Asset Reports

Use Assets Reports to track and analyze asset records in infoodle. Filter assets by status, category, location, and other properties; select which data fields to display; and then view, download, or process the results.

How to Create an Asset Report

Step 1: Create Criteria

1. Click Reports in the main menu
2. Click Assets under Report Areas
3. Click the Create Criteria tab
4. Click Add criteria
5. Select the field to filter by (e.g., "Status", "Category", "Location")
   
6. Select an operator (e.g., "equals", "contains", "is greater than")
   
7. Enter or select the value
8. Click Add
9. Repeat to add more criteria

Step 2: Select Fields

1. Click the Select Fields tab
2. Check the boxes next to the fields you want to include — fields are organized by category:
   • Asset — Name, code, description, serial number
   • Status — Current status, condition
   • Category — Asset category or type
   • Location — Where the asset is stored or used
   • Owner/Assignment — Who owns or is responsible for the asset
   • Dates — Purchase date, last serviced, warranty end
   • Value — Cost, current value, depreciation
   • Custom fields specific to your site

Step 3: Generate Results

1. Click the Generate Results tab
2. Your results will appear in a table
3. From here you can:
   • Export to Excel — Download as .xlsx
   • Export to CSV — Download as plain text
   • Merge into a group — Add all results to a group
   • Add to a work queue — Assign results for processing

Step 4: Save Criteria (optional)

1. Click the Save tab
2. Enter a Name for this saved criteria
3. Enter a Description (optional)
4. Set Access:
   • Private — Only you can access it
   • Public — All users with report permission can access it
     Click Save
5. Click Save