Asset Reports

Asset Report provide analytics and summaries for inventory, assignments, and maintenance.

What You’ll Learn

• Generate and customize reports
• Apply filters
• Export report data

Accessing Asset Report

Step 1: Go to Reports → Asset Report

Interface Breakdown

• Report Builder: Select type, filters, layout
• Preview Pane: View report before export

Generating a Report

• Choose:
  • Report Type (Inventory Summary, Assignment History, Maintenance Logs)
  • Filters (Category, Department, Date Range)
• Click Generate Report

Exporting Reports

• Click Export
• Choose format: PDF, Excel, CSV

Mobile Usage

• Reports are viewable on mobile
• Use pinch-to-zoom for charts

Important Notes

• Reports reflect the latest submitted data
• Use for audits, planning, and compliance

Troubleshooting

• Report not generating → Check filters
• Export failed → Try a smaller data range

Asset Maintenance

Asset Maintenances logs and tracks service activities for company assets.

What You’ll Learn

• Schedule and record maintenance
• View maintenance history
• Export maintenance logs

Accessing Asset Maintenance

Step 1: Go to Assets → Maintenance

Interface Breakdown

• Calendar View: Scheduled maintenance
• Task List: Upcoming and completed tasks
• History Tab: Past maintenance logs

Logging Maintenance

• Click Log Maintenance
• Fill in:
  • Asset
  • Maintenance Type (Routine, Repair)
  • Date
  • Technician
  • Notes
• Click Save

Viewing History

• Click asset row → View History
• Filter by date or type

Exporting Logs

• Click Export
• Choose format: CSV or PDF

Mobile Usage

• Access calendar and logs via mobile
• Use touch-friendly forms

Important Notes

• Timely logging ensures warranty and compliance tracking
• Include technician details for audit trail

Troubleshooting

• Logs not saving → Check required fields
• Calendar not syncing → Refresh or check integration

Asset Assignment

Asset Assignments tracks which assets are assigned to employees or departments.

What You’ll Learn

• Assign, reassign, and unassign assets
• View assignment history
• Export assignment records

Accessing Asset Assignment

Step 1: Go to Assets → Assignment

Interface Breakdown

• Assignments Table: Asset ID, name, assignee, date assigned, status
• Action Buttons: Assign, reassign, unassign

Assigning an Asset

• Click Assign Asset
• Select:
  • Asset
  • Employee or Department
  • Assignment Date
  • Expected Return Date (optional)
• Click Confirm

Reassigning or Unassigning

• Click asset row → Reassign or Unassign
• Confirm changes

Search & Filter

• Search by asset or assignee name
• Filter by assignment status

Exporting Assignments

• Click Export
• Choose format and fields

Mobile Usage

• Mobile-friendly assignment forms
• Tap to view or update assignments

Important Notes

• Keep assignments current to avoid misplacement
• Use return dates for tracking

Troubleshooting

• Duplicate assignments → Check asset status
• Missing records → Confirm filters or permissions

Asset Inventory

The Asset Inventory serves as the central repository for all company assets, encompassing hardware, software, furniture, and other related items.

What You’ll Learn

• View and manage asset records
• Add, edit, and delete assets
• Filter and search inventory
• Export asset data

Accessing Asset Inventory

Step 1: Go to Assets → Inventory

Interface Breakdown

• Table View: Columns for asset name, ID, category, status, location
• Action Buttons: Add, edit, delete, export

Adding a New Asset

• Click Add Asset
• Fill in:
  • Asset Name
  • Category (e.g., Laptop, Chair)
  • Serial Number
  • Purchase Date
  • Assigned Department
  • Location
  • Status (Available, Assigned, Maintenance)
• Click Save

Editing or Deleting Assets

• Click asset row → Edit or Delete
• Confirm changes

Search & Filter

• Search by name, ID, category, or location
• Filter by status or department

Exporting Inventory

• Click Export
• Choose format: Excel or CSV
• Select columns to include

Mobile Usage

• Scrollable table view
• Add/edit via mobile-friendly forms

Important Notes

• Keep asset details accurate for compliance
• Use consistent naming conventions

Troubleshooting

• Can’t add/edit → Check permissions or validation errors
• Missing assets → Confirm filters or search terms

Asset Dashboard

CRMLeaf’s Asset Management module helps organizations track, assign, maintain, and report on company-owned assets. This guide covers every feature with detailed walkthroughs and best practices.

User Guide: Asset Dashboard

The Asset Dashboards provides a real-time overview of all assets, including those assigned, available, under maintenance, and more.

What You’ll Learn

• Access the asset dashboards
• Understand dashboard widgets and metrics
• Navigate to the inventory, assignment, and maintenance pages
• Troubleshoot dashboard visibility issues

Accessing the Asset Dashboard

Step 1: Log in to CRMLeaf Step 2: Navigate to Assets → Dashboard

Interface Breakdown

• Summary Cards: Total assets, assigned, available, under maintenance
• Quick Links: Inventory, Assignment, Maintenance
• Status Indicators: Color-coded tags for asset health

Actions

• Click cards to drill into asset lists
• Use quick links for direct navigation

Mobile Usage

• Dashboard is responsive with collapsible cards
• Tap widgets to open detailed views

Important Notes

• Dashboard reflects real-time data
• Refresh the page to update metrics

Troubleshooting

• Dashboard not loading → Check internet or permissions
• Metrics missing → Confirm asset data is entered