Answer questions about your assets without building a spreadsheet.
See your portfolio on the dashboard, run standard reports for finance and audit, build your own queries, and send data to your BI tools as CSV datasets, on demand or on a schedule.
- Portfolio dashboard
- Query builder
- Scheduled BI exports
What you can do with Reports & Analytics.
Dashboard, register, schedule, aging, GL reconciliation, deferred tax, query builder and BI exports.
Dashboard
See total assets, gross value, net book value, accumulated depreciation and expiry alerts.
Standard reports
Run the asset register, depreciation schedule, aging, summary and audit trail reports.
GL reconciliation
Track postings by event type and see any that are unreconciled.
Tax & deferred tax
See a tax block summary, and book-versus-tax differences for deferred tax under IAS 12.
Query builder
Choose a dataset, columns, filter and sort order to build your own report.
BI exports
Get warehouse-ready CSV datasets, on demand or on a schedule.
From a portfolio view to a single asset.
Start with net book value by category, and go down to the asset schedule, audit trail and movement history behind the number.
- Category summary with sortable totals
- Aging buckets by acquisition age
- Status breakdown across the portfolio
- Audit trail of movements and adjustments
Reports & Analytics, step by step.
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1
Open
Start from the dashboard or a report.
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2
Filter
Narrow it to what you need.
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3
Explore
Build your own query if you need more.
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4
Share
Export the data or schedule it for BI.
Reports & Analytics questions, answered.
Can we build our own reports?
Yes. The query builder lets you pick a dataset, columns, a filter and a sort order.
Can we connect it to our BI tool?
You can produce warehouse-ready CSV datasets, on demand or on a schedule, for your BI tools to load.
Can we report deferred tax?
Yes. The report compares book and tax net book values to show temporary differences under IAS 12.
Explore other Assets modules.
Acquisitions, depreciation, maintenance, movements and disposals all work from the same asset record.
See Reports & Analytics in action.
Book a free Assets demo and we will walk you through reports & analytics using scenarios from your business.