Historical Valuation Report

Overview

This report shows the Assets Historical Valuation (specific point in time) grouped by Asset Classes, Asset Groups within an Institution. The report shows the following Amounts: Original Value, Value Change, Depreciation, Disposal, and Book Value

 

Navigation

Assets ► Asset Reports ► Valuation Reports ► Historical Valuation Report

 

Historical Valuation Report screen fields and Tab

Field

Description

Report Type

Type of the Report. i.e. Summary or Detailed 

Asset Class

The Asset Class that may be selected as filter criteria for the report

Effective date from

The Effective Date that may be selected as filter criteria for the report.

Effective date to

The Effective Date that may be selected as filter criteria for the report.

Fiscal Year

The Fiscal Year that may be selected as filter criteria for the report

Fiscal Period

The Fiscal Period that may be selected as filter criteria for the report.

Group by

Used to group the report by Asset Class

Group by Institution type

The Group By Institution Type that may be selected as filter criteria for the report.

Group individual Institutions

The Group Individual Institutions that may be selected as filter criteria for the report.

Institution

The institution responsible for filing the report

Sort by

Order of which the items are sorted by

Asset Item physical condition

Users need to select available asset item physical condition to generate the report.