> ## Documentation Index
> Fetch the complete documentation index at: https://docs.worldassetregister.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Answers, on screen, on a schedule, or as a file

Reports turn the register into answers. Build a template visually from
any entity, generate it whenever you need it, and optionally schedule it
to arrive by email on a recurring basis.

<img src="https://mintcdn.com/world-asset-register/1wv9Z868Ss5HEfQo/screenshots/reports.png?fit=max&auto=format&n=1wv9Z868Ss5HEfQo&q=85&s=39ad994271f7c2eb528f46af0b5a9ae8" alt="Reports" width="2880" height="1800" data-path="screenshots/reports.png" />

## Building a report template

Open **Reports** and use the template builder to lay out sections:

* **Asset table**: a row per asset, with the columns, filters, sort order
  and row limit you choose.
* **Summary table**: rows grouped by a field (say category or location),
  with aggregate columns like count, sum, average, minimum or maximum,
  and support for custom math formulas.
* **Text section**: freeform notes or a title for the report.
* **Manual table**: a table you fill in by hand, for anything that isn't
  pulled from the register.

Every table-type section starts with **Report on**, which chooses what
the section reports about: **assets**, **locations**, **people**,
**violations**, or **maintenance**. Filters and columns are drawn from
that entity's real fields, including custom fields.

## Generating a report

From the **Generate** tab, pick a saved template and a format (**Excel**
or **CSV**), then run it. Finished files appear in the **History** tab
with their status, so a large report you started earlier is easy to find
again without regenerating it.

## Templates

Save a template once and reuse it. A good starting set covers the
questions your team asks repeatedly: assets by location, warranty
expiry over the next quarter, assets with no owner assigned. Build the
handful you need, then generate them on demand.

## Schedules

The **Schedules** tab emails a report to a list of recipients on a
recurring cadence (daily, weekly, or another interval you set) without
anyone needing to remember to run it. Each schedule shows its next run
time and status, so you can see at a glance whether it's healthy.