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Central Reporting Hub

Overview

This release provides access to the newly added Central Reporting Hub, the one-stop shop where access to canned reports of all data domains (e.g., Work Orders, Assets, Parts/Inventory, etc.). This release also provides access to a handful of key reports covering insights related to work order management, preventative maintenance tracking/planning, labor costs, and inventory transactions.

Enabling Reports Menu

  • Log into Asset Essentials.

  • Click Admin, select Roles.

  • Select Edit by right clicking on the applicable role.

  • Scroll to the MENU ITEMS section.

  • Toggle Reports checkbox on/off based on your preferences.

*Note The Reports menu item only appears for Administrator, Full User, and Specialty user types. You cannot enable the Central Reporting Hub for Request Only or Tracking Only users. Only users with Edit permissions for Roles are able to adjust the menu item role configurations. The Role settings is only available to Enterprise clients, See the User Role help page for an example of this type of message.

Asset Essentials Sidebar Navigation

Given the Reporting feature flag is turned on, a new Reports menu item will now be available to add to the navigation sidebar of Asset Essentials, which allows access to the Central Reporting Hub that shows lists of all the newly revamped reports that are available to run.

Accessing Reports in the Central Hub

  • Navigate to Asset Essentials Menu.

  • Click Reports.

  • The REPORTS screen appears listing all new reports available to run in Asset Essentials Central Reporting Hub. The reports are categorized by Type (Table vs. Dashboard) and CategoryPlace fields with filtering capabilities.

*Note: A user must have viewing permissions for at least one of a report’s categories in order for it to appear in their report list (e.g., A user who does not have permission to view work orders will not see reports whose only category is Work Order. A user who has permissions to view assets but not work orders will see reports with both the Assets and Work Order categories ).

Running and Exporting Reports

Follow the below instructions to run and export the reports. Is the type of report Table or Dashboard?

  • Table – Proceed to Table Reports section.

  • Dashboard – Skip to Dashboard Reports section.

 

Table Reports

Follow the table below:

Reports Action
Inventory Receiving Proceed to Inventory Receiving Report section.
Inventory Issue

Within REPORTS screen, go to applicable report, click Run Report button.

  • Proceed to Step 2 of Inventory Receiving Report section.

Inventory Update
Work Order Summary
Non-Inventory Transaction
AE Transaction Detail
Detailed Location Expenditure
Detailed Sub-Location Expenditure

 

Inventory Receiving Report

  • Within REPORTS screen, go to Inventory Receiving report, click Run Report button.

  • The following screen appears with customizing functionality:

    • Transaction Date: Select start and end date.

    • Part Name: Click on the drop-down menu and select the applicable part name.

    • Location: Click on the drop-down menu and select the applicable location.

    • Supplier Name: Click on the drop-down menu and select the applicable location

    • Save & Schedule:

      • Click Save & Schedule button, select Save New View.

      • The View screen appears, enter the view name in the View Name field, and then check in Schedule box.

      • The following fields will be populated, enter the appropriate information in the mandatory fields, and then click + Select Emails button.

      • The User Emails screen appears, check in the appropriate email box you want to add, and then click Add Emails button.

      • Click Save View.

    • Views:

      • Click View drop-down menu, select the viewing date.

      • Click on the pencil icon to further customize the viewing date, and then select Done button.

         

    • Export: Click Export drop-down menu, and then select desired option to export the report.

      *Note Tabular Reports contain basic maintenance insights in a table format, similar to Excel. All tabular reports are able to be exported to CSV and Excel, while some tabular reports have a print-friendly version that may group insights by certain key metrics.

    • Clear Filters: Click Clear Filters to clean up the selected items.

    • More Filters:

      • Click More Filters button for advanced filter options. Make the required changes, click Apply Filters button. Click Clear Filters to clean up the selected items.

      • The following screen appears after making the changes in the More Filters.

Dashboard Reports

Transaction Detail Analysis

    • Within REPORTS screen, go to Transaction Detail Analysis report, click Run Report button.

    • The following screen appears with customizing functionality:

      • Transaction Date: Select the transaction start and end date.

      • WO Completed Date: Select the work order start and end date.

      • Transaction Type: Click on the drop-down menu and select the transaction type.

      • Location: Click on the drop-down menu and select the applicable location.

      • Save & Schedule: Same as table reports.

      • Views: Same as table reports.

      • Export: Click Export drop-down menu, and then select the desired option to export the report.

      • Clear Filters: Same as table reports.

      • More Filters: Select the desired filter options, click Apply Filters. Click Clear Filters to clean up the selected items.