPTION |
Movement Type | User filters data on the basis of Movement Type under category types: Allotted/Unallotted/Discard/Bulk updating. These all come in Drop-down format |
Movement Date | User can select Movement Date from the calendar Drop-down. |
Search | User can search through the universal search filter which works on the report grid |
The below grid shows reports based on the filters applied.
There are several columns on the grid that can be viewed, as explained below:
FIELD NAME | DESCRIPTION |
Movement Type | User can see Movement Type for the given assets |
Date & Time | User can see the Date and Time in which the movement of assets took place. |
Location | User can the view the location of asset |
Done By | User can view the person who performed the transfer of assets |
Transferred To | User can view the person to whom the assets are transferred |
Sold/Discarded To | User can view the details to whom the asset are discarded or sold |
Assets | User can view the assets’ names along with asset codes |
Files | User can view the file here, if uploaded |
Serial No | User can view the asset Serial No. under this field |
If a user wants to generate PDF for a particular Movement Type, they can select the type from the grid. It will automatically generate the PDF, which can be customized as per user need.
If a user wants to export the report, they can select the option mentioned next to the Cross icon used for data export, as mentioned below:
- Export to Excel: Through this option, user can export all data directly into Excel format.
- Refresh: Through this option, user can refresh Movement Summary Report
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