Asset Management / Enterprise Asset Management
Asset Management / Asset Management

Reports for Enterprise Asset Management and Asset Management

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.

Profile reports

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.

Reports from other applications

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.

List of available reports

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

  • Buildings by Location
  • Structures by Location
  • Land by Locations

See Buildings / Structures / Land by Location

Portfolio Management
  Lifecycle Chain of Custody Enterprise Asset Management

Analysis

Buildings Dashboard

Structures Dashboard

Land Dashboard

All Properties Yearly Financial Summary by Country report

Land Area by Country

Portfolio Management

Building    

Asset Information

Buildings by Location Portfolio Management
 

View Building Performance Analysis

Space Inventory & Performance
 

Allocation and Benchmarks

Space Inventory & Performance or

Personnel & Occupancy

 

Compliance Violation Map

Compliance Management application
 

Highlight Buildings and Rooms with Issues

Building Sustainability Summary

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 Equipment Standards Book

Equipment Assets Console

View Equipment Plan

View and Edit Equipment Information

View Equipment by Department

View Equipment by Floor

View and Edit Service Contracts

View and Edit Warranties

View Equipment by Warranty

View Equipment Warranties and Service Contracts

View and Edit Insurers

View and Edit Insurance Policies

View Equipment by Insurance Policy

View and Edit Lessors

View and Edit Leases

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:

  • Asset Portal
  • Asset Management
  • Enterprise Asset Management

Analysis

Equipment Maintenance History

Work Request for Same Equipment or Location

Equipment Failure Analysis

Equipment Replacement Analysis

Either of the following licenses:

  • Preventive Maintenance
  • On Demand Work
Furniture    
Asset Information

View Furniture Standards Book

View Room Plan with Tagged Furniture

View and Edit Tagged Furniture

View Room Plan with Furniture Standards

View Tagged Furniture by Department

View Tagged Furniture by Room

Lifecycle Chain of Custody (available in Enterprise Asset Management only)

Any of the following licenses:

  • Asset Portal
  • Asset Management
  • Enterprise Asset Management
Analysis

View Tagged Furniture Counts by...

  • Standard
  • Building
  • Floor
  • Room
  • Department
  • Department by Building

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:

  • Asset Portal
  • Asset Management
  • Enterprise Asset Management
Project    
Asset Information

Review Project Profiles

View Milestone Statuses by Project

View Projects Calendar

View Projects Map

View Projects Org. Impact by Building

Project Management
 

View Budget by Program

View Budget by Program Type

View Approved Projects Funding by Year

Capital Budgeting
Analysis Compare Annual Project Costs to Budget Project Management
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