R365's Fixed Asset Activity - Place In Service report helps users track the activation of fixed assets within a business. This report provides detailed information about assets that have been placed into service, ensuring accurate financial records and effective asset management. This report supports users in strategic planning for asset deployment and replacement. 




Navigation

  1. In the Reports section of the left navigation pane, select My Reports.
    The My Reports screen appears.
  2. At the top of the My Reports screen, select Financial.
    The screen generates a list of reports in alphabetical order.
  3. Locate the Fixed Asset Activity - Place In Service report.
  4. Select Customize to adjust the report parameters and run the report.



Report Parameters




FieldDescription
1Legal EntityFilters the report to show data for the selected legal entity.
2LocationFilters the report to show data for one or more selected locations.
3ClassFilters the report to show data for one or more selected fixed asset classes.
4AssetFilters the report to show data for one or more selected fixed assets.
5YearYear for which to run the report.
6CategoryFilters the report to show data for one or more selected fixed asset categories.
7Sort ByDetermines whether the report is sorted by Location or Asset Number.
8Show PeriodsIf set to Yes, data in the report is broken down by quarter and by periods in each quarter.
If set to No, the report shows data by quarter.
9
Assets Without ActivityIf set to Yes, the report shows all assets, including assets with no activities posted in the specified year.
If set to No, the report only shows assets with activities posted in the specified year.
10
View optionsProvides the user with options to select, save, edit, or delete a report view.
For more information about these controls, see My Reports: Using My Reports.
11
RunGenerates the report.
The green arrow button opens a drop-down from which users can Export, Email, or Print the report.



Report Columns

ColumnDescription
Location NumberNumber used to identify the location responsible for the asset.
Location NameName of the location responsible for the asset.
Asset IDNumber used to identify the asset.
Asset NameCommon name of the asset.
Placed In Service DateDate when the asset went into active use.
Convention

Indicates the depreciation convention applied to the asset, which determines how depreciation is calculated in the first and last months of an asset's life.

StatusCurrent status of the asset. For more information, see Asset Record.
Acct NumNumber used to identify the main account associated with the asset.
Acct NameName of the main account for the asset.
TimelineShows how the asset's value has changed over the course of the year, by quarter or by period.
YTD
Total amount by which the asset's value has changed from the beginning of the year. 
LTDTotal amount by which the asset's value has changed from the date when the Asset record was originally created in R365.
Grand TotalThis row displays combined totals for all assets shown in the report.



Email, Export, or Print the Report



This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.