9.2 Asset Detail Reports
Purpose: Use this document as a reference for creating Asset Management reports in ctcLink.
Audience: Finance staff, Asset Management staff.
You must have at least one of these local college managed security roles:
- ZZ Asset Management Reporting
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Asset Detail Reports
Navigation: NavBar > Navigator > Asset Management > Financial Reports > Asset Details
- The Asset Details menu displays. Use it to create reports on Acquisitions, Locations, History, and several others. The most common reports are shown below.
- All reports are generated via Run Controls. Run Controls consist of a name and some parameters to pass to the process at run time. The parameters may be different for different reports, and each run control is unique to a single report and user ID.
- Reports are viewed with the Report Manager. See the Running and Retrieving Reports QRG for more detail about run controls and the Report Manager.
- Many Asset report run control pages contain a section for Report Print Options. This section is collapsed by default and must be expanded and populated for the report to create any output.
- Expand the Report Print Options section by selecting the arrow on the left side of the section.
- You can choose to organize the report by any of the available Chartfields by selecting a Chartfield in the Report By field. This field is required.
- Each report has a default Title that you can Override.
- You must define both the CF (Chartfield) Template and the RF (Report Field) Template, and you will need to create templates for each report. The first time you use a run control, you define the templates. The templates can then be re-used for the same run control for subsequent reports of the same type. After a template has been defined, you can edit it if needed.
- Select the Update/Add CF Template link to select the which Chartfields to include in the Report, and the order to display them. You also choose which Chartfields you want to subtotal. See the ChartField Format Template screenshot below.
- Select the Update/Add RF Template link to choose available data fields to include in the report. See the Report Fields Format Template screenshot below.
This report lists all acquisitions for a specified Fiscal Year/Period range or Date range, and can be generated in Detail or Summary form.
- Remember to supply the Report Print Options as explained above.
- Enter or select your AM Business Unit.
- Enter or select "WACTC" as the Book Name.
- Select a Fiscal Year/Period Range, or
- Alternatively, select a Date Range.
- Choose your desired Type of Report.
- The fields down the right side are report filters. You can choose one or more filters to tailor the report to your requirements, or leave them all blank to report all asset acquisitions.
- Enter your parameters then select Run.
- After the process is finished, view the report from the Report Manager link.
This report does not require any Report Print Options.
- Enter or select your AM Business Unit.
- Enter or select "WACTC" as the Book Name.
- Select a Fiscal Year/Period Range, or
- Alternatively, select a Date Range.
- Choose your desired Type of Report.
- The fields down the right side are report filters. You can choose one or more filters to tailor the report to your requirements, or leave them all blank to report all asset acquisitions.
- Enter your parameters then select Run.
- After the process is finished, view the report from the Report Manager link.
This report run control does not require any parameters. When you run the report, the Process Scheduler Request page will list five separate History reports that have been defined. Choose one or more reports and select OK.
- View the report(s) from the Report Manager link.
- Process complete.
