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AssetOptics

Platform

Reporting & Dashboards

Report on assets, work orders, inventory and purchasing with the Salesforce report builder.

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AssetOptics planning and scheduling dashboard in Salesforce

Comes with Salesforce

  • Drag-and-drop report builder, including cross-object reports
  • Dashboards, charts and drill-down to records
  • Scheduled email delivery
  • Export to Excel and CSV
  • Reports respect each user's permissions

What AssetOptics Adds

  • Every AssetOptics record is reportable, so you can build whatever analytics your org needs
  • Work order completion, backlog and PM compliance
  • Planned vs. actual cost by work order type, asset class and location
  • Inventory usage and procurement spend

Key Capabilities

Report on Any Record

Every AssetOptics object is available in the Salesforce report builder, so you can build whatever analytics your org needs, from work order completion rates and asset costs to inventory usage and procurement spend.

Custom Report Builder

Drag-and-drop fields from any AssetOptics object to build the exact report you need. Cross-object reporting spans assets, work orders, inventory, and purchasing.

Drill-Down to Records

Click from a dashboard chart to the records behind it. Investigate trends and outliers without switching tools.

Scheduled Delivery

Email reports and dashboards on a daily, weekly, or monthly schedule. Each person gets the reports they need on a set schedule.

Export & BI Tools

Export to Excel, CSV, and PDF formats. Feed maintenance data into enterprise data warehouses and BI tools for cross-system analysis.

Permission-Aware Reports

Reports respect Salesforce user permissions automatically. Every user sees only the data they're authorized to access, with no extra configuration required.

Business Value

No separate reporting tool to buy or maintain
Business users build their own reports without waiting on IT
Maintenance costs by work order type, asset class and location
PM compliance and backlog trends
Failure patterns and high-cost assets for capital planning
Reports arrive by email on a schedule
"With the support of AssetOptics, our go-live went very smoothly with easy adoption by the repair technicians on the floor and improved reporting/dashboarding for management."

Business Analyst

Works With

Work Management

Report on work order status, costs, and completion rates

Asset Management

Analyze asset costs, failure history, and lifecycle data

Mobile Access

Dashboards on the phone through the Salesforce mobile app

See Reporting & Dashboards in Action

Try AssetOptics free with demo data. No commitment required.

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