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10-19-2023 02:28 AM
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
Solved! Go to Solution.
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10-19-2023 03:00 AM
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
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10-19-2023 04:59 AM
Hi @MFO1911
Seems I missed this one. 😜
The metric instance generation is handled by this business rule.
Name: metrics events
URL: https://<instance_name>/sys_script.do?sys_id=35f9861dc0a808ae00ecf631cc51888c
Just clone the Business rule and change the table to Asset [alm_asset]. The event will be fired to generate metric instance.
Cheers,
Tai Vu
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10-19-2023 03:00 AM
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
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10-19-2023 04:17 AM
Hi @Tai Vu,
Thanks for the quick reply. I have created a metric definition for the table "alm_asset" on the location field.
Then I changed the location of some sample assets. However, no metric is being created that we can use for reports. Does this take a while to create, or should the metric be created immediately after the change?
The Audit (sys_audit) for the Table alm_asset - collection is active -true. But the Old / New Value is only the sys_id of the location...so this cant be used for the report. The sys_history_line table has the correct location but should not used like explained in the Knowledge Base article.
Maybe a Performance Analytics Report with a Daily Data Collection Job can help?
Best Regards
MFO
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10-19-2023 04:59 AM
Hi @MFO1911
Seems I missed this one. 😜
The metric instance generation is handled by this business rule.
Name: metrics events
URL: https://<instance_name>/sys_script.do?sys_id=35f9861dc0a808ae00ecf631cc51888c
Just clone the Business rule and change the table to Asset [alm_asset]. The event will be fired to generate metric instance.
Cheers,
Tai Vu
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10-19-2023 06:55 AM
Hi @Tai Vu,
Thank you for your quick reply. I have created the business rule as you described, and it is now working fine.
Many thank and Best Regards.
MFO
Many thanks and Best Regards
MFO