How To Generate Movement Summary Report l Reports

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. 


The Movement Summary Report opens up. 




User can simply filter assets on the basis of: 




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.  


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: 





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. 


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 


User can view the assets names along with asset codes  


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: 

  1.  Export to Excel: Through this option, user can export all data directly into Excel format. 
  2.  Refresh: Through this option, user can refresh Movement Summary Report 


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