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Creating an Asset Activity Report

After the asset activity report components such as the report sections, types, statuses, and so on have been set up, you can create an asset activity report.
To simplify the report creation process, the report type chosen for the report predefines the report’s group, classification, as well as report dates, printing and publishing options, and default report sections that are included in the report. This information can be altered to customize the report.
If an activity qualifies for more than one section of the report, it will only appear once per report, thus eliminating duplicates from the report.
Note that regardless whether the report’s asset source is the asset hierarchy or a strategy development analysis, only active assets from the site recursion defined on the asset activity report type will be included.
This topic describes how to create an asset activity report.

To Create an Asset Activity Report

1.
From the site, select the Assets view, then the Activity Reports tab. By default, this tab displays a list of all asset activity reports for the site and below.
2.
Click New. The New Report dialog appears.
Note: You can also create an asset activity report directly from the Activity Reports view on an asset or strategy development analysis.
3.
Complete the following information:
Setting Name
Description
Report Number
The asset activity report number. This number is automatically assigned by APM, but can be modified.
Report Type
Select the asset activity report type from the list of available report types.
Report Name
The name or short description of the asset activity report. You can enter up to 250 characters.
4.
In the Source of Assets group, complete the following information:
Setting Name
Description
Site for details
The site that controls asset activity report assets and strategy development analysis selection.
Source
Select either Asset hierarchy or Strategy development analysis for the source of the assets.
Note: Only active assets are included.
Analysis
The strategy development analysis used for the asset activity report.
Asset
The asset for the asset activity report.
5.
In the Reporting Period group, select the starting and ending dates for planned and/or completed activities that will appear in the report.
6.
When you are finished, click OK. The report is displayed in the list.