Sort and Group Fields in Fixed Asset Reports

Flexible sorting options can greatly improve the presentation of fixed asset data and depreciation totals. Bassets eDepreciation includes a simple but powerful way to select the fields for a sort. The sort can then be saved and activated again whenever needed.

You may want to see the available asset records grouped and totaled by specific information, such as company, department code, general ledger code, etc. Here is a sample two level sort for General Ledger Code and Class Code:

Sort and Group

Please note that to the right of each selected data field is a number starting with one (1). Where one (1) is the first data field selected and is therefore the primary sort in either a single or multi-level sort. The second (2) data field selected is the secondary sort in a multi-level sort and so on. Additionally, there are several options available:

  • The Summary and Detail radio buttons allow the detailed assets to be suppressed to display only summary totals or list each detailed asset record.
  • The Ascending and Descending radio buttons enable the user to select an “A to Z” or a “Z to A” sort.
  • The Group Level will determine how many sub-totals will be generated in a report, up to a maximum of three levels.

For more information on Summary and Detail Reports with totals, look at our previous post: Run Depreciation Reports in Summary or Detail

Questions? Comments? Let us know in the comments section below.

More information about Bassets eDepreciation software can be found at Bassets.net. While there you can register for our live webinar, download a free evaluation copy and get a personalized pricing estimate.

Run Depreciation Reports in Summary or Detail

There are many critical pieces of information for each individual fixed asset record. There are properties of the asset that define the owner, location, etc. Just as important are the associated dollar values for cost, calculated depreciation and net book value.

The asset properties are often used to group the assets for sorting and totaling of the dollar values. So a depreciation report can be generated to see the total cost of all assets purchased by each department for a selected period of time. Sometimes you just need to see the totals while other times you want to display the asset detail behind each total. The image below shows Summary (left side) versus Detail (right side) in a sample report:

summary detail 1

On the left side in the Summary Report, the first 2 rows show the total depreciable basis for each “Entity”. This “Entity” could be any field like company, division, department or other asset property. On the right side in the Detail Report, the totals are displayed along with the asset detail behind each total. In addition the detail rows display service date, depreciation method and recovery periods for each asset.

In this example the detail values are totaled at 2 different levels and then at the end of the report there is a grand total. In Bassets eDepreciation we allow for up to 3 different group level options. Each group will sort and subtotal all of the associated asset records. Sort definitions can then be established and reused each month to generate the necessary reports.

Questions? Comments? Let us know in the comments section below.

More information about Bassets eDepreciation software can be found at Bassets.net. While there you can set up a demonstration, download a free evaluation copy and get a personalized pricing estimate.