---
title: "Asset Reports"
slug: "asset-reports"
updated: 2026-05-05T02:33:13Z
published: 2026-05-05T02:33:13Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

[Video](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/HowToCreateAnAssetReport.mp4)

## 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")  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-NMMU1KAN.png)
6. Select an **operator** (e.g., "equals", "contains", "is greater than")  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-RCY6J972.png)
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

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-YDQMKXS1.png)

## 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

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-D2MEHKYJ.png)

## 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**  

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-CD1WAMQM.png)

Tips

- **Criteria are temporary by default** — Save criteria you'll use regularly so you don't have to rebuild them each time
- **AND logic** — Multiple criteria all work together (all must match for a record to appear in results)
- **Test before processing** — Always view your results first before merging into a group or sending emails
- **Grouping affects row counts** — Grouping by household produces fewer rows than grouping by individual
- **Finance criteria requires Finance Package** — Finance filters only appear if your site has the Finance Package enabled
- **Assets requires Assets Package** — Assets Reports only appear if your site has the Assets package enabled

Related Articles

[About Reports](/v1/docs/about-reports) [Special Reports](/v1/docs/special-reports-2) [Financial Reports](/v1/docs/finance-reports)