*
Concepts
*
Settings
 

Setting up Asset Activity Report Types

In an asset activity report type, you can define the default report sections to appear in the report. You can also determine printing and publishing options, site recursion, report approval options, as well as report status and assignment rules.
You should define the asset activity report section types, statuses, groups, and classifications before they can be referenced in an asset activity report type. For more information, see Setting up Asset Activity Report Section Types, Setting up Statuses for Asset Activity Reports, and Setting up Asset Activity Report Groups and Classifications.
This topic explains how to create asset activity report types.

To Create an Asset Activity Report Type

1.
From the Site window, select the Assets view, Settings tab. Select the Assets tab, and the Asset Management Settings node in the tree. Select the Activity Reports tab.
Tip: You can also select the Administration menu, Asset Management Settings, then Asset Management. The Asset Management Settings window appears. Select the Activity Reports tab.
2.
Select the Report Types tab. This tab displays a list of asset activity report types for the enterprise.
3.
Click New. The report type’s Properties dialog appears.
4.
On the General tab, complete the following information:
Setting Name
Description
Report Type
A descriptive name for the asset activity report type.
Report group
Select the report group for the asset activity report.
Report classification
Select the report classification for the asset activity report.
Supports planned activities
This asset activity report type supports planned activities.
Supports completed activities
This activity report type supports completed activities.
Supports asset status information
This asset activity report type supports asset status information.
Note: For planned or completed activities, if you include relevant sections to the report type and then subsequently remove support for those activities, starting and ending dates will not be available on the asset activity report, yet the report will include empty sections for those activities. To correct this, you must either re-enable support for those activities or delete the sections from the report.
5.
Click Browse to select from a list of pre-defined report section types, or click New to create a section type. The report section identification’s Properties dialog appears. For example:
6.
Select a section from the list.
Tip: You can press F3 to create a new report section if a predefined section does not already exist. For more information on setting up an asset activity report section, see Setting up Asset Activity Report Section Types.
7.
Click OK. The section is added to the report.
8.
Repeat steps 5 to 7 for each section type you want to include in the report.
Tip: You can select a report section type and click Move Up or Move Down to change the order of sections on a report. You can also right-click a report section and select Delete to remove the section from the report.
9.
On the Options tab, complete the following information:
Setting Name
Description
Report requires approval
Select this option to require the report to be approved.
10.
On the Printing and Publishing tab, complete the following information:
Setting Name
Description
Report definition to use
The report definition to use when printing the asset activity report.
Report definition to use for published edition
The report definition to use when printing the published asset activity report edition.
11.
If you selected a report definition to use when printing a report edition, you can enter the following publishing options:
Setting Name
Description
Print report
Select this option to print the report when the asset activity report is published.
Create archive
Select this option to create an archive when the report is published. Each new archived edition number automatically increments by one.
Format
Select the format for the output of the report. Your choices are:
•
Comma separated values (*.csv)
•
Hypertext markup language (*.html)
•
Microsoft Excel (*.xls)
•
Plain text (*.txt)
•
Portable document format (*.PDF)
•
Rich text (*.rtf)
•
TIFF (*.tiff)
Note: Portable document format is the default option.
12.
On the Events tab, complete the following report status assignments:
Setting Name
Description
Report type is set
Select the status of the report when the type of report is set.
Published
Select the status of the report when the report is published.
Sent for approval
Select the status of the report when the report is sent for approval.
Approved
Select the status of the report when the report is approved.
Redrafted
Select the status of the report when the report is redrafted.
Rejected
Select the status of the report when the report is rejected.
13.
When you are finished, click OK to save the changes. The asset activity report type appears in the list.