Reporting

Complete guide to fixed asset reports, saved searches, and analytics in NetSuite.

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Overview

FAM REPORT CATEGORIES
═══════════════════════════════════════════════════════════════════

┌─────────────────────────────────────────────────────────────────┐
│                    FIXED ASSET REPORTS                          │
├────────────────┬────────────────┬────────────────┬──────────────┤
│   REGISTER     │ DEPRECIATION   │   ANALYSIS     │   HISTORY    │
├────────────────┼────────────────┼────────────────┼──────────────┤
│ Asset List     │ Depr Schedule  │ NBV Analysis   │ Disposed     │
│ By Location    │ Monthly Depr   │ By Category    │ Transfers    │
│ By Category    │ Year-to-Date   │ Insurance      │ Changes      │
│ By Subsidiary  │ Projections    │ Utilization    │ Audit Trail  │
└────────────────┴────────────────┴────────────────┴──────────────┘

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Standard Reports

Asset Register

The primary report listing all fixed assets.

FIXED ASSET REGISTER
───────────────────────────────────────────────────────────

Navigation: Reports > Fixed Assets > Fixed Asset Register

Sample Output:
┌─────────────────────────────────────────────────────────────────┐
│ Asset        │ Type      │ Acq Date  │ Cost     │ NBV          │
├──────────────┼───────────┼───────────┼──────────┼──────────────┤
│ Forklift-001 │ Vehicles  │ 01/15/24  │ $30,000  │ $18,000      │
│ Server-001   │ Computers │ 06/01/24  │ $15,000  │ $10,000      │
│ CNC-001      │ Equipment │ 03/20/23  │ $85,000  │ $60,000      │
│ Building-HQ  │ Buildings │ 01/01/20  │$500,000  │ $425,000     │
├──────────────┼───────────┼───────────┼──────────┼──────────────┤
│ TOTAL        │           │           │ $630,000 │ $513,000     │
└─────────────────────────────────────────────────────────────────┘

Filters:
- Subsidiary
- Location  
- Department
- Asset Type
- Status (Active, Disposed, etc.)
- Date Range

Depreciation Schedule

DEPRECIATION SCHEDULE REPORT
───────────────────────────────────────────────────────────

Navigation: Reports > Fixed Assets > Depreciation Schedule

Sample Output:
┌─────────────────────────────────────────────────────────────────┐
│ Asset: CNC Machine-001                                          │
│ Method: Straight Line | Life: 10 Years | Monthly Depr: $708     │
├─────────────────────────────────────────────────────────────────┤
│ Period    │ Depreciation │ Accum Depr │ NBV                     │
├───────────┼──────────────┼────────────┼─────────────────────────┤
│ Jan 2026  │ $708         │ $25,500    │ $59,500                 │
│ Feb 2026  │ $708         │ $26,208    │ $58,792                 │
│ Mar 2026  │ $708         │ $26,916    │ $58,084                 │
│ Apr 2026  │ $708         │ $27,624    │ $57,376                 │
│ ...       │ ...          │ ...        │ ...                     │
│ Dec 2032  │ $708         │ $85,000    │ $0                      │
└─────────────────────────────────────────────────────────────────┘

Depreciation Summary

MONTHLY DEPRECIATION SUMMARY
───────────────────────────────────────────────────────────

Period: February 2026

┌─────────────────────────────────────────────────────────────────┐
│ Asset Type        │ # Assets │ Monthly Depr │ YTD Depr          │
├───────────────────┼──────────┼──────────────┼───────────────────┤
│ Buildings         │ 2        │ $2,083       │ $4,166            │
│ Equipment         │ 15       │ $4,500       │ $9,000            │
│ Vehicles          │ 8        │ $2,800       │ $5,600            │
│ Furniture         │ 25       │ $1,200       │ $2,400            │
│ Computers         │ 50       │ $3,500       │ $7,000            │
├───────────────────┼──────────┼──────────────┼───────────────────┤
│ TOTAL             │ 100      │ $14,083      │ $28,166           │
└─────────────────────────────────────────────────────────────────┘

