Overview
The Statutory Report screen generates a fixed assets statutory report for financial statement disclosure. It shows asset cost values, depreciation figures, and movements for a selected year and period, broken down by asset category. You can use this report to support regulatory and financial reporting requirements.
Getting here
Click Reports then click Statutory Report in the sidebar.
You need the insights permission to access this screen.
What you can do on this screen
View a statutory report of fixed asset values for a chosen year and period.
See asset cost, depreciation, and net book value figures broken down by asset category.
Export the report to CSV, Excel, or PDF format.
Review summary totals for total cost, total depreciation, and net book value.
Selecting a report period
The report displays data for a specific year and period. By default, it shows the current year and period 12.
In the Year dropdown at the top of the screen, select the year you want to report on. You can choose from the current year and the five previous years.
In the Period dropdown, select the period (1 to 12).
The report refreshes automatically when you change either value.
Reading the report
The report table displays the following information:
The first column shows the row label, which describes the type of value (for example, a cost heading, a depreciation line, or a net book value total).
The Company Total column shows the combined value across all asset categories. Values are displayed in your home currency.
Additional columns appear for each asset category defined in your system. Each column shows the values for that specific category.
Section headings appear in a shaded row spanning the full width of the table. Summary rows such as totals appear in bold.
A footer bar at the bottom of the screen shows three summary figures:
Total Cost -- the end-of-year cost for all assets.
Total Depreciation -- the end-of-year depreciation for all assets.
Net Book Value -- the end-of-year net book value for all assets.
Exporting the report
You can export the report data in three formats. The export buttons are at the top right of the screen. They are only available when the report contains data.
Export to CSV
Select your desired Year and Period.
Click CSV.
The file downloads to your device. The filename includes the year, period, and a timestamp.
Export to Excel
Select your desired Year and Period.
Click Excel.
The file downloads as an Excel spreadsheet. The filename includes the year, period, and a timestamp.
Export to PDF
Select your desired Year and Period.
Click PDF.
The file downloads as a PDF document in landscape format. The PDF includes the report title and a subtitle showing the selected year and period. The filename includes the year, period, and a timestamp.
Field reference
Field | Description |
Year | The financial year for the report. Choose from the current year or up to five years prior. Defaults to the current year. |
Period | The accounting period within the selected year (1 to 12). Defaults to period 12. |
Company Total | The combined value for all asset categories for each row. Displayed in your home currency. |
Category columns | One column per asset category. Each shows the value for that category in your home currency. The columns that appear depend on the categories defined in your system. |
Warnings and messages
Message | When it appears |
Loading statutory report... | The report data is being retrieved. Wait for it to finish loading. |
Failed to load statutory report data. Please try again. | The report could not be loaded. Check your connection and try refreshing the page. |
No statutory report data available | There are no fixed assets recorded for the selected year and period. Check that you have selected the correct year and period. |
Exported statutory report to CSV | The CSV export completed successfully. |
Exported statutory report to Excel | The Excel export completed successfully. |
Exported statutory report to PDF | The PDF export completed successfully. |
Failed to export data | The export could not be completed. Try again or contact your administrator if the problem persists. |