Overview
In this video, you will learn how to create Asset Reports within TDNext.
Transcript
In this video, you will learn how to create an asset report in the asset application, including the various customization options available. Go to the navigation icon in the upper left and choose IT Assets or go to the IT Assets tab. At the top of the page, click plus New, Report. The page will display the report sources you have access to. Report sources identify the primary subject matter in that report. In this video, let's create an asset report. We'll select Asset Report source. As you're going through this process, feel free to pause the video to follow along and create your own report. In our example, we'll create a report to show us assets due for replacement in the next three months. But you can feel free to create your own report and not use our specific examples. First, we'll provide a name for our report. The name of the report is what will appear in the list of existing reports and we'll also display if the report is added to a desktop. It's best to use a report name that is descriptive enough to suggest what the report is about. For our report, we'll call it upcoming asset replacements. Optionally, provide a description of the report. Anyone with access to the report can see the description in the report details. So adding a description with context and other notes will be helpful to those running the report. We'll add our description. All assets due for replacement in the next three months. The report includes default columns. You don't need to keep any of these columns but for the report we're creating, many of these will be helpful. We can remove the columns we're not interested in using the Remove button. And drag the three horizontal lines next to a field to change the order the columns appear in. We can also click on a dropdown menu for one of the columns to change the displayed value. Or click Add to add additional columns. For our report, we'll include ID, manufacturer, product model, serial number, owner, owning account department, created and expected replacement. If you have any questions about what a specific column means you can use the help button at the top of the page to get a definition of each of the fields. In the filters, we will set which tickets will return when the report is run. We're interested in assets due for replacement in the next three months. So we'll add filters to capture that information. Like the column section, we can reorder and change the filters available. We'll select Expected Replacement. When a filter is selected, notice the operator will determine how it responds in relationship to the value. For our expected replacement value, we'll set the operator to less than the run date plus three months, to create our three month window. It may be helpful to sort the assets based on when they're due for replacement. So the soonest ones are at the top. To do this, we'll choose sort by Expected Replacement and set the order to ascending. We can change the number of rows that are returned in our report. The default is 500 which should hopefully be high enough for this report. We'll leave this value alone. When creating your own report, if you anticipate the report returning a lot of values, you can set this to a higher number. Here, we can define a specific folder to put the report in. We happen to already have a folder called My Custom Reports so we'll choose that one. If you don't have a custom folder you can click the plus icon to create one to add the report to. If this is a report you feel would be beneficial to share with others, you can do that here. Note that they cannot edit a report they do not own, so there's no risk of yours being changed. However, if they would like to copy this report, they can do that and edit their own version of it. We'll set the visibility to everyone with this application. In this report, there's not any real value in incorporating a chart. If we wanted to add a chart, we could choose the chart type and choose what to display here. Since there's not a chart in this report all uses of this report on a desktop will be formatted to show as a grid. If your report has a chart, you can Choose Chart to have the chart not the individual records show on a desktop. If you feel it would be helpful to have this delivered to you on a certain interval of time that can happen via adding a schedule. We'll set up a schedule to have this report delivered monthly. Now that a report is set up, we can click Save and Run Report to see it in action. If we don't like the results and need to make any changes, we can just click Actions, Edit, to return to the report builder. Now you know how to create and edit asset reports. You may find it helpful to explore and create more reports that will be helpful for you or your team.