Reports

The Reports page helps you generate, track, and download detailed summaries of your assets. Use it to monitor performance, spot issues, and share insights with your team or clients.

All Assets

Shows your full portfolio at a glance:

  • Total Assets: Total number of assets added

  • Expired Assets: Assets that need your immediate attention

  • Expiring This Month: Assets that will expire in the next 30 days

  • Total Value: Combined value of your portfolio

Asset Summary Report

A complete overview of all assets and their current status:

  • Total Assets

  • Active

  • Expired

  • ✅ Download CSV to share or store offline

Expiration Report

Track assets nearing expiry to stay proactive:

  • Next 30 / 60 / 90 days → Know exactly which assets need action

  • ✅ Download CSV to plan ahead

Value Assessment

Analyze your portfolio’s financials:

  • Total Value

  • Expired Value

  • Active Value

  • ✅ Download CSV for reporting or audits

Report Details

Break down reports by asset type, category, or custom fields for a deeper view.

💡 Pro Tip: Run reports weekly or monthly to stay on top of expiring assets, monitor value, and make informed decisions. Reports = insight + peace of mind.

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