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.
Step #2 : Click the "Add" button in the top right hand side of the screen.
Step #3 : Select Assets in the "What would you like to report on?" window that pops up.
Step #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
Step #5 : Define the specific information you want to be included in the Report by selecting your required filters.
Step #6 : Review and confirm the details in your Report, and then save it to your personal Dashboard.