Adding a Placeholder for New Fields in the Asset Report
The report line custom record links the asset record to the report. An entry in the custom record represents a line item in the asset report. When you add a field to this custom record, you are creating a placeholder for the asset value that you want to add to the report.
To add a field to the report line custom record:
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Go to Customization > List, Records, & Fields > Record Types.
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Click the corresponding report line record for the report template you want to customize.
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FAM Asset Register Rep Line – for Asset Register and Asset Listing report
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FAM Depreciation Schedule Report Line – for Asset Depreciation Schedule report
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FAM Depreciation Monthly Report Line – for Depreciation Monthly report
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On the Custom Report Type page, click New Field on the Fields subtab.
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On the FAM Asset Register Rep Line Field or the FAM Depreciation Schedule Report Line Field page, provide values for the following fields:
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Label – Enter the label of the new field that will appear on the report
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ID – Enter a unique ID for the field. The ID will be used to add the field to the report template.
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Type – Select a field type that is similar to the asset field you want to add. See the following table for sample values:
Asset Field
Type
List/Record
Asset Description
Free-Form Text
Accounting Method
List/Record
FAM Depreciation Method
Lifetime Usage
Integer Number
Depreciation End Date
Date
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List/Record – If the Type selected is List/Record, select the corresponding list or record for the asset field that you want to add.
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Store Value – Check this box.
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Show in List – Check this box.
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On the Sourcing & Filtering subtab, provide values for the following fields:
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Source List – Select Source Asset.
Important:To ensure that the field you are adding gets its value from the asset record, the Source List must always be set to Source Asset.
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Source From – Select the asset field to use as a value source for the new field.
For example, select Asset Status if you want the new field to display the status of the asset on the report.
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Click Save.
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Repeat steps 3 to 6 to add more fields to the report line custom record.