Welcome to this comprehensive guide on how to utilize the “New Assets (This Year)” Number Card feature in Empress. This feature is designed to provide you with a clear and concise overview of all the new assets your organization has acquired within the current year.
Why the “New Assets (This Year)” Number Card Feature Matters
In the business world, it’s essential to keep track of your company’s assets. This includes anything from physical assets like office equipment to intangible assets such as intellectual property. The “New Assets (This Year)” Number Card feature in Empress simplifies this task by providing you with a real-time count of all new assets added during the year. This helps with inventory management, financial planning, and strategic decision-making.
Functionality
The primary function of this feature is to count the number of new assets added in the current year. It does this by filtering the “Asset” document type based on the “creation” field with a timespan filter set to “this year”.
How to Utilize this Feature
-
Access the Number Card Feature: From your Empress dashboard, navigate to the “Assets” module. Here, you’ll find the “New Assets (This Year)” Number Card.
-
Viewing Data: The number displayed on the card represents the total number of new assets added this year. This information is updated in real-time.
-
Interpreting Data: If the “show_percentage_stats” option is enabled, the card will also display a monthly statistical comparison. This shows you how the number of new assets has changed month-by-month.
User Roles and Permissions
The visibility of this card can be set to public or private based on your preference. If set to public, all users can view the card. However, only users with Administrator roles can modify the card settings.
Summary
The “New Assets (This Year)” Number Card is a powerful tool for business users. It offers a straightforward way to monitor the growth of your organization’s assets throughout the year. By making this data easily accessible and understandable, Empress enhances your ability to make informed business decisions.
For more on how to maximize your use of Empress, check out the rest of our user-friendly guides and resources. If you need further assistance, please contact our support team.