Asset Cost Analysis Report

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Reports

The Asset Cost Analysis Report calculates the cost and sell of specific assets by checking open quotes and archived and invoiced jobs which include the relevant asset and fit the filter criteria. The report is calculated based on the cost and sale price of the cost centre that the asset was included in, divided equally amongst the assets that were included in that cost centre.

For example, if four assets are included in a single cost centre, the total cost of the cost centre is $400, the cost of each asset in the report is displayed as $100.

Note that the following scenarios can affect the figures displayed on this report:

• Asset testing is performed in a cost centre that also includes other items unrelated to the asset testing or maintenance
• A cost centre includes multiple types of assets that have drastically varying costs.

For example, consider a single cost centre that includes two assets wherein the first asset requires a new part costing $80 in parts and labour, but the other asset only costs $20 in labour. In this instance, both the first and second asset will appear to have costed $50, as the total cost on the cost centre is divided equally amongst them.

To run the report:

1. Go to Reports > View Reports.
2. Click Assets > Asset Cost Analysis.
3. Select the Completed Date and other required filters under Customer, Site, Customer Group, and Asset Type.
4. Search for and select a specific Asset using the asset’s custom fields, if required.
5. Select specific Work Types or leave it blank to include all types of jobs and quotes.
6. Filter by Cost Centre to include or exclude cost centres, as required.
7. Click Search.

You can use the following filters in the report:

Completed Date	Display assets included on jobs that were completed within the specified dates.
Customer	Search for a specific customer to view assets for that customer.
Site	Search for a specific site to view assets belonging to that site.
Customer Group	Select a customer group to view assets for customers belonging to that customer group.
Asset Type	Select an asset type to view assets belonging to that type.
Asset	Select a specific Asset using the asset’s custom fields.
Work Types	Select to: Exclude service/project jobs Exclude recurring jobs Exclude maintenance planner jobs Include open quotes Or leave it blank to include all types of jobs and quotes.
Cost Centre	Select to filter for specific cost centres.

The report displays a separate table for each asset, with an sub-table for Jobs and Quotes, when selected, if there are any.

Columns in the Asset table:

Asset ID	Simpro Premium ID of the asset associated with the job.
Asset Type	Asset Type name associated with the asset.
Customer Name	Name of the customer associated with the job. Click the name to open the customer card.
Site	Name of the site associated with the job. Click the name to open the site card.
Custom Fields	List of custom fields related to the corresponding asset type.

Columns in the Jobs table:

Job No.	Simpro Premium ID of the asset associated with the job.
Quote No.	Simpro Premium quote number for the quote that was converted to this job. Click to open the quote.
Completed Date	The date the job was set as complete in the job settings.
Cost Centre	Name of the cost centre that the asset was included in.
Cost Centre Sell Price (ex Tax)	The price of the cost centre excluding tax. The fill price is displayed even if the cost centre was partially invoiced.
Material Cost	Total actual cost of materials included in the cost centre.
Resource Cost	Total actual cost of labour included in the cost centre.
Total Cost	Combined actual cost of material and resources.
No of Assets	Number of assets assigned to the cost centre.
Sell Price per Asset	Total sell price of the cost centre divided equally by the number of assets assigned to the cost centre.
Cost Price per Asset	Total cost price of the cost centre divided equally by the number of assets assigned to the cost centre.

Columns in the Quotes table:

Quote No.	Simpro Premium quote number. Click to open the quote.
Issued Date	The date that the quote was issued.
Cost Centre	Name of the cost centre that the asset was included in.
Cost Centre Sell Price (ex Tax)	The price of the cost centre excluding tax. The fill price is displayed even if the cost centre was partially invoiced.
Estimated Material Cost	Total estimated actual cost of materials included in the cost centre.
Estimated Resource Cost	Total estimated cost of labour included in the cost centre.
Estimated Total Cost	Combined estimated cost of material and resources.
No of Assets	Number of assets assigned to the cost centre.
Sell Price per Asset	Total sell price of the cost centre divided equally by the number of assets assigned to the cost centre.
Cost Price per Asset	Total cost price of the cost centre divided equally by the number of assets assigned to the cost centre.

Recurring jobs created from a recurring job template prior to 2017 are considered regular project/service jobs in this report.