The following article is a quick overview of the Asset Overview page, located in the Assets Report.
|Roles | Executive ✓ | Fleet ✓ | Operations ✗ | Financials ✗|
For more information about the user interface and functionality of reports, click here.
For more information on how to use filters, click here
On the left side of the Asset Overview page is the Filters Panel. Here you can make some simple changes that will affect the entire report. Note: There is no date filter on this page. All data shown is not restricted by date.
- If the end-user has multiple customer numbers attached to their account, they have the ability to select the Company drop-down menu and select one or multiple companies. All available companies are set by default.
- This drop-down menu allows the end-user to select one or multiple assets by model number. All available models are set by default.
- This drop-down menu allows the end user to switch between showing owned, rented or all assets.
- Is Cat
- This button filter allows the end-user to filter the report to exclude Caterpillar assets if No is selected, or filter only Caterpillar assets if Yes is selected. If the filter is cleared, meaning no option is selected, both Caterpillar and non-Caterpillar assets will be shown in the report. By default, Is Cat has no selection, showing both Cat and Non Cat assets.
At the top of the Asset Overview page, four tile cards are present, and exist to give the end-user a general overview of total asset count, connected asset count, warranties and utilisation, as the report filters. Clicking on these tile cards do not trigger any filters.
- Total Assets
- Total Assets includes all equipment and attachments. Using certain filters will change this number to reflect the selection changes. By default, this number does not include attachments unless the Is Attachment filter is modified.
- Connected Assets
- Connected Assets shows the user how many assets have telematic capabilities. Generally, only Caterpillar equipment (excluding attachments) will be included in the Connected Assets tile card. This tile is particularly handy when filtering to show only Caterpillar equipment (excluding attachments), as the end-user can see the difference between equipment that is connected, and equipment that is yet to be connected.
- Active Warranties
- The Active Warranties tile card shows how many warranties are currently active across all equipment that is filtered on the page. Generally, attachments do not have warranties, but non-Caterpillar warranties are shown on this report.
- Avg. Daily Utilisation (hr)
- The Avg. Daily Utilisation (hr) tile card shows the daily average hours of connected equipment over the entire life of that equipment. For a more detailed overview on equipment utilisation, go to the SMU History page in the Assets Report.
The Equipment vs Attachment donut chart is designed to show the ratio of equipment to attachments based on whatever filters have been triggered.
The Cat vs Non Cat donut chart is designed to show the ratio of Caterpillar assets to non-Caterpillar assets based on whatever filters have been triggered.
The Top 20 Manufacturers by Count bar chart is designed to show the top 20 asset manufacturers by the amount operated by the customer accounts associated. Typically, Caterpillar will be the first item on the list, so filter Is Cat set to No can give the end-user an even clearer picture of the non-Caterpillar assets that are associated with the customer accounts.
The Top 50 Models by Count bar chart is designed to show the top 50 asset models by the amount operated by the customer accounts associated. Focus Mode may benefit this visual to give the end-user a full view of every model. For more information about Focus Mode, click here.
For more information on navigating maps, click here
The Map View gives the end-user a quick overview of where all connected assets are located anywhere in the world. Assets are represented by yellow dots and clicking on a yellow dot will trigger a filter. Multiple assets can be selected by holding down the CTRL (Windows) or Command (Mac OS) key and clicking on multiple yellow dots.
This map only shows a maximum of 1000 connected assets.