Reporting in Assets
Reporting tool
Planon ProCenter includes a tool that is used to create, edit and print reports: Reports . With the appropriate authorization, you can access Reports from all action panels in Assets .
User reports
If you click Report on the action panel, the Reporting dialog box appears. It includes a User reports tab, where you can access functionality to create / edit your own report definitions and to preview and print reports.
Good to know: some date-dependent fields displaying an asset's lifespan data are calculated real-time by the system. As a result, they do not automatically display correct values when included as columns in user reports.
So, if you configure one of the following fields on an asset's report definition, you must create an expression in the report definition to calculate the correct field values.
• Age of asset
• Expected technical life span
• Remaining technical life span
• Expected economical life span
• Remaining economical life span
 | See Asset fields for more information on these fields. For details on creating user report definitions, see User Report Definitions. For details on building and adding expressions, see Adding an expression to your report definition and Building expressions. |
System reports
The Reporting dialog box also includes a System reports tab, which provides access to pre-programmed system reports for assets. You can make a few settings regarding the presentation and output of the system report. Report settings for the configuration of these system reports can be made by administrators in Field definer , where Report settings business objects are available per system report.
The following Assets system reports are available:
• Asset condition: this report enables you to compare the asset's actual condition (after a survey) with the asset's required condition. When running this report, make sure that the following fields are populated correctly: Asset classification (used for grouping), Required condition score. Also enter the condition data (on the Asset details selection level) and the condition details (on the Activities / registrations selection level ). Always enter the applicable units of measurement.
• Asset location differences: this report is available for the Base Asset business object. It is a verification report. If this report contains data (assets), this means that the location details on the Asset locations selection level differ from the location details entered on the maintenance activity definition. You may have linked the wrong property or space to the maintenance activity definition.
• Assets without standard service plan: this report lists per property which assets have no linked service plans and maintenance activities.
• Asset passport: this overview displays key data per selected asset, including an asset picture.