---
title: "Allocated Asset Distribution by Category Report"
slug: "allocated-asset-report-1"
updated: 2026-02-26T06:39:18Z
published: 2026-02-26T06:39:18Z
canonical: "help.symphonysummitai.com/allocated-asset-report-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Allocated Asset Distribution by Category Report

The **Allocated Assets Report** allows users to refine the displayed data by selecting a specific **Asset Category**. Filtering by Category provides a focused view of all assets belonging to the chosen category (such as Laptops, Desktops, Printers, Servers, Network Devices, etc.) across the selected Tenant and Location.

When a category filter is applied, the system displays only the allocated, in‑store, in‑repair, and de-active assets that fall under the selected category, both in **graphical** and **tabular** formats. This enables quick analysis of category-specific asset distribution and lifecycle status.

## **Usage**

- View consolidated asset distribution across the enterprise.
- Analyze asset states to support audits and lifecycle planning.
- Drill into category-wise or customer-wise asset breakdowns.
- Access detailed lists of Allocated, In‑Store, In‑Repair, or De-active assets.

## Example

An Analyst from the IT Asset Management team needs to review all **Laptop** assets across the **India – Bangalore** location to verify current allocations and identify devices under repair. Instead of navigating through all asset types, the Analyst uses the **Category filter** in the Allocated Assets Report to display only Laptop-related data.

## **View Report**

To view the report, perform the following steps:

1. Navigate to **Reports** > **Asset Management** > **Asset Summary and Location Dashboard**. The **Dashboards** page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/dashboard(3).png?sv=2026-02-06&spr=https&st=2026-11-08T21%3A28%3A41Z&se=2026-11-08T22%3A28%3A41Z&sr=c&sp=r&sig=5Qi71vXIehHjdMlZWSzd7I%2F2iTou3TvmTjcpJrWyF0c%3D) Figure: Dashboards
2. Click **Asset Summary and Location Dashboard** to view **Allocated Asset Distribution by Category Report**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/allocated asset category.png?sv=2026-02-06&spr=https&st=2026-11-08T21%3A28%3A41Z&se=2026-11-08T22%3A28%3A41Z&sr=c&sp=r&sig=5Qi71vXIehHjdMlZWSzd7I%2F2iTou3TvmTjcpJrWyF0c%3D) Figure: Allocated Asset Distribution by Category Report
3. You can perform the following actions on the Report using the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-DXW35U32.png?sv=2026-02-06&spr=https&st=2026-11-08T21%3A28%3A41Z&se=2026-11-08T22%3A28%3A41Z&sr=c&sp=r&sig=5Qi71vXIehHjdMlZWSzd7I%2F2iTou3TvmTjcpJrWyF0c%3D) vertical ellipsis.

| Menu Option | Action |
| --- | --- |
| Force refresh | Ensures that **the most up-to-date values** are displayed. |
| Enter fullscreen | Displays the Report in full screen for better visibility and presentation. |
| View query | To view the actual query which is used to run the report. |
| View as table | Switches the visual view to a data grid or tabular view. Search the Data using Search text box on the top. Edit the chart using **Edit Chart** option at the bottom right of the page. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/allocated aset by category.png?sv=2026-02-06&spr=https&st=2026-11-08T21%3A28%3A41Z&se=2026-11-08T22%3A28%3A41Z&sr=c&sp=r&sig=5Qi71vXIehHjdMlZWSzd7I%2F2iTou3TvmTjcpJrWyF0c%3D) Figure: Chart Data |
| Share | Share the report by email or copy the permalink to clipboard. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/share3.png?sv=2026-02-06&spr=https&st=2026-11-08T21%3A28%3A41Z&se=2026-11-08T22%3A28%3A41Z&sr=c&sp=r&sig=5Qi71vXIehHjdMlZWSzd7I%2F2iTou3TvmTjcpJrWyF0c%3D) Figure: Share |
| Download | Download the report as an image or export to .CSV or Excel. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/dwn.png?sv=2026-02-06&spr=https&st=2026-11-08T21%3A28%3A41Z&se=2026-11-08T22%3A28%3A41Z&sr=c&sp=r&sig=5Qi71vXIehHjdMlZWSzd7I%2F2iTou3TvmTjcpJrWyF0c%3D) Figure: Download |

### Filters

Use the filters such as Software Name, Software Vendor, Asset ID, Machine Host Name, or Asset_Category in order to display the filtered data on the Report as per your requirement.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/fil1(1).png?sv=2026-02-06&spr=https&st=2026-11-08T21%3A28%3A41Z&se=2026-11-08T22%3A28%3A41Z&sr=c&sp=r&sig=5Qi71vXIehHjdMlZWSzd7I%2F2iTou3TvmTjcpJrWyF0c%3D) Figure: Filters