Generating the 01E - Fixed Asset Statuses report

PANTHEON

This report preview provides a list of functional statuses IDs, their Names and current Activity. Although it does not display individual fixed assets (FA), the report is useful for reviewing the statuses in use and identifying which are active or inactive.

Case summary The employee Ashley Accountant requested a report of complete fixed asset statuses that are currently in use. The person responsible will create the 01E - Fixed Asset Statuses report and email it to Ashley Accountant. This is done as follows: Accessing the Functional States of Fixed Assets register Generating the Report Preview Emailing the Report

1. Accessing the Functional States of Fixed Assets register

The person responsible double clicks the Status field in the Header of the Fixed Assets register. 

The Functional States of Fixed Assets register opens in a new tab.

In the next step, the person responsible generates the report preview.

2. Generating the Report Preview

The person responsible generates the report by clicking the Reports button in the Toolbar.

The 01E - Fixed Asset Statuses report preview opens in a new tab. It contains the Group, Name and Active columns, listing all fixed asset statuses along with their active or inactive state.

3. Emailing the Report

The person responsible emails the report to Ashley Accountant by clicking the Send by E-mail button in the toolbar of the report window.

The e-mail window opens with the report automatically attached. The person responsible enters Ashley Accountant’s email address as the recipient, writes the email body, and sends it by clicking the Send mail button.

The person responsible generated the report and successfully sent it to Ashley Accountant.