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
Features

What you can do with Reports & Analytics.

Dashboard, register, schedule, aging, GL reconciliation, deferred tax, query builder and BI exports.

01

Dashboard

See total assets, gross value, net book value, accumulated depreciation and expiry alerts.

02

Standard reports

Run the asset register, depreciation schedule, aging, summary and audit trail reports.

03

GL reconciliation

Track postings by event type and see any that are unreconciled.

04

Tax & deferred tax

See a tax block summary, and book-versus-tax differences for deferred tax under IAS 12.

05

Query builder

Choose a dataset, columns, filter and sort order to build your own report.

06

BI exports

Get warehouse-ready CSV datasets, on demand or on a schedule.

Why it matters

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
How it works

Reports & Analytics, step by step.

  1. 1

    Open

    Start from the dashboard or a report.

  2. 2

    Filter

    Narrow it to what you need.

  3. 3

    Explore

    Build your own query if you need more.

  4. 4

    Share

    Export the data or schedule it for BI.

FAQ

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.

More in Assets

Explore other Assets modules.

Acquisitions, depreciation, maintenance, movements and disposals all work from the same asset record.

Asset RegisterOne searchable record of every fixed asset, with status, value, location and documents. AcquisitionAdd assets from purchase orders, goods receipts, vendor invoices, CSV files or opening balances. DepreciationParallel books, SLM, WDV and more, statutory rate-packs, simulation and GL posting. Lease RegisterRecord leases with right-of-use assets and lease liabilities, supporting IFRS 16 and Ind AS 116. Insurance & WarrantiesPolicies, warranties, claims and certificates, with coverage totals and expiry alerts. Grants & FundingFunding envelopes, allocations to assets, utilization and deferred income under IAS 20. Software LicensesTrack software seats, costs and expiry dates, assigned to devices or people. Transfers & CustodyMove assets between locations, departments and custodians, with approvals and history. Revaluation & ImpairmentRevalue assets, recognise and reverse impairment, and manage retirement obligations. MaintenancePreventive plans, work orders, service contracts, spare parts, repairs and cost tracking. Meters, Downtime & CalibrationUsage meters, downtime episodes, MTBF and MTTR, and calibration certificates. DisposalSell, scrap, write off or partly dispose of assets, with gain and loss calculated. Physical VerificationQR tags, mobile scanning, physical counts and variance reports against the register. Location & Linear TrackingGPS fixes, geofence breach alerts, scan history, and chainage for pipelines and roads. Approvals & ControlsMulti-step approvals, change history, period lock, currencies, custom fields and webhooks.

See Reports & Analytics in action.

Book a free Assets demo and we will walk you through reports & analytics using scenarios from your business.