Save & Load A Report Format

If you want to replicate any report in the future, you will need to save the report as a template. 

To Save A Report Format

  1. Click the Save Report Format button on the Asset Report Criteria window.
  2. The Report Format window appears.
  3. Enter a name for the report.
  4. Click the green tick to save the format.
  5. You will be returned to the Asset Report Criteria window. Click the black cross to return to the Asset Register window.

Load A Saved Report Format

  1. Click to open the Load Report Format.
  2. On the Report Format window, select the saved report you wish to use.
  3. Click the green tick to preview the saved report format.
  4. Click the green tick on the Asset Report Criteria window to preview the report.
  5. Print the report or email it or export it to excel as required.
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