All Assets Summary

Overview: This document outlines the structure and functionality of the Daily Asset Report system. The report is designed to track the status of assets on a daily basis, categorized and filtered as needed.

opensummaryreport

displayassetssummary

Opening Balance:

  • Represents the total count of assets from the date when the report tracking was initiated.
  • This value remains static based on the system's tracking start date.

Closing Balance:

  • Reflects the real-time count of assets at the moment the report is generated.
  • Updated dynamically every time the report is accessed or downloaded.

Download Feature:

  • A Download Icon is provided for users to download the report in the desired format.

Filters: The report includes comprehensive filtering capabilities:

  • a. Date-wise Filter

    • Users can select:
      • Specific Date
      • Date Range (From - To)
  • b. Category-wise Filter

    • Available Categories:
      • Laptop
      • Desktop
      • Others (Includes everything category except Laptop and Desktop)

Notes:

  • Data consistency between Opening and Closing balances should be monitored.
  • Report should auto-refresh to reflect the most accurate Closing Balance.

We are continuously improving our documentation to ensure it meets your needs. This document will be updated regularly, so please check back for the latest information. If you have any questions or encounter any issues, feel free to reach out to us at support@itassetmanagement.in.