By default, all reports include all applicable assets except those in a miscellaneous activity. However, you may specify that the selected report include only certain assets by selecting restrictions.
To open this tab, select the desired report in the Print dialog, click the Options button, and then click the Select Assets tab in the Options dialog.
To include all units, groups, and/or locations in the reports, clear the Include all associations checkbox and click the Select All button.
Fields & buttons
Associations group box
This checkbox is marked by default for each report. If you want to exclude certain assets from the selected report, clear this checkbox and then choose the specific items (activities, types, groups, locations, divisions, and/or [custom associations]) that you want to exclude from the report.
Note: When this checkbox is marked, assets that are in a miscellaneous activity are not included in the report. To include these assets, clear this checkbox, click the appropriate subset of associations (Activities, Groups, Locations, Types, Divisions, or [custom associations]), and click the Select All button.
If you want to print a subset of assets for the selected report (rather than all assets), choose the categories to include or exclude.
To exclude custom associations, click the Custom option, then choose the associations you want to remove from the drop-down list.
Lists the items to be excluded from the selected report or worksheet.
Lists the items to be included in the selected report or worksheet.
Dates group box
Use the options in this group box to include certain assets in the selected report based on specified time conditions.
You can choose the following time conditions for both the Placed in service and the Disposed of rows.
- Current period: Click this option to include in the report all assets that were either placed in service or disposed of during the current period. Fixed Assets CS enters the beginning and ending dates for the current period in the fields to the right of the Other option.
- Current year: Click this option to include in the report all assets that were either placed in service or disposed of during the current year. Fixed Assets CS enters the beginning and ending dates for the current year in the fields to the right of the Other option.
- Other: By default, clicking the Other option enters "Various" in the field on the right and includes in the report all in service assets or disposed of assets.
- The Other option can also be used to include only those assets in service or disposed of during a specified time frame. To do this, indicate the beginning date in the field on the left, and the ending date in the field on the right.
Notes
- You can use these options in combination. For example, you can choose to include on the report all assets that were placed in service in the current period and all assets that were disposed of during the current year.
- Enter the dates in MMDDYY format.