Asset reports are basically the health check for the big-ticket gear that keeps your crew moving, like the plant, vehicles, or specialized machinery. Instead of relying on a whiteboard or someone's memory, you’ve got a clear trail of where everything is and when it last had a service so you're never caught out by a breakdown. It’s the easiest way to see if your kit is still a reliable workhorse or if it’s time to trade it in for something that isn't constantly draining your maintenance budget.
TABLE OF CONTENTS
- Asset Summary by Creation Date Pivot Report
- Profit by Asset Within Period Pivot Report
- Asset Activity Pivot Report
Asset Summary by Creation Date Pivot Report
This report summarises asset information based on creation date.
So this is your “when did these assets enter the system?” report, essentially it’s the asset intake overview.
| Field | Notes / Expected Values | Description |
|---|---|---|
| BILLINGCLIENT | text | asset details billing client name |
| COMMISSIONEDDATE | DD/MM/YYYY | asset details commission date (set by asset import only) |
| CREATIONDATE | DD/MM/YYYY | asset creation date |
| DATE | DD/MM/YYYY | asset creation date formatted |
| DAY | numerical value | asset creation date day |
| DAYOFWEEK | text | asset creation date day name |
| DAYSSINCECREATION | numerical value | number of days since asset creation |
| ISACTIVE | TRUE, FALSE | asset active status |
| LASTPROJECTDATE | DD/MM/YYYY | date of last project asset is linked to |
| LASTPROJECTNAME | text | name of last project asset is linked to |
| MONTH | text | asset creation date month |
| NEXTPROJECTDATE | DD/MM/YYYY | date of next project asset is linked to |
| NEXTPROJECTNAME | text | name of next project asset is linked to |
| PRODUCTNAME | text | asset details linked product name |
| PRODUCTSKU | text | asset details linked product SKU |
| QTR | month-month abbreviated | asset creation date quarter |
| YEAR | numerical value | asset creation date year |
| CLIENT | text | asset details client name |
| NAME | text | asset name |
| SERIALNUMBER | text | asset details serial number |
| TYPE | text | asset details type |
Profit by Asset Within Period Pivot Report
This one’s commercial.
It gives an overview of costs and revenue associated with each asset during the selected period.
This is the “are our assets actually profitable?” report.
| Field | Notes / Expected Values | Description |
|---|---|---|
| REPORTINGCATEGORYOPTION1 | text | Xero tracking category tied to transaction (if enabled and imported from Xero) |
| REPORTINGCATEGORYOPTION2 | text | Xero tracking category tied to transaction (if enabled and imported from Xero) |
| TASKCOST (sum) | dollar value | asset related project task cost |
| TASKREVENUE (sum) | dollar value | asset related project task revenue |
| PRODUCTCOST (sum) | dollar value | asset related project product cost |
| PRODUCTREVENUE (sum) | dollar value | asset related project product revenue |
| PURCHASECOST (sum) | dollar value | asset related project purchase cost |
| PURCHASESREVENUE (sum) | dollar value | asset related project purchase revenue |
| TOTALCOST (sum) | dollar value | asset related project total cost |
| TOTALREVENUE (sum) | dollar value | asset related project total revenue |
| DOLLARPROFIT (sum) | dollar value | asset related project total profit |
| PERCENTAGEPROFIT (sum) | percentage | asset related project percentage profit |
| CLIENT | text | asset related project client name |
| ASSET | text | asset name |
| PROJECTNO | numerical value | asset related project number |
| PROJECTNAME | text | asset related project name |
Asset Activity Pivot Report
This report summarises project activity for current assets.
It’s more operational than financial.
| Field | Notes / Expected Values | Description |
|---|---|---|
| BILLINGCLIENT | text | asset details billing client |
| COMMISSIONEDDATE | DD/MM/YYYY | asset details commission date (set by asset import only) |
| DATE | DD/MM/YYYY | asset creation date |
| DAY | numerical value | asset creation date day |
| DAYOFWEEK | text | asset creation date day name |
| ISACTIVE | TRUE, FALSE | asset active status |
| MONTH | text | asset creation month |
| PRODUCTNAME | text | asset details linked product name |
| PRODUCTSKU | text | asset details linked product SKU |
| QTR | month-month abbreviated | asset creation date quarter |
| SERIALNUMBER | text | asset details serial number |
| TYPE | text | asset details type |
| YEAR | numerical value | asset creation date year |
| CLIENT | text | asset details client name |
| NAME | text | asset name |
| CREATIONDATE | DD/MM/YYYY | asset creation date |
| DAYSSINCECREATION | numerical value | number of days since asset creation |
| LASTPROJECTNAME | text | name of last project asset is linked to |
| LASTPROJECTDATE | DD/MM/YYYY | date of last project asset is linked to |
| NEXTPROJECTNAME | text | name of next project asset is linked to |
| NEXTPROJECTDATE | DD/MM/YYYY | date of next project asset is linked to |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article