Show Reports - Assets - Harness The Power Of Reporting

Show Reports Assets Overview

SapphireOne’s Show Reports functionality empowers you to dynamically report on your Assets data. This versatile feature allows you to generate PDF reports or obtain hard copies. Alternatively, you can create an interactive real-time report by selecting your criteria, with the flexibility to print it in various formats.

Standardised Layout

In SapphireOne, a standardised layout is employed across all Show Report functions to ensure uniformity and user-friendliness. This consistency streamlines the user experience, as learning a single layout suffices for comprehending all Show Report screens, which share similar structures. Each report is accompanied by a title, automatically generated by SapphireOne, positioned below the options section. This title functions as a header for the items featured within the report.

Selecting a Report

After selecting a report option in SapphireOne, you have the flexibility to choose various criteria for the report, as documented below. Once the report has been generated, you can easily export it as either an HTML or CSV file. These files can be opened in any web browser or external spreadsheet program for your convenience.

Assets by Project Task

In SapphireOne, the Assets by Project Task report plays a pivotal role in providing a comprehensive overview of asset allocation and utilisation within various project tasks. This report is an indispensable tool for project managers and financial analysts as it offers a detailed breakdown of assets associated with specific project tasks, allowing for precise monitoring and resource allocation. With its intuitive layout, the report offers a clear visual representation of asset distribution, facilitating quick decision-making and optimising resource utilisation.

Dictation and Speech to Text Overview

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 time saver.

Query Options Asset by Project Task

  • Range Menu – For this Asset by Project Task show report is strictly by period only. Any selection made from the range menu the To and From data fields if altered should have numbers only entered.
    • Range Selection – The From or To should have periods only directly entered by the user.
  • Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.

Display Options Asset by Project Task

  • Outstanding + Accrued checkbox – Typically, a report in SapphireOne does not incorporate outstanding amounts. However, when the Outstanding + Accrued checkbox is selected, the report is configured to include any outstanding amounts. This checkbox option provides users with the flexibility to extend the report’s scope to encompass outstanding and accrued transactions, offering a more comprehensive view of their related financial data.
  • Recalculate – In SapphireOne, the Recalculate button serves a crucial role in generating and updating reports. Users must select this button to trigger the initial calculation of the report based on the default settings. Furthermore, it is essential to select the Recalculate button whenever modifications are applied to the report settings.

Footer Buttons+

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

  • Cancel Button – By selecting this button, the current report processing will be canceled.
  • Export to HTML Button – Selecting this button will export the current report as an HTML file.
  • Export to CSV Button- Selecting this button will export the current report as a CSV file.
  • Print Button – By selecting this button, the printing interface for the current report will be opened.

Asset by Activity

Within SapphireOne, the Assets by Activity report serves as a pivotal tool for organisations seeking to gain a comprehensive understanding of how Assets are allocated and utilised across various activities and functions. This report is invaluable for financial analysts and operational managers as it delivers a detailed breakdown of asset distribution in relation to different activities, thereby facilitating precise tracking and resource optimization.

Query Options Asset by Activity

  • Range Menu – For this Asset by Project Task show report is strictly by period only. Any selection made from the range menu the To and From data fields if altered should have numbers only entered.
    • Range Selection – The From or To should have periods only directly entered by the user.
  • Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.

Display Options Asset by Activity

  • Outstanding + Accrued checkbox – Typically, a report in SapphireOne does not incorporate outstanding amounts. However, when the Outstanding + Accrued checkbox is selected, the report is configured to include any outstanding amounts. This checkbox option provides users with the flexibility to extend the report’s scope to encompass outstanding and accrued transactions, offering a more comprehensive view of their related financial data.
  • Recalculate – In SapphireOne, the Recalculate button serves a crucial role in generating and updating reports. Users must select this button to trigger the initial calculation of the report based on the default settings. Furthermore, it is essential to select the Recalculate button whenever modifications are applied to the report settings.

Footer Buttons+

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

  • Cancel Button – By selecting this button, the current report processing will be canceled.
  • Export to HTML Button – Selecting this button will export the current report as an HTML file.
  • Export to CSV Button- Selecting this button will export the current report as a CSV file.
  • Print Button – By selecting this button, the printing interface for the current report will be opened.

Asset Plant Costing

Asset plant costing in SapphireOne is a fundamental feature for organizations aiming to gain precise insights into the expenses associated with their plant assets. This comprehensive costing system enables businesses to accurately calculate the costs involved in acquiring, maintaining, and operating plant assets throughout their lifecycle.

Query Options (Plant Costing)

  • Depart Menu – This button provides a drop-down selection that allows you to either choose from all departments within the company, or select a specific department for generating the report.
  • Range Selection – For this share report the plant costing is performed up To a period as entered here by the user.
  • Query Button – If you need to filter the report based on specific criteria, such as a single vendor, you can perform a detailed query by selecting the Query button. This action triggers SapphireOne to display the detailed query pop-up, enabling users to search for any item in SapphireOne that meets the specified criteria.

Display Options (Plant Costing)

  • Grouping Menu – This menu is a drop-down option that includes 2 items. It is used to group various items within the report, enabling users to organise and view data in a more meaningful way. With this feature, users can easily categorise and analyse Job Project data based on various criteria as follows.
    • None – For a basic report the None (Default) option is used, which will not group any item within the the report.
    • Hide Income activity – When this option is selected the report will hide any income activity within the report.
  • Outstanding + Accrued checkbox – Typically, a report in SapphireOne does not incorporate outstanding amounts. However, when the Outstanding + Accrued checkbox is selected, the report is configured to include any outstanding amounts. This checkbox option provides users with the flexibility to extend the report’s scope to encompass outstanding and accrued transactions, offering a more comprehensive view of their related financial data.
  • Recalculate – In SapphireOne, the Recalculate button serves a crucial role in generating and updating reports. Users must select this button to trigger the initial calculation of the report based on the default settings. Furthermore, it is essential to select the Recalculate button whenever modifications are applied to the report settings.

Footer Buttons

There are several buttons at the bottom of the Show Reports Page that Perform the following functions.

  • Cancel Button – By selecting this button, the current report processing will be canceled.
  • Export to HTML Button – Selecting this button will export the current report as an HTML file
  • Export to CSV Button – Selecting this button will export the current report as a CSV file. CSV file.
  • Print Button – By selecting this button, the printing interface for the current report will be opened.

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

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