Assets Reporting

Asset Reports allow you to see a summary of all company owned and customer assets. They show a range of information including asset creation date, serial numbers, warranty periods, asset description, customer details, and asset status.

This article will cover details specific to generating Asset Reports 

Tip: Learn how reporting works here.

Generating a Stock Report

1. Click  from the Side Menu
2. Click Asset Report

3. Select the date range you wish the report to cover
4. Select the output format (either PDF or CSV)

Tip: Learn how to view assets within Telstra Trades Assist here 

Unique search criteria for Assets

Serial No

5. Click the field next to Serial No  to run a report for a specific Serial Number
6. Enter the relevant Serial Number
7. Click 

Description

8. Click the field next to Description  to run a report for a specific Asset Description
9. Enter the relevant Asset Description
10. Click 

Customer Name

11. Click the field next to Customer Name  to run a report for a specific Customer
12. Enter the relevant Customer Name
13. Click 

Address

14. Click the field next to Address  to run a report for a specific Address
15. Enter the relevant Address
16. Click