The Reports module brings together ActivoHQ's formal reports: the Asset register, the period's depreciation, the roll-forward for the year, disposals with their gain or loss, Journal batches, RFID audit variance, asset whereabouts, and the expiry of licenses, Warranties and policies.
Every report renders on screen: it is produced instantly with your company's print layout and displayed inside the page. There is no need to produce a PDF just to read the content; print or save as PDF from the viewer itself when you need to.
In the main menu, the Reports section holds every report:
| Report | Menu | URL |
|---|---|---|
| Asset Whereabouts | Reports > Asset Whereabouts | /reports/asset-whereabouts |
| Asset register | Reports > Asset register | /reports/asset-register |
| Depreciation Schedule | Reports > Depreciation Schedule | /reports/depreciation-schedule |
| Depreciation What-If | Reports > Depreciation What-If | /reports/depreciation-what-if |
| Asset Roll-Forward | Reports > Asset Roll-Forward | /reports/roll-forward |
| Disposals & Gain/Loss | Reports > Disposals & Gain/Loss | /reports/disposals |
| Journal batches | Reports > Journal batches | /reports/journal-batches |
| RFID Audit Variance | Reports > RFID Audit Variance | /reports/rfid-variance |
| Software licenses | Reports > Software licenses | /reports/software-licenses |
| Warranties Expiring | Reports > Warranties Expiring | /reports/Warranties |
| Insurance Policies Expiring | Reports > Insurance Policies Expiring | /reports/Insurance |
| Consumption by Cost Center | Reports > Consumption by Cost Center | /reports/consumable-consumption |
| Consumable stock | Reports > Consumable stock | /reports/consumable-stock |
| Consumable movements | Reports > Consumable movements | /reports/consumable-movements |
| Replenishment | Reports > Replenishment | /reports/consumable-replenishment |
| Term | Definition |
|---|---|
| On-screen view | The report is built on the server with the print layout and shown inside the page. No file is downloaded to read it. |
| Active company | Every report is filtered by the company selected in the top bar. There is no company picker inside each report. |
| Query period | The From / To range limiting the records included. It only applies to movement reports. |
| Within (days) | The expiry horizon on the warranty and policy reports. |
| Net Book Value (NBV) | Acquisition cost less accumulated depreciation, plus revaluation adjustments. |
| Opening / Closing NBV | Book value at the start and at the close of the period queried. |
| Journal batch | The grouping of entries produced by a depreciation run, for export to the Accounting system. |
| Count Session | The record of an RFID physical count. The variance compares the read against the expected inventory. |
The procedure is the same on every on-screen report:
A table query screen - not an on-screen report - showing where each asset is and who has it.
Every asset with its cost, accumulated depreciation and net book value for the active company. No parameters.
Depreciation per asset and period: opening NBV, the period's depreciation, closing NBV and accumulated.
The period's reconciliation: opening NBV + additions - depreciation - disposals = closing NBV.
Disposed Assets with their sale proceeds, book value and the resulting gain or loss.
The Accounting batches produced for export to CifraHQ.
The result of a physical count: tags found, missing and unexpected.
A full license inventory: publisher, version, seats owned, used and available, purchase, expiry and maintenance-end dates, cost, renewal cost, support contact and compliance status. No parameters.
Warranties approaching their expiry date - and those that expired recently - nearest first, with the days remaining.
Policies coming up for renewal - and those that expired recently - with the days remaining and the Assets covered.
Which Consumables each cost center spent in the period, grouped by cost center and item, with quantity, cost and group totals. It is the report that answers "where did our supplies go?".
Stock by consumable and location with average cost, value and the position against the reorder point. No parameters.
The detail of a period's consumable history: receipts, issues, adjustments and transfers. The audit trail in printable form.
Everything at or below its reorder point, with the suggested quantity to buy (reorder point less stock on hand) and its estimated cost. The storekeeper's shopping list. No parameters.
A comparison of two depreciation scenarios and of leasing against buying. It is not a printed report; see Depreciation what-if simulator.
These are not in the Reports menu; they are produced from the screen where they belong:
| Document | Where it is produced |
|---|---|
| Data Sheet | The asset record |
| Custody receipt | Handing an asset to an employee |
| Disposal certificate | Disposing of an asset |
| Asset label | The asset record, and the Print Labels button in the asset list |
| Insurance claim packet | A policy's Covered Assets tab |
| Issue voucher | The Print voucher button after recording a hand-out under Consumables > Issue |
| Parameter | Reports | Type | Starting value |
|---|---|---|---|
| From | Depreciation Schedule, Asset Roll-Forward, Disposals & Gain/Loss, Journal batches | Date | 1 January of the current year |
| To | Depreciation Schedule, Asset Roll-Forward, Disposals & Gain/Loss, Journal batches | Date | 31 December of the current year |
| Count Session | RFID Audit Variance | Drop-down | Nothing selected |
| Within (days) | Warranties Expiring, Insurance Policies Expiring | Number (1 to 3650) | 90 |
| From / To | Consumption by Cost Center, Consumable movements | Date | 1 January / 31 December of the current year |
Reports are available to users with access to the module, as configured by your administrator. Reports only ever show the active company's data.
| Symptom | Likely cause | Resolution |
|---|---|---|
| The report comes out empty. | There are no movements in the range queried, or the active company is not the one you expect. | Widen the From / To range and check the company in the top selector. |
| The View Report button is disabled. | A required parameter is missing (the count session, for example). | Complete the parameter. |
| The amounts appear in another currency. | The active company has a different base currency. | Check the company's Settings under Master > Companies. |
| The report does not show the logo. | The company has no logo uploaded. | Upload it on the company record. |
| The layout is not what you expected. | The report has a customized template. | Check Settings > Report designer and, if appropriate, use Revert to default. |
| Depreciation does not match what was posted. | There are runs for the period that have not been posted. | Check the runs under Accounting > Depreciation runs. |
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