1. Accounting
  2. Fixed Assets Management
  3. Asset Reports
  4. Customizing the Fixed Assets Report Template
  5. Customizing the Fixed Assets Report Template through the User Interface

Customizing the Fixed Assets Report Template through the User Interface

Starting with Fixed Assets Management v19.1, you can now customize the FAM report template through the user interface. You can add fields from the asset and alternate depreciation record to the following report templates:

Custom columns added to the report template are also reflected in the following reports in CSV format:

Note:

Custom columns will not be visible on reports generated before upgrading to FAM 2024.1

After upgrading to FAM 2024.1, you must resave your custom report templates. The update will take effect on your custom report template even if you do not modify it.

To customize the report template:

  1. Go to Fixed Assets > Reports > Customize Report Template.

  2. Set values for the following fields:

    • Report Type - Select the report template that you want to customize.

    • Set as Preferred Template – Check this box if you want the system to use the custom template to generate the report.

    • Paper Size - Set the default paper size for this report template.

    • Paper Orientation - Set the orientation for the report template.

  3. In the Customize Report sublist, click Add Column to add columns to the report template. Enter the following information in the dialog that pops up:

    1. Column Label – Enter the name of the column as it should appear in the report.

    2. Show – Check this box to display the field in the generated report.

    3. Source Record – Select the source record for the field that you want to add.

    4. Source Field – Select the field that you want to add.

      You can only select custom fields that have the Store Value option enabled on the custom field record. An alert message appears when you save a custom report that includes fields that do not use the Store Value option. To check if a custom field can store value, go to Customization > Record Type > Fields subtab.

      Note:

      Fields that the SuiteApp manually sources when generating the report data can still be used even if the Store Value box is not checked. For example, the Currency field in the FAM Asset and Alternate Depreciation record is excluded in the validation.

    5. Click Save.

      The same source field may be added to the report template multiple times. The new field appears in the Customize Report sublist.

  4. Click the View Column Information sublist to view all the columns that are included in the report template.

  5. Click Preview to see a sample report using your custom template.

    The sample report will be downloaded to your computer as a PDF file. The report contains sample data for each field or column.

  6. Click Save to create your template.

Reverting to the Standard FAM Report Template

When you no longer want to use the custom template for FAM reports, you can opt to use the standard FAM report template. Reverting to the standard template will remove all the customizations you applied to the report template.

To revert to the standard report template:

  1. Go to Fixed Assets > Reports > Customize Report Template.

  2. On the Customize FAM Report Template page, select the report type that you want to change back to the standard template.

  3. Under the Customize Report Columns sublist, click Revert to Standard Template.

    The system shows a preview of the standard report template. At this point, the changes are not yet applied.

  4. Click Save to make your changes permanent.

General Notices