---
title: "Asset Allocation History By User Report"
slug: "apex-report-template-2"
updated: 2026-04-08T05:57:57Z
published: 2026-04-08T05:57:57Z
canonical: "help.symphonysummitai.com/apex-report-template-2"
---

> ## 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.

# Asset Allocation History By User Report

The **Asset Allocation History By User Report** provides a historical view of asset allocations and returns for a specified user over time. It helps track asset ownership changes, monitor movement across locations or projects, and maintain a complete audit trail. This report supports accountability, compliance, and better asset planning within the environment.

#### Report Usage

The **Asset Allocation History By User Report** is used to view assets allocated to users along with precise asset location details, such as the user’s working project and office cubicle. It helps analysts and administrators track and analyze asset allocation over time, including recent allocation changes and potential reasons for those changes..

> [!NOTE]
> Example
> 
> When an employee reports a missing laptop, the IT support team uses the Asset Allocation History by User Report to review the user’s allocation history, verify the assigned Asset ID, serial number, and location details, and confirm whether the asset was issued, transferred, or returned, enabling faster investigation and accurate resolution of the incident.

**Steps**

To view the **Asset Allocation History By User Report**, perform the following steps:

1. Navigate to **Reports > Asset Management** to open the dashboards page. Search for **Asset Allocation History By User Report** from the Dashboard list.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-LCF3T5MQ.png)

Figure: Dashboard
2. Select **Asset Allocation History By User Report** to open a structured, tabular view displaying all virtual and physical asset attributes. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-AQWGOQEH.png) Figure: **Asset Allocation History By User Report**
3. The following table outlines key fields in the report along with concise descriptions of their purpose and usage.

| Field | Description |
| --- | --- |
| Asset ID | Unique system-generated identifier assigned to each asset for tracking and reference. |
| Asset Code | Reference code assigned to the asset for easy identification within the application. |
| Serial Number | Manufacturer-provided serial number used to uniquely identify the physical asset. |
| Host Name | Name of the system or device associated with the asset in the network. |
| Category | Classification of the asset based on its type (for example, Laptop, Desktop, or Printer). |
| Store Location | Physical or logical location where the asset is stored, managed, or assigned from. |
| Allocation Date | Date on which the asset was allocated to a user or entity. |
| Allocation To | Name of the user or entity to whom the asset is assigned. |
| Allocation Type | Specifies how the asset is allocated (for example, Permanent or Temporary). |
| Return Date | Date on which the asset was returned to the store or inventory. |
| Return Remarks | Comments or notes recorded at the time of asset return, such as condition or issues. |

#### Filters

Use filter icon ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-43YGMYHA.png?sv=2022-11-02&spr=https&st=2026-03-23T06%3A24%3A13Z&se=2026-03-23T06%3A35%3A13Z&sr=c&sp=r&sig=iQAVE4qwGfkzF%2BiHnL8NAMCFVg4rjG4Uw2Yw65Pe%2BqY%3D) to refine the report results based on selected criteria and display only relevant records. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-DBQGUTNL.png)

Figure: Filters

Enter the details as described in the following table and click **Apply filters** to view the report or **Clear all** to reset the filters.

| Field | Description |
| --- | --- |
| Tenant | Specifies the Tenant to filter the report data, allowing users to view software license information for a specific Tenant. |
| User Name | Select or search for a user name to view asset allocation history specific to that user. |

####