NBV Analysis

NET BOOK VALUE ANALYSIS
───────────────────────────────────────────────────────────

As of: February 28, 2026

BY ASSET TYPE:
┌─────────────────────────────────────────────────────────────────┐
│ Asset Type        │ Cost        │ Accum Depr  │ NBV     │ %    │
├───────────────────┼─────────────┼─────────────┼─────────┼──────┤
│ Buildings         │ $500,000    │ $75,000     │$425,000 │ 69%  │
│ Equipment         │ $250,000    │ $125,000    │$125,000 │ 20%  │
│ Vehicles          │ $150,000    │ $95,000     │ $55,000 │ 9%   │
│ Computers         │ $75,000     │ $62,000     │ $13,000 │ 2%   │
├───────────────────┼─────────────┼─────────────┼─────────┼──────┤
│ TOTAL             │ $975,000    │ $357,000    │$618,000 │100%  │
└─────────────────────────────────────────────────────────────────┘

Disposal Report

ASSET DISPOSAL REPORT
───────────────────────────────────────────────────────────

Period: Q1 2026

┌─────────────────────────────────────────────────────────────────┐
│ Asset       │ Disposed  │ Type   │ Proceeds │ NBV    │ Gain/Loss│
├─────────────┼───────────┼────────┼──────────┼────────┼──────────┤
│ Truck-003   │ 01/15/26  │ Sale   │ $12,000  │$10,000 │ $2,000 G │
│ Server-005  │ 02/01/26  │ W/O    │ $0       │ $2,500 │($2,500)L │
│ Printer-012 │ 02/28/26  │ Retire │ $0       │ $0     │ $0       │
├─────────────┼───────────┼────────┼──────────┼────────┼──────────┤
│ TOTAL       │           │        │ $12,000  │$12,500 │ ($500)   │
└─────────────────────────────────────────────────────────────────┘

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Saved Searches

Common Asset Searches

Active Assets by Location

// Saved Search: Active Assets by Location

Type: Fixed Asset

Criteria:
- Status = Active

Results:
- Asset Name
- Asset Type
- Location
- Department
- Original Cost
- Net Book Value

Summary:
- Group by Location
- Sum Original Cost
- Sum Net Book Value

Fully Depreciated Assets

// Saved Search: Fully Depreciated (Still Active)

Type: Fixed Asset

Criteria:
- Status = Active
- Net Book Value = 0
  OR
- Net Book Value = Residual Value

Results:
- Asset Name
- Asset Type
- Original Cost
- In-Service Date
- Last Depreciation Date

Use: Identify assets to retire

Assets Expiring Soon

// Saved Search: Assets Near End of Life

Type: Fixed Asset

Criteria:
- Status = Active
- Remaining Life <= 12 months

Results:
- Asset Name
- Asset Type
- End Date
- Net Book Value
- Location

Use: Plan for replacements

High-Value Assets

// Saved Search: High-Value Assets (>$50,000)

Type: Fixed Asset

Criteria:
- Status = Active
- Original Cost >= 50,000

Results:
- Asset Name
- Asset Type
- Original Cost
- Net Book Value
- Location
- Insurance Policy

Use: Insurance review, audit focus

Depreciation Searches

Monthly Depreciation Detail

// Saved Search: Monthly Depreciation by Asset

Type: Fixed Asset Depreciation History

Criteria:
- Period = Current Period

Results:
- Asset Name
- Asset Type
- Depreciation Method
- Depreciation Amount
- Accumulated Depreciation

Summary:
- Group by Asset Type
- Sum Depreciation Amount

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Custom Reports

Building Custom Asset Reports

CUSTOM REPORT SETUP
───────────────────────────────────────────────────────────

Navigation: Reports > New Custom Report > Fixed Asset

1. Select Fields:
   ☑ Asset Name
   ☑ Asset Type
   ☑ Subsidiary
   ☑ Location
   ☑ Department
   ☑ Original Cost
   ☑ Accumulated Depreciation
   ☑ Net Book Value
   ☑ Acquisition Date
   ☑ Status

