View Reports
You can view reports for the fixed assets recorded in your Zoho ERP organisation in the Reports module. To do so:
- Go to Reports on the left sidebar.
- Scroll down to Accounting and select Fixed Asset Register.
The list of fixed assets recorded in your organisation will be displayed.
The different sections that the report contains are as follows:
| Report Sections | Description |
|---|---|
| Name | The name of the fixed asset. |
| Status | It displays whether the asset is in the Active, Fully Depreciated, Written Off, or Sold status within the selected date range. |
| Fixed Asset Type | It displays the fixed asset type of the fixed asset. |
| Purchase Date | It displays the purchase date of the asset. |
| Purchase Value | It displays the price at which the fixed asset was bought. |
| Current Asset Value | It displays the current price of the fixed asset. |
| Opening Asset Value | It displays the price of the asset at the beginning of the selected date range. |
| Depreciation Value | It displays the price at which the fixed asset is depreciated in the selected date range. |
| Closing Asset Value | It displays the price of the asset at the end of the selected date range. |
| Acquisition Value | It displays the acquisition price of the asset in the selected date range. |
| Write Off Value | It displays the price at which the fixed asset was written off. |
| Sale Value | It displays the price at which the asset is sold. |
To customise the report:
- In the Fixed Assets Report page, click the Customize Report icon in the top right corner of the page.
- In the Customize Report page, enter the required details.
| Fields | Description |
|---|---|
| Date Range | Select the start date and end date to generate the report. |
| Group By | Select Fixed Asset Type in the Group By dropdown. |
| Status | Select the status to generate the report. The available statuses are: All, Active, Write Off, Sold, and Fully Depreciated. |
- Click Run Report.
The report will be generated based on the preferences you’ve set.
You can also choose the columns you want to display in the report and hide the other columns. To do this:
- In the Customize Report page, click Show/Hide Columns in the left pane.
- Click the Add icon near the respective sections under Available Columns to be displayed in the report.
- Click Run Report.
The report contains amounts for the depreciation, acquisition, write-off, and sale of the fixed assets. You can click on a fixed asset to view the respective drill down summary.
This report summary contains the following sections:
| Fields | Description |
|---|---|
| Valuation Date | This section displays the date on which the asset was valuated. |
| Type | It displays the type of valuation that is associated with the fixed asset. The valuation types are: Depreciation, Acquisition, Write Off**, and Sale. |
| Current Value | It displays the value of the fixed asset after valuation. |
| Net Asset Value Change | It displays the difference in the asset value after a valuation for various types, such as Depreciation, Acquisition, and more. |
| Accumulated Depreciation | It displays the total amount of depreciation expense accumulated since the asset was marked as active. |
To customise this report:
- Click the Customize Report icon in the top right corner.
- In the Customize Report page, enter the required details:
| Fields | Description |
|---|---|
| Date Range | Select the start date and end date for which you want to generate the report. |
| Valuation Type | Select the valuation type of the report. The available types are: All, Depreciation, Acquisition, Write Off, and Sale. |
- Click Run Report.
The report will be generated based on the preferences you’ve set.