New feature allows customisable data export reports from the Asset Management Module
Asset Management Reporting Options
A new module has been added to the CRM Reporting section for “Asset Management”.
This enables Administrators with the right permission to extract Asset Management data table information from the Asset Management module into CSV reports.
To access the Reports Module, go to CRM in the top horizontal menu and select Reports.
The Asset Reporting is separated by Asset Type so that all Asset Details for each Asset Type can also be filtered and extracted.
Alternatively, when in the CRM, simply click on the Reports icon in the CRM menu as shown above.
Note that the Formitize API is also enabled for the Asset Management module enabling even greater data utilisation.
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