Customizing the Fixed Assets Report Template through the User Interface

Starting with Fixed Assets Management v19.1, you can 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:

• Asset Register Report

• Depreciation Monthly Report

• Depreciation Schedule NBV Report

• Depreciation Schedule PD Report

• Asset Listing Report

Custom columns added to the report template are also included in these CSV reports:

• Depreciation Monthly Report

• Depreciation Schedule NBV Report

• Depreciation Schedule PD Report

Note:

Custom columns won't appear on reports generated before the FAM 2024.1 upgrade.

After upgrading to FAM 2024.1, resave your custom report templates. The update applies to your custom report template, even without modifications.

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 to customize.

   • Set as Preferred Template – Check this box to use the custom template for report generation.

   • 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 details in the dialog:

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

   2. Show – Check this box to display the field in the 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 with the Store Value option enabled on the custom field record. A message appears when saving a custom report with fields that don't 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 Store Value is not checked. For example, the Currency field in the FAM Asset and Alternate Depreciation record is excluded from the validation.

   5. Click Save.

      You can add the same source field to the report template multiple times. The new field appears in the Customize Report sublist.

4. Click View Column Information to see all the columns included in the report template.

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

   The sample report is saved to your computer as a PDF file. The report includes sample data for each field and column.

6. Click Save to create your template.

Reverting to the Standard FAM Report Template

To stop using the custom template for FAM reports, switch to the standard FAM report template. Reverting to the standard template removes all customizations that you applied.

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 to revert to the standard template.

3. In 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 apply the changes.

General Notices