The Asset Allocation Report provides a summary of assets allocated to different departments within the firm. The report can be filtered by asset category, type and specific asset.

To access the Asset Allocation Report:

  1. Log in to the system. 
  2. Go to the Tools and Add-ons module. 
  3. Under Fixed Asset Management, click on Asset Allocation Report. 
  4. In the pop-up form, select the relevant details from the following fields: 
    • Asset Category 
    • Asset Type 
    • Asset 
  1. Click on the View Report button. 
  2. The system will generate and display the Asset Allocation Report based on the selected criteria.