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Working from the following consoles, you can access asset information and analysis reports, as well as the full range of Asset Portal tasks for furniture and equipment, by invoking the Reports button.
The following are examples of some of the reports you can access:
Note that the list of reports also includes reports and tasks from the Asset Portal application. For example, in the above image you can see reports and forms for viewing and editing asset information, such as warranties and insurance information. Although you can perform these same tasks working from the consoles, the Reports menu includes these Asset Portal tasks to provide flexibility in the way you work. For a description of accessing all the Asset Portal tasks, see Accessing the Tasks of the Asset Portal.
In addition to the above reports, the Consoles provide the following profile views, which can be accessed from the Show Profile button on the various Consoles:
Each of these profiles include an export button for outputting the profile to paginated report DOCX.
The reports and the consoles all work with just the Enterprise Asset Management license. However, be aware that some reports listed depend on data developed in applications other than Enterprise Asset Management. If you don't have a license for the other application, the report includes only the data developed in Enterprise Asset Management. For example, if you do not have a license for the Energy Management application, and generate the Energy Consumption by Location report, there will be location information, but not any energy consumption data, as that data is developed using the Energy Management application.
The following reports are available by clicking the Reports button, and then selecting the asset type from the menu. A fly-out menu then presents the Asset Information and Asset Analysis choices for that asset type.
The table indicates the application license that is needed to develop this report.
Asset Type / Information Type | Report | Application in which the report is developed |
---|---|---|
Property |
||
Asset Information |
|
Portfolio Management |
Lifecycle Chain of Custody | Enterprise Asset Management | |
Analysis |
Portfolio Management |
|
Building | ||
Asset Information |
Buildings by Location | Portfolio Management |
Space Inventory & Performance | ||
Space Inventory & Performance or Personnel & Occupancy |
||
Compliance Management application | ||
Condition Assessment Environmental Sustainability Assessment |
||
Hazard Assessments by Building Map | Clean Building | |
Green Building Scoring Dashboard | Green Building | |
Energy Consumption by Location | Energy Management | |
Lifecycle Chain of Custody | Enterprise Asset Management | |
Equipment | ||
Asset Information |
View and Edit Equipment Information View and Edit Service Contracts View Equipment Warranties and Service Contracts View and Edit Insurance Policies View Equipment by Insurance Policy View and Assign Equipment by Lease View and Assign Leases by Lessor Lifecycle Chain of Custody (available in Enterprise Asset Management only) |
Any of the following licenses:
|
Analysis |
Either of the following licenses:
|
|
Furniture | ||
Asset Information |
View Room Plan with Tagged Furniture View and Edit Tagged Furniture View Room Plan with Furniture Standards View Tagged Furniture by Department Lifecycle Chain of Custody (available in Enterprise Asset Management only) |
Any of the following licenses:
|
Analysis |
View Tagged Furniture Counts by...
Note: You access the Furniture Standards Inventory Counts by... reports using the Furniture Standards Inventory Process from the Process Navigator. |
Any of the following licenses:
|
Project | ||
Asset Information | Project Management | |
Capital Budgeting | ||
Analysis | Compare Annual Project Costs to Budget | Project Management |
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