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Client Summary Information > Graph Summary tab

Use this tab to view a summary graph of the open client's assets. You can customize the graph to suit your needs.
To open this tab, open the Asset List window, select Tasks, then Display Summary Information, and then select the Graph Summary tab.

Fields & Buttons

Choose whether you want to base the graph on the current activity or all activities.
  • [Current Activity] -
     Select this to display summary information only for the open client's current activity.
  • All Activities -
     Select this option to display summary information for all of the open client's activities.
Select the treatment for which you want to view summary information.
Choose one of the following options to analyze the client's data for either the current activity or all activities and for the treatment selected.
  • Number of assets -
     Select this to view a graph of the client's asset information based on the number of assets.
  • Cost/basis -
     Select this to view a graph of the client's asset information based on the cost/basis of their assets.
  • Current depreciation -
     Select this option to view a graph of the client's asset information based on the current depreciation of the client's assets.
Choose the association you want the analysis to be based on. Associations include group, location, property type, division, activity, or custom associations that include a list.
Shows a list of activities or associations based on the selection you made in the
Based on
 field.
Based on the choices you make here, the graph shows summary information for the following items.
  • The [Current Activity] or all activities
  • The treatment selected in the
    Treatment
     field
  • The number of assets, cost/basis, or current depreciation
The colored sections of the graph represent activities or the type of association you selected in the
Based on
 field.
Select this to preview the Asset Detail report for the treatment selected from the
Treatment
 field. The report is sorted and sequenced by activities or the association selected from the
Based on
 field.
Select this to open the Print Graph window.

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