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Reports

Enterprise feature

Asset management is available on the Enterprise plan. Compare plans to find the right fit for your business.

Asset reports give you a clear picture of your equipment portfolio — what you own, what it costs, what needs attention, and how values are changing over time. FSM Navigator offers several report types that you can filter, sort, and export for stakeholders, auditors, or your own planning.

Available report types

Navigate to Assets → Reports to access all asset reports.

Report Description Key data included
Asset inventory Complete list of all assets Name, tag, type, status, location, assigned technician
Maintenance due Assets with upcoming or overdue maintenance Schedule name, due date, frequency, overdue flag
Depreciation schedule Year-by-year depreciation for all assets Method, purchase cost, book value, annual depreciation
Warranty expiry Assets with expiring or expired warranties Provider, coverage dates, days remaining, status
Cost analysis Total cost of ownership breakdown Purchase cost, maintenance spend, current book value

Generate a report

  1. Navigate to Assets → Reports.
  2. Select the report type.
  3. Apply filters to narrow the results (see filtering options below).
  4. Click Generate Report.

The report displays in a table view with sortable columns.

Filtering options

All reports support the following filters:

Filter Description
Date range Limit results to a specific time period
Asset type Filter by one or more asset types
Status Filter by lifecycle status (e.g., Active, In Maintenance)
Location Filter by customer location
Assigned technician Filter by the technician responsible for the asset

Report-specific filters

Report Additional filters
Maintenance due Overdue only, frequency, due within (7 / 14 / 30 / 90 days)
Depreciation schedule Depreciation method, fully depreciated toggle
Warranty expiry Expiring within (30 / 60 / 90 days), expired toggle
Cost analysis Minimum / maximum total cost

Save filter presets

If you generate the same report regularly, save your filter selections as a preset. The next time you open that report, select the preset to apply the filters instantly.

Export reports

You can export any generated report for use in spreadsheets, presentations, or accounting software.

  1. Generate the report with your desired filters.
  2. Click Export in the top-right corner.
  3. Choose the export format:
Format Best for
CSV Spreadsheets, data analysis, accounting imports
PDF Sharing with stakeholders, printing, archival
  1. The file downloads to your device.

Asset inventory report

The inventory report is the most comprehensive view of your asset portfolio. It lists every asset with its current details.

Included columns:

  • Asset tag and name
  • Asset type
  • Current status
  • Location
  • Assigned technician
  • Serial number
  • Purchase date and cost
  • Current book value

Use this report to audit your asset records, prepare for insurance renewals, or provide equipment lists to clients.

Maintenance due report

This report surfaces assets that need attention — either upcoming maintenance or overdue schedules.

Key indicators:

Indicator Meaning
Overdue Maintenance was due and the job has not been completed
Due soon Maintenance is due within the selected timeframe
On schedule No upcoming maintenance within the selected window

Use this report in weekly team meetings to prioritize technician schedules and prevent equipment failures.

Act on overdue maintenance

Overdue maintenance can void warranties, lead to costly breakdowns, and create safety risks. Review this report at least weekly.

Depreciation schedule report

This report shows the financial position of your assets over time.

For each asset, the report includes:

  • Depreciation method (straight-line, declining balance, or sum-of-years digits)
  • Original purchase cost
  • Current book value
  • Accumulated depreciation to date
  • Annual depreciation amount
  • Remaining useful life

See Depreciation for details on how each method works.

Warranty expiry report

Track which warranties are active, expiring soon, or already expired.

Sort options:

  • Expiry date (ascending) — see the soonest-expiring warranties first.
  • Days remaining — quickly identify assets that need warranty renewals.
  • Provider — group by warranty provider for batch renewals.

See Warranties for details on tracking coverage and filing claims.

Cost analysis report

This report combines purchase data, maintenance costs, and depreciation into a total cost of ownership view.

Columns:

Column Description
Purchase cost Original acquisition price
Maintenance spend Total cost of all service entries
Current book value Value after depreciation
Total cost Purchase cost + maintenance spend
Cost per year Total cost divided by years in service

Use this report to identify which asset types cost the most to own and operate, informing future purchasing decisions.

How often is report data updated?

Reports pull live data from your asset records. Every time you generate a report, it reflects the current state of your assets, maintenance schedules, and financial data.

Can I schedule automatic reports?

Scheduled asset-specific report generation is not currently available — generate and export asset reports manually as needed. For automated business intelligence reports, see Weekly reports (Pro and Enterprise plans). For programmatic access to asset data, consider the Enterprise API.

Can I share reports with people outside my organization?

Export the report as a PDF and share the file directly. Report links require authentication and cannot be accessed by external users.

Are deleted assets included in reports?

No. Deleted assets are excluded from all reports. If you need to retain an asset in reports but stop using it, set its status to Retired or Decommissioned instead of deleting it.