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# For the role “IT Asset Tracker - Manager” and the “Access” of “All” check “View”, “Add”, “Edit”, “Delete”, and “Assign”. Do not check the “Deny”.
# Click the “Save” button.
# For the row labeled “2.” in the column labeled “Table Header” enter “Asset Name”.
# In the “Field” column select “Name”.
# Follow the table below for the remaining rows: </br> {| class="wikitable" style="padding-left: 60px;"
|-
!|Table Header Caption
We could:
* use the “Ad Hoc Upload” option on the “Process” tab.
* navigate to the configuration folder and upload the CSV file there.
# Click the “Report Builder” (4 squares icon) button