Working with lists of assets and asset records

The list view provides ways to easily organize, locate, and manage assets and asset records. Assets represent things that are of value to your organization. You can search the assets and records you need to help you quickly understand the data and take data-driven action.

The Asset Manager app requires a subscription to IT Risk Management or Third Party Risk Management.

How to navigate to an asset list?

You can navigate to an Asset List by selecting the asset type from the Asset Manager's home page.

The home page offers the following asset types:

  • All assets includes all assets, comprising both IT and third-party assets.
  • IT assets includes all IT assets such as information system, hardware, cloud, and software.
  • Third-party includes exclusively third-party assets.

Simply choose the desired asset type to organize and manage assets within that category using the options below.

How to navigate to a record list?

To navigate to a Record List, perform the following steps:

  • From the Asset Manager's home page, click the asset type that contains the record list you want to view.
  • Click the asset that contains the records you want to view.
  • Click the record type tab you want to view.

    The Record List is displayed.

Filter and sort asset and asset records

You can efficiently filter and sort in the Asset Manager app to locate the data you need.

Filtering assets and records

  1. Navigate to the asset list / record list.
  2. Under the column you want to filter, click the filter dropdown list, select the required options, and click Apply Filter.
Note

In certain columns, you have the option to select blank from the dropdown list. This choice filters the asset list to display entries with no values for that specific column. Note that choosing blank prevents the selection of any other option within the dropdown list, even though it is a multi-select field.

Removing filters

  1. To remove filters from individual columns Under the column you want to remove the filter, click the filter dropdown list and do one of the following and click Apply Filter:
    • Clear the options you want to remove individually, or
    • Click Clear Selections to remove all the options at once.
  2. To remove all filters from all the columns at once Click Clear Filters in the top right corner.

Sorting assets / records

  1. Navigate to the asset list / record list.
  2. In the column headers, click the up and down arrows to sort the columns in ascending or descending order.

    Click once for ascending, twice for descending, and thrice to go back to the default order. By default, assets are sorted in descending order by creation date, with the most recent asset at the top.

Note
  • You can apply sorting to two columns at a time.
  • Sorting is not available for user lookup columns such as Business Owner and Technical Owner.

Searching assets and records

In addition to filtering and sorting, you can perform keyword searches in the Search field across all columns.

Note

The search excludes user lookup columns such as Business Owner and Technical Owner.

Customize your list view

There are various ways that you can customize your Asset List and Record List view to optimize the understanding and interpretation of data to help in making informed decisions.

Showing/Hiding columns

Refine your data by choosing which columns you want to be visible.

  1. Navigate to the asset list / record list.
  2. Click Column Config dropdown list.
  3. Toggle the columns you wish to display or hide.

    The asset list will reflect the changes made.

    Tip

    Use the search bar within the dropdown list to search for specific columns.

  4. Additionally, you can select Show all to display all the hidden columns in the table.

Note

The Name column is fixed, you cannot hide this column.

Reordering columns

Easily reorganize columns by dragging and dropping them into place.

  1. Navigate to the asset list / record list.
  2. Click Column Config dropdown list.
  3. Click and hold the column header you want to move, and drag and drop it to the position you want.

    The column moves to the chosen position.

    Tip

    Use the search bar within the dropdown list to search for specific columns.

Note

The Name column is fixed, you cannot move this column.

Viewing color-coded attributes

When viewing assets / records, you can easily determine the values of a multi-option attribute such as a dropdown list. These attributes are assigned a background color; the default is purple, but you can customize it to suit your preferences.

Setting pagination

  1. Set your preferred number of rows per page by selecting from the Rows per page dropdown in the lower left. You can choose from options like 25,50, 100, 250, or 500 rows per page. The default setting is 25 rows per page.
  2. Once you select a pagination option, the displayed rows adjust accordingly, and you can easily navigate to the next or previous page.

Saving your asset list view

In the Asset List / Record List page, customize your view with column filters, keyword search, sorting, and column configuration.

Your customized view is saved and loads automatically the next time you open the Asset List page.

Export the current view

You can access the Asset Manager data offline by exporting or printing the Asset View / Record List page. You can export the current page of your Asset List / Record List view as a CSV file and/or print the current page for analysis.

  1. Navigate to the asset list / record list.
  2. Click Export.

    A dropdown menu opens.

  3. Select one of the following:
    • Download visible records: This downloads a CSV file containing the records that are visible on the page.
    • Print visible records: This opens a print task to print the records that are visible on the page.
    Note

    You can only export or print the currently visible content on the page. It's not possible to export/print all table data at once.