How do I create an Asset Report?

This article will show you how to create your own Report to display Assets.

Step 1: Navigate to the Reports page on the left hand side of the Corfix main menu. 

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Step #2 : Click the "Add" button in the top right hand side of the screen.

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Step #3 : Select Assets in the "What would you like to report on?" window that pops up.

Screenshot 2024-05-08 at 2.24.40 PMStep #4 : This will open the Report Details page, where you will be able to customize the following:

  • Report Name
  • Graph Type (Pie, Bar, Line)
  • Report Filters 
  • Table Data (What information will be displayed on the graph)
  • Report Columns

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Step #5 : Define the specific information you want to be included in the Report by selecting your required filters.

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Step #6 : Review and confirm the details in your Report, and then save it to your personal Dashboard. 

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