Purpose Statement
The Assets History Completion report provides visibility into completed asset checklists, allowing departments to review historical checklist activity and confirm that required inspections or tasks have been completed. This report supports accountability, compliance tracking, and operational oversight within the Assets module.
Background Information
The Assets History Completion report is a canned report within the Assets module that focuses exclusively on completed checklists. It is commonly used by administrators, supervisors, and training or maintenance staff to:
Verify that asset-related checklists have been completed
Review historical checklist activity
Analyze completion data by personnel, date, or checklist results
Support audits, internal reviews, and compliance documentation
Prerequisites:
Assets module enabled
Assets checklists configured and in use
Completed checklist data available
Required Permissions
To access and use the Assets History Completion report, users must have permissions that allow them to:
Access the Reports module
View Assets reports
View completed checklist data
Note: Permission names and access levels may vary by agency configuration. Administrators can confirm permissions under Admin → Roles & Permissions.
Video
Step-by-Step Guide
1. Navigate to Assets Reports
From the main navigation menu, go to Reports.
Select Assets Reports.
2. Select the Assets History Completion Report
On the Assets Reports landing page, open the report dropdown menu.
Select Assets History Completion.
3. Filter Report Results (Optional)
Select the Advanced Search button.
Choose one or more filter options from the available dropdown menus.
Apply the filters to refine the displayed results.
4. Sort Report Data
Click the column headers at the top of the report to sort data.
You can sort by:
Date
Personnel
Duration
Section
Question
Result
5. Navigate Pages and Adjust View
Select a Page button to move to a specific page of results.
Select a View Count button to adjust how many rows are displayed per page.
6. Export the Report
Select the Download icon.
The report will download as a CSV file for external review or recordkeeping.
Best Practices
Use Advanced Search filters to narrow results when reviewing large datasets.
Sort by Date or Personnel when validating recent activity or individual accountability.
Export the report regularly for compliance or audit documentation.
Confirm checklist configurations to ensure meaningful data is being captured.
Avoid:
Relying on this report for incomplete or in-progress checklist data (completed checklists only)
Sharing exported CSV files without verifying data accuracy and relevance
Troubleshooting & FAQs
Why am I not seeing any data in the report?
Ensure that asset checklists have been completed.
Confirm that your search filters are not too restrictive.
Verify that you have the required permissions.
Can I see incomplete or in-progress checklists in this report?
No. This report only displays completed checklist history.
What file format is used for exports?
The report exports as a CSV file.
Who should use this report?
Administrators, supervisors, training officers, and maintenance personnel commonly use this report for oversight and documentation.