Let’s walk through this report!
The Asset Added By Date Report provides visibility of assets added to Service Geeni within a selected period, including financial, depreciation, and classification details.
This report helps users to:
Track newly added assets by branch and asset type.
Review asset values, depreciation settings, and residual values.
Support financial reconciliation and audit preparation.
Monitor asset acquisition trends over time.
The report supports accurate fixed asset tracking and financial governance within Service Geeni.
Getting There
To access the Asset Added By Date Report in Service Geeni, follow these steps:
Open the Business Intelligence module.
Click on the Reports sub-module.
In the Reports window, navigate to the Finance category.
Select the Asset Added By Date report module.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which assets are displayed.
Branch: Filters the report by branch. Only assets assigned to the selected branch or branches are displayed.
Asset Type: Filters the report by asset type. This allows you to focus on specific categories of assets.
Period: Filters the report by the date the asset was added. Only assets within the selected range are displayed.
Column Breakdown and Key Fields
Each row in the report represents an asset added to the system within the selected period.
Column Name | Description |
Branch | The branch where the asset is assigned. |
Equipment ID | Equipment ID for equipment-based assets. |
Tool ID | Tool ID for tool-based assets. |
Asset Description | Description for non-equipment assets. |
Asset No. | Unique asset number. |
Asset Type | Asset type. |
Description (Asset Type) | Asset type description. |
Residual Value | Residual value of the asset. |
Depreciation Type | Depreciation method applied. |
Depreciation Period (Months) | Depreciation period in months. |
Residual % | Residual percentage. |
Monthly Depreciation Type | Method used for monthly depreciation. |
Monthly Depreciation % | Monthly depreciation percentage. |
Original Cost of Asset | Original cost value. |
Date Asset Added | Date the asset was added. |
Start Depreciation From | Date depreciation started. |
Depreciation Charged Prior To System | Depreciation recorded before system entry. |
Current Net Book Value | Current net book value. |
Insight: Reviewing original cost and current net book value together helps confirm that depreciation has been applied accurately since the asset was added.
The Asset Added By Date Report is an essential tool for monitoring asset acquisition and ensuring accurate depreciation setup within Service Geeni.