To generate a customer assets report

• Click Reports in the menu bar
• Click Connections
• Select Assets in the customer group
• Choose your customer from the dropdown, and
• click the Generate report button

This will generate a report showing your customer’s assets.

You can filter customer assets by entering text into the search filter and download your customer assets to Microsoft Excel or Google Sheets. Click the email icon to email the customer asset list to a colleague.

To delete an asset, click the delete icon towards the right of the screen.

You can export your report to Google Sheets  or Microsoft Excel where you can further manipulate the data, create charts and graphs or even generate beautiful dashboards which show your key metrics as they change over time.

You can share your report by email to colleagues or your customer by clicking the email icon ( ) at the top of the report.

For further information about the reports you can generate from within Okappy, check the reports section of our support site.  Alternatively, check out the questions and answers in our forum.