ASSET SUMMARY REPORT

DOWNLOADING THE ASSET SUMMARY REPORT

The Asset Summary shows the current status of all the assets included in a checklist. To download the report, open a site record and click the "Manage Assets" :


Asset Summary Report

Click the "Actions" then simply select "Asset Summary".  You can download the report or email it, either way it will generate an Asset Summary Report in pdf form:

Asset Summary Report

UNDERSTANDING THE REPORT

The Asset summary will display the latest modification on the assets and will only show it as PASS (Green) or FAIL (Red)  and  NOT YET STARTED (white). Anything that has a fault, whether complete or incomplete is considered fail in the summary report. Below is an example of a checklist with all the possible status for an asset checklist:

Asset Summary Report

Generating a report would result in the following:

Asset Summary Report

If for instance, the checklist on the asset is not yet started wit will be displayed as follows:

Asset Summary Report

Note: The displayed columns are configurable. Simply open the record of the Asset Type. In the Standard Configuration tab, you will see a field named "Asset Report Fields". Type a field to add a column and click the "x" beside the field name to remove it from the report. Once you're done, click the "Save" button to apply the changes in the report.


Asset Summary Report

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