Asset Management Report

Asset Management Report Overview

The Asset Management report within the SapphireOne Assets mode allows the printing of reports designed to assist in the control and tracking of your assets during various events that occur in the life of an asset. 

When the Asset Management report is selected from the Assets Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.

Asset Management Report Type Menu

Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.

Repair Asset report showing when items are due for repair or due back from repair.
Service Asset report showing when items are due for service or due back from service.
Loan Asset report showing when items were loaned or due back.
Warranty Asset report showing the warranty for assets
Insurance Asset report showing when items insurance is due.
Next Service Asset report showing when items are next due for service or due back from service.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.

You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.

As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.

Dictation and Speech to Text Procedure

This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.

Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line. The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver. 

Report Sort Order Menu

The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:

No Sort This will display the Report in the order they are displayed
By ID  This will sort by the Asset ID.
By Name This will sort by the Asset name.
By Class A This will sort by the Assets Class A.
By Class B This will sort by the Assets Class B.
By Class A & Location This will sort by the Assets Class A and then its Location.
By Class B & Location This will sort by the Assets Class B and then its Location.
By Location This will sort by the Assets location.
By Class A & Class B This will sort by Assets Class A and then Class B.
By Class B & Class A This will sort by the Assets Class B and then Class A.
By Company This will sort by the Assets Company.

Report Selection Menu

Next 30 Days This filters the actions required on the assets for the next 30 days.
This Month This filters the actions required on assets to this month only
Next 7 Days This filters the actions required on assets for the next 7 days.
Today This filters the actions required on assets today.
Last 30 days This filters the actions required on assets for the last 30 days.

Report Buttons

Print Button Select this to Print the Report.
Cancel Button Select this to Cancel the Report.
Record List Button Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.
Options Button The Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue Button Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.
Background Button Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.

The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports. 


You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

Was this helpful?