Asset Allocation Report

This shows a report of all the different asset categories allocated to different departments in the firm.

Steps:

  1. Log into the system
  2. Go to Tools and Add-ons module
  3. Under Local Fixed Asset Management, click on the “Asset Allocation Report” link
  4. Fill in all the details in the pop out form in all the following fields, asset category, type and asset
  5. Click on the “View Report” button to access the report