Results Tab - Reports & Analytics

Modified on Tue, 18 Nov at 11:29 AM

Results Tab - Reports & Analytics

Overview

The Results Tab is the final destination in your inventory workflow. After matching and reviewing all submissions, this tab provides comprehensive statistics, identifies discrepancies, generates reports, and allows you to finalize your inventory. This guide explains result categories, reporting options, and how to act on findings.

Understanding the Results Tab

Purpose

The Results Tab serves five critical functions:

Completion Summary: View final inventory statistics
Discrepancy Identification: Highlight missing and new assets
Report Generation: Export results in multiple formats
Finding Documentation: Record outcomes and action items
Inventory Finalization: Mark inventory as completed

Why Results Matter: This tab translates months of collection and processing into actionable insights: what assets were found, what's missing, what's new, and what needs attention.

When to Access Results

After review complete: 100% of submissions approved or rejected
During processing: View interim results anytime
Before completion: Final verification before closing inventory
Post-completion: Generate additional reports or analyze trends

Accessing the Results Tab

Open your inventory from the dashboard
Complete Match and Review & Process tabs (or substantially complete)
Click the "Results" tab
View comprehensive outcome dashboard

Summary Statistics

The Results Tab opens with six key metrics:

Metric	Definition	Source
Total Expected Assets	Assets assigned to site in database	Asset Management system at inventory creation
Assets Found	Expected assets verified during inventory	Approved submissions matched to database
Assets Missing	Expected assets not found	Expected - Found
New Assets Discovered	Assets found not in database	Submissions creating new records
Completion Rate	Percentage of expected assets found	(Found / Expected) × 100
Accuracy Rate	Submissions approved without issues	(Approved / Total Submissions) × 100

Completion Rate Formula

Completion Rate = (Assets Found / Total Expected Assets) × 100%

Example:

Total Expected: 500 assets
Assets Found: 475 assets
Completion Rate: 95%

Visual Completion Indicators

Completion Range	Indicator	Assessment
95-100%	● Green	Excellent - High confidence inventory
85-94%	● Blue	Good - Acceptable completion
70-84%	● Yellow	Fair - Consider follow-up search
<70%	● Red	Needs Review - Investigate missing assets

Note: 100% completion is ideal but not always achievable. Assets may be legitimately missing (transferred, disposed, stolen). Document exceptions thoroughly.

Result Categories

Results are organized into four sections:

1. Found Assets (Green)

What: Expected assets successfully verified

Display Shows:

Asset ID and name
Location verified
Condition confirmed
Submitter and timestamp
Any updates made during review

Available Actions:

View detailed asset record
Export found asset list
Print asset labels
Generate asset report (PDF/CSV)

2. Missing Assets (Red)

What: Expected assets not found during inventory

Display Shows:

Asset ID and name
Last known location
Last verified date (from previous inventory)
Asset value
Responsible party (if assigned)

Available Actions:

Flag for Search: Schedule follow-up physical search
Report Lost: Initiate loss documentation process
Mark Transferred: If asset moved to another site
Mark Retired: If asset was disposed but not recorded
Schedule Recount: Add to next inventory verification list
Add Notes: Document investigation findings

Missing Asset Priority: Sort by value to focus on high-value items first. A missing $5 stapler requires less urgency than a missing $5,000 server.

3. New Assets Discovered (Blue)

What: Assets found that weren't in database

Display Shows:

New asset ID (assigned during Match)
Asset name and type
Location found
Submitter
Photos and notes from submission

Available Actions:

Add to Database: Finalize new asset record (if not already done)
Assign Asset ID: Generate proper tag number
Complete Details: Fill in purchase date, cost, warranty info
Assign Owner: Designate responsible party
Flag for Research: Investigate source (transferred? purchased without docs?)
Generate Label: Print asset tag for physical labeling

4. Discrepancies (Yellow)

What: Assets with mismatches or issues

Discrepancy Types:**

Location Mismatch: Found at unexpected location

Condition Change: Damage or wear not previously recorded

Information Mismatch: Serial number, model, or other data doesn't match

Duplicate Entries: Multiple records for same physical asset

Resolution Status:

✅ Resolved during review (green checkmark)

⚠️ Needs follow-up (yellow warning)

Filters & Search

Filter by Category

All Results (default)

Found Assets Only

Missing Assets Only

New Assets Only

Discrepancies Only

Filter by Asset Type

IT Equipment

Furniture

Vehicles

Tools & Equipment

Custom categories

Filter by Location

Building

Floor

Room/Area

Department

Filter by Value Range

Under $1,000

$1,000 - $5,000

$5,000 - $10,000

Over $10,000

Custom range

Search Functions

Search by asset ID

Search by asset name

Search by serial number

Search by location

Search by submitter

Advanced multi-criteria search

Reporting & Export Options

Report Types

Report Type Contents Best For

Completion Report Summary stats, found/missing counts, completion percentage Executive summary, stakeholder updates

Missing Assets Report Detailed list of unfound assets with values Loss prevention, insurance claims

New Assets Report Discovered assets requiring cataloging Database updates, audit reconciliation

Discrepancy Report Mismatches, condition changes, location updates Quality control, process improvement

Full Inventory Report Complete asset list with all details Compliance audits, comprehensive records

Export Formats

PDF: Formatted reports with charts, perfect for printing and distribution

CSV/Excel: Spreadsheet data for analysis and manipulation

JSON: Structured data for system integration

Customizing Exports

When generating reports, customize:

Fields to include: Select specific columns

Filter criteria: Export subset (e.g., only IT assets)

Sort order: By ID, name, value, location

Include notes: Add resolution comments to export

Include photos: Attach images to PDF reports (increases file size)

Visualizations & Trends

Completion Pie Chart

Green: Assets Found (percentage)

Red: Assets Missing (percentage)

Blue: New Assets Discovered (if applicable)

Category Breakdown (Bar Chart)

Found vs. Missing by asset type

Highlights categories with most discrepancies

Location Distribution (Bar Chart)

Completion percentage by building/floor

Identifies areas needing follow-up

Condition Distribution (Pie Chart)

Excellent, Good, Fair, Poor breakdown

Flags maintenance needs

Value Distribution

Total value found vs. missing

High-value asset status

Submission Timeline (Line Chart)

Submissions per day over inventory period

Shows collection pace and busy periods

Comparative Analysis

If previous inventories exist:

Completion rate trend (improving/declining?)

Missing asset trend (more or fewer than last time?)

Processing time comparison

Financial Summary

If financial data is available:

Total Value Expected: Sum of all expected assets

Total Value Found: Sum of verified assets

Total Value Missing: Sum of unfound assets

Total Value New: Sum of discovered assets

Net Value Change: (Found + New) - Missing

Value by Category

IT Equipment: $450,000 found, $12,000 missing

Furniture: $125,000 found, $3,000 missing

Vehicles: $280,000 found, $0 missing

Value by Location

Building A: $350,000 found

Building B: $275,000 found

Warehouse: $230,000 found

Depreciation & Insurance Implications

Current vs. original value comparison

Assets needing insurance updates

Disposal recommendations (low-value, poor condition)

Audit Trail & Compliance

Results Tab provides complete documentation:

Timestamps: When inventory started/completed

Participants: Who scanned, who processed

Findings: What was found, missing, new

Changes Made: Updates during review

Completion Time: Duration from start to finish

Approver: Who marked inventory complete

Documentation for Compliance

Decision Rationale: Notes explain why assets were approved/rejected

Exception Handling: How discrepancies were resolved

Missing Asset Actions: Steps taken for unfound items

Submission History: Full audit trail retained

Next Steps After Results

1. Address Missing Assets

Schedule physical search in areas not thoroughly checked

Contact responsible parties for high-value items

Initiate loss reporting process

Update asset records (mark transferred, retired, or lost)

2. Catalog New Assets

Complete asset profiles in database

Generate and apply physical asset tags

Photograph assets for records

Assign to appropriate departments/users

3. Resolve Outstanding Discrepancies

Update location records for moved assets

Document condition changes

Reconcile duplicate records

Flag maintenance needs

4. Update Systems

Import found/missing data to asset management system

Update insurance records with current values

Adjust depreciation schedules

Update site assignments

5. Finalize Inventory

Export all reports for records

Complete final documentation

Mark inventory status as "Completed"

Archive results to shared drive

6. Communicate Results

Distribute completion report to stakeholders

Notify departments of missing assets

Share findings with management

Request feedback on process

7. Plan Improvements

Review what worked well and what didn't

Document lessons learned

Identify process improvements for next cycle

Schedule next inventory (quarterly, annually)

Best Practices for Results Review

Start with Statistics

Review completion percentage first

Assess whether target was met

Identify major discrepancy categories

Prioritize Missing Assets

Sort by value (highest first)

Investigate high-value items immediately

Group low-value items for batch resolution

Catalog New Assets Promptly

Don't delay adding to database

Generate tags within 1 week

Photograph for records

Export and Archive Immediately

Don't wait to generate reports

Save to multiple formats (PDF + CSV)

Store in shared location for team access

Communicate Action Items

Assign follow-up tasks to specific people

Set deadlines for missing asset searches

Track resolution progress

Request Feedback

Ask users about process pain points

Identify areas for improvement

Document suggestions for next cycle

What's Next?

Best Practices for Inventory Success - Strategies for efficient inventory management

Common Issues & Solutions - Troubleshooting inventory problems

FAQ - Frequently asked questions about inventory management

Getting Help

For assistance interpreting results or generating reports, contact the ARMOR Support Team.

Report Type	Contents	Best For
Completion Report	Summary stats, found/missing counts, completion percentage	Executive summary, stakeholder updates
Missing Assets Report	Detailed list of unfound assets with values	Loss prevention, insurance claims
New Assets Report	Discovered assets requiring cataloging	Database updates, audit reconciliation
Discrepancy Report	Mismatches, condition changes, location updates	Quality control, process improvement
Full Inventory Report	Complete asset list with all details	Compliance audits, comprehensive records