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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 02:34 AM
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.
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10-19-2023 02:40 AM
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

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10-19-2023 02:55 AM
Thanks. How will it help to report on?
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10-19-2023 04:25 AM
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