How to download a Site Asset register?

What is an Asset register?

• It is an Asset report which shows All Assets on the site.
• The report can be configured to include Asset Types, Checklists, Asset Fields, Custom Fields and Job number.
• Maximum number of Asset fields and Custom Fields can be selected.
• The report heading is customisable.
• A pre-amble or report header note can be added.
• A post- amble or report footer note can be added.
•  

Pre- requisites:

Step 1:

Navigate to the Site where an Asset register is required.

On the Menu, click on Asset Register menu item as shown on the below screenshot.

Step 2: 

On the screen, click on the Configure Report button.

Step 3:

Please click on Asset Filters to apply the Asset type and Checklist filters.

 Click to select the Asset Type(s) to filter by.

Click to select Checklist(s) to filter by.

Step 4:

Click on the Asset Fields to select Fields to be shown on the report. 

Fields can be renamed, when you hover on the Field, the Field goes into edit mode.

It can then be renamed.

Select Fields to be shown by using the slider.

Step 5:

Click on the Asset Type Custom Fields to select which ones must be shown on the report.

Select Custom Fields to be shown by using the slider.

When the maximum number of fields is reached, a tip will show to alert you that you cannot select anymore fields.

Step 6:

Click on the Report Options to select edit the Report Title, to add a Report Pre-amble and Report Post-amble and to select a Job number to show on the report.

Select Report Title and edit as required.

Select Report Preamble and edit as required.

Select Report Post-amble and edit as required.

Search for a Job to be shown on the report.

When done click on Save Configuration button.

A confirmation message will show that the changes to the report have been saved.

Step 7:

Click on the Download report button to download the report.

Choose to download the report in .xls or pdf format.