Pool Summary report

The Pool Summary report shows the activity in a fixed asset pool, summarised by transaction type.

About the Pool Summary report

  • The report shows the pool balance at the start of the selected financial year, the activity that occurred in the pool during the year, and a closing balance.
  • The report shows activity for a single financial year. If you select a date other than a financial year-end, the report still shows the activity for the full year the selected date falls in.
  • To see how the opening balance has been calculated, run the report for the previous year.
  • To see the detailed pool activity for the year, run the Pool Detail report.

Access and run the Pool Summary report

  1. On the Reports menu, click All Reports.
  2. Under Fixed Assets, click Pool Summary. Expand the section if the report is hidden by clicking the expand icon.
  3. In the Pool field, select the pool you want to run the report for.
  4. Select a date, then click Update to view your report.

Figures are reported with decimals showing. To show whole numbers, click Report Settings and untick Show decimals.

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