Report on Assets which has changed the Location.

[MFO1911]

Hello togehter,

For our asset management, we need to produce a monthly scheduled report of all assets that have changed location.

The scheduled report should be an excel file listing all assets that are changed from a specific location to another specific Location and vice versa.

For Example: Asset A - with Location- A changes from Location A to Location B for Last Month

Is there an easy possibility for a simple report? If yes, please can someone explain in detail how to configure this report step-by-step? Do I have you to use Performance Analytics reports? I did not found a OOTB report or indicator.

Best Regards

MFO

[Tai Vu · Accepted solution]

Hi @MFO1911 

You can define a Metric Definition to track the changes on the Location field. Once the Location changes, it will generate a new record into Metric Instance [metric_instance]. Then you can do reporting on this table.

Sample below

You can also leverage the Audit [sys_audit] table, if your instance has enabled audit for the Location field in alm_asset.

Try not to use sys_history_line and sys_history_set. Refer to this KB #KB0744473

Let me know if it works for you.

Cheers,

Tai Vu

[Jaspal Singh]

Hi,

Details are stored in history table but should not be used for reporting. Suggestion, will be to create a new field as Old Location and configure a BR to populate it as soon as the Location is changed to capture the old value.

Once done you can report on the fields directly.

[Amarjeet Pal]

Hello @MFO1911 ,

In the Filters section, add two filters: one for the previous location and another for the new location.

To filter for changes made in a specific time period, add a filter for the "sys_updated_on" field and set it to show records updated within your desired timeframe.

Thanks

Amarjeet Pal

[Jaspal Singh]

Thanks. How will it help to report on?

[MFO1911]

Hi @Jaspal Singh,

Thanks for the quick reply. We do not want to use the history tables for the reporting.

We also want to avoid creating a new custom field in this table. Do you know another possibility maybe with Performance Analytics feature to create a daily snapshot of the location and check if the value has changed this month? 

Best Regards

MFO