Fixed Asset Info Report: Default Grouping

Grouping by Rows

 

The basic Fixed asset info report groups data by Fixed assets, then by Inventory number. Thus, the report first summarizes data for types of fixed assets by name, then the summarized data is broken down for each individual asset according to its inventory number. To see inventory number details, you have to drill down from the fixed asset level to the inventory number level. The suggested groupings form a two-level hierarchy presented in the form of a tree structure with links between levels being of the parent-child type.


For more details on grouping data in reports, see Grouping Report Data.


The default grouping settings are defined in the rows section of the basic Fixed asset info report. To define the groupings, the fields have been added by which data in the report has to be grouped by rows. However, you can change the pre-defined settings and choose how to group data by yourself.


To do that:

  1. On the page for configuring report parameters, click the Customize button.
  2. In the rows section, view and customize the default groupings as follows:
    • To add fields for grouping, click the Select an option box, and then select a field by which you want to group data from the list of options.


The list displays fields from the selected report type which you can use to group data y rows.

    • To remove fields, click the cross icon next to the field you wish to remove.

 

Fields available for grouping:

Field

Used for grouping by

Fixed asset

General name for the group of fixed assets of one type.

Fixed asset account

Bookkeeping account that fixed asset belongs to.

Depreciation account

Bookkeeping account that depreciation accrued for the asset belongs to.

Expense account

Bookkeeping account that expenses connected to the asset belong to.

Commissioning date

Date when the asset was commissioned.

Method of depreciation

Method for depreciation accrual.

Responsible person

Employee of the company responsible for the asset.

The initial period of depreciation

Entire period of depreciation predefined for each asset for depreciation accrual.

Used period of depreciation

Period of depreciation that is accumulated on the date of the report.

Last month of depreciation

Last month of depreciation accrual for the particular asset.

Initial value

Initial value of the fixed asset, defined for depreciation accrual.

Accrual depreciation

Amount of depreciation accrued on a date of the report according to the chosen depreciation method.

Salvage value

Salvage value of the fixed asset, defined for depreciation accrual.

Residual value

Residual value of the fixed asset, defined for depreciation accrual.

 

Grouping by Columns

 

In the basic Fixed asset info report, no default grouping by columns is specified. However, you can define your own groupings, if necessary.


To do that, you use the columns section of the report, where you can choose how to group data by yourself as in case of the groupings by rows. You do that as follows:

  1. On the page for configuring report parameters, click the Customize button.
  2. Use the columns section to view and customize the default groupings.


As with groupings by rows, in the columns section, you add fields by which you want to group data. The set of fields available for grouping data by columns is the same as for grouping data by rows.

 

More information