2. Add Filters:
   - Subsidiary = [Dropdown]
   - Asset Type = [Dropdown]
   - Status = Active

3. Add Sorting:
   - Primary: Asset Type
   - Secondary: Location

4. Add Grouping:
   - Group by Asset Type
   - Subtotal Cost, NBV

5. Save and Schedule

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Workbooks & Analytics

Asset Analytics Dashboard

FAM ANALYTICS WORKBOOK
───────────────────────────────────────────────────────────

Dataset: Fixed Assets with Depreciation

Visualizations:

1. NBV BY ASSET TYPE (Pie Chart)
   ┌─────────────────────────────┐
   │        Buildings 69%       │
   │     ╭──────────────╮       │
   │    ╱              ╲        │
   │   │   Equipment    │       │
   │   │     20%        │       │
   │    ╲              ╱        │
   │     ╰──────────────╯       │
   │   Vehicles 9% Computers 2% │
   └─────────────────────────────┘

2. MONTHLY DEPRECIATION TREND (Line Chart)
   $15K ┤                    ╭─────
   $14K ┤               ╭────╯
   $13K ┤          ╭────╯
   $12K ┤     ╭────╯
   $11K ┼─────╯
        └──────────────────────────
         Jan  Feb  Mar  Apr  May

3. ASSETS BY AGE (Bar Chart)
   0-1 yr  ████████████ 30
   1-3 yr  ████████████████ 40
   3-5 yr  ████████ 20
   5+ yr   ████ 10

Key Performance Indicators

KPI	Formula	Benchmark
Asset Utilization	Revenue ÷ Total Assets	Industry-specific
Depreciation Rate	Annual Depr ÷ Asset Cost	~10-15%
Average Asset Age	Σ(Age × Cost) ÷ Total Cost	< 50% of life
NBV Ratio	NBV ÷ Original Cost	> 40%
Replacement Rate	Acquisitions ÷ Disposals	~1.0-1.2

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Audit Reports

Audit Trail Report

ASSET CHANGE AUDIT TRAIL
───────────────────────────────────────────────────────────

Asset: Server-001

Date        User        Action          Old Value    New Value
─────────   ─────────   ─────────────   ──────────   ──────────
01/15/26    JSmith      Created         -            -
01/20/26    MJones      Location Chg    HQ           Branch
02/01/26    System      Depreciation    $0           $250
02/15/26    JSmith      Dept Change     IT           Finance
03/01/26    System      Depreciation    $250         $500

Reconciliation Report

GL RECONCILIATION REPORT
───────────────────────────────────────────────────────────

As of: February 28, 2026

COMPARISON:
┌─────────────────────────────────────────────────────────────────┐
│ Account              │ GL Balance  │ FAM Balance │ Difference   │
├──────────────────────┼─────────────┼─────────────┼──────────────┤
│ 1510 Equipment       │ $250,000    │ $250,000    │ $0     ✓     │
│ 1610 Accum Depr-Eqp  │ $125,000    │ $125,000    │ $0     ✓     │
│ 1520 Vehicles        │ $150,000    │ $150,000    │ $0     ✓     │
│ 1620 Accum Depr-Veh  │ $90,000     │ $90,000     │ $0     ✓     │
└─────────────────────────────────────────────────────────────────┘

Status: RECONCILED ✓

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Report Scheduling

Automated Report Delivery

SCHEDULE REPORTS
───────────────────────────────────────────────────────────

Report: Monthly Asset Register

Schedule:
┌────────────────────────────────────────────────────────┐
│ Frequency:     Monthly                                 │
│ Day:           1st business day                        │
│ Time:          6:00 AM                                 │
│                                                        │
│ Recipients:    controller@company.com                  │
│                cfo@company.com                         │
│                                                        │
│ Format:        PDF and Excel                          │
│                                                        │
│ Filters:       Period = Previous Month                 │
└────────────────────────────────────────────────────────┘

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Best Practices

Reporting

Practice	Recommendation
Regular review	Run key reports monthly
Reconciliation	Match FAM to GL monthly
Distribution	Automate report delivery
Archiving	Retain reports per policy

Saved Searches

Practice	Recommendation
Naming	Use descriptive, consistent names
Access	Set appropriate role permissions
Performance	Limit criteria for large datasets
Maintenance	Review and update periodically

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Related Topics

• GL Impact - GL reconciliation
• Best Practices - Reporting guidelines
• Asset Types - Category setup for reporting