First of all:
Go to Analytics in the toolbar
Select Reports
Click on Purchases
From the left sidebar, select the Assets option.
What is the Assets report
This is an automated report that compiles all the data about your registered assets, both at a general level and by assigned accounts.
You can export each section of the report in Excel or PDF, filter by Tags and choose the graphical display that best suits your needs, between the bar chart and the line chart. With the star icon you can mark the report as your favourite and view it as soon as you enter the Reports section.
Understanding the data
You can filter the information you need to consult by date, with a maximum time range of 12 months.
Assets
This is the main category, where all the data related to the registered assets are gathered. The data shown is broken down according to:
Assets | The total amount of assets |
Invoiced | The invoiced amount related to your assets |
Taxes | The total amount of taxes related to your assets |
Units | The number of units purchased |
Assets per account
This is where data about your assets is collected, distributed by those assigned purchase accounting accounts.