1. Accounting
  2. Fixed Assets Management
  3. Asset Reports
  4. Fixed Assets Report Template
  5. Customizing the Fixed Assets Report Template through the User Interface (UI)
  6. Customizing FAM Report Template through the UI

Customizing FAM Report Template through the UI

To customize FAM report template:

  1. Go to Fixed Assets > Reports > Customize Report Template.

  2. Set values for the following fields:

    • Report Type - Select the report template to customize.

    • Set as Preferred Template – Check this box to use the custom template for report generation.

    • Paper Size - Set the default paper size for this report template.

    • Paper Orientation - Set the orientation for the report template.

  3. In the Customize Report sublist, click Add Column to add columns to the report template. Enter the following details in the dialog:

    1. Column Label – Enter the column name as it should appear in the report.

    2. Show – Check this box to display the field in the report.

    3. Source Record – Select the source record for the field that you want to add.

    4. Source Field – Select the field that you want to add.

      You can only select custom fields with the Store Value option enabled on the custom field record. A message appears when saving a custom report with fields that don't use the Store Value option. To check if a custom field can store value, go to Customization > Record Type > Fields subtab.

      Note:

      Fields that the SuiteApp manually sources when generating the report data can still be used even if Store Value is not checked. For example, the Currency field in the FAM Asset and Alternate Depreciation record is excluded from the validation.

    5. Click Save.

      You can add the same source field to the report template multiple times. The new field appears in the Customize Report sublist.

  4. Click View Column Information to see all the columns included in the report template.

  5. Click Preview to see a sample report using your custom template.

    The sample report is saved to your computer as a PDF file. The report includes sample data for each field and column.

  6. Click Save to create your template.

Related Topics

General Notices