---
title: "Allocated Asset Summary Report"
slug: "allocated-asset-summary-report"
updated: 2026-02-26T06:45:44Z
published: 2026-02-26T06:45:44Z
canonical: "help.symphonysummitai.com/allocated-asset-summary-report"
---

> ## 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 Summary Report

The **Allocated Asset Summary Report** provides a consolidated overview of assets across the organization by summarizing assets that are **Allocated**, **In‑Store**, **In‑Repair**, and **De‑active**. Users can refine the report by selecting an **Asset Category**, allowing them to focus on specific asset types such as Laptops, Desktops, Printers, Servers, Network Devices, and more.

When a category filter is applied, the system displays **only the assets belonging to the selected category**, showing the distribution across all lifecycle states using both graphical and tabular formats. This helps users quickly analyze the volume, location, and status of assets of that category within the selected Tenant and Location.

## **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 distributions.
- Access detailed lists of **Allocated**, **In‑Store**, **In‑Repair**, or **De‑active** assets.

## **Example**

The IT Asset Manager needs to ensure that all laptops required for an upcoming store launch are available and in working condition. By applying the **Laptop** category filter and selecting the specific **Tenant** and **Location**, the manager uses the **Allocated Asset Summary Report** to instantly view how many laptops are **Allocated**, **In‑Store**, **In‑Repair**, or **De‑active**.

## **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) Figure: Dashboards
2. Click **Asset Summary and Location Dashboard** to view **Allocated Asset Summary Report**.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/summary report.png) Figure: Allocated Asset Summary Report

You are enabled to search the required asset using the Search text box.

The following table describes the column displayed on the **Allocated Asset Summary Report**.

| **Column Name** | **Description** |
| --- | --- |
| Asset ID | Unique identifier assigned to each asset in the system. |
| **Asset_Code** | Internal or organizational asset code/tag used for tracking. |
| **Sitem / Site Name** | The location/site where the asset belongs (example: store, office). |
| **Location** | Geographic or organizational location of the asset. |
| **Asset_Status** | Current status of the asset (example: Allocated). |
| **Sub_Status_Name** | Additional or secondary status details (e.g., N/A if not applicable). |
| **Machine_Issu_Name** | Name of the machine or device model issued (example: Lenovo, etc.). |
| **Machine_Serial_Number** | Serial number of the machine/device. |
| **Asset_Category** | Category/type of asset (example: Laptop, Barcode Printer). |
| **User_Name** | Name of the user the asset is allocated to. |
| **Employee_ID** | Employee identification number of the asset holder. |
| **User_Email_ID** | Email ID of the user (if provided). |
| **Allocate_To** | Specifies who the asset is allocated to (example: Single User, Location). |
| **Acceptance_Status** | Indicates whether the user has accepted the asset (example: Pending for Acceptance, Accepted). |
| **User_Comment** | Additional remarks provided by the user regarding the asset. |
| **Allocated_Date** | Date when the asset was allocated. |
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) 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/tab1.png) 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/share1.png) 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/dwnlod.png) 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) Figure: Filters