Reports

Generating formatted PDF reports from your asset data.

Reports

Reports produce formatted, printable PDF documents — useful for audits, stock takes, handovers, or management summaries. Unlike export, reports are not raw data dumps; they are structured documents with grouping and layout options.

Reports are only available on the web interface. They are not available on the mobile app.

Report Types

ReportDescription
Assets by CodeAll assets sorted by asset code
Assets by CategoryAssets grouped by category
Assets by TypeAssets grouped by type
Assets by LocationAssets grouped by location
Disposed Assets OnlyOnly disposed assets

Configuring a Report

Each report can be customised:

  • Columns — Select and reorder which asset properties appear. Drag and drop to set the order.
  • Page size — A4 or A3
  • Border style — No borders, header line only, light horizontal lines, or all borders
  • Signature block — Optionally include a signature block at the end

Report Templates

Save your column and layout configuration as a named template. Templates are stored per organisation and can be reused by any member with report access.

Generating a Report

  1. Select a report type
  2. Configure columns and layout (or load a saved template)
  3. Click Generate
  4. The report is generated in the background — batapp downloads the PDF automatically when ready

Permissions

Reports require Admin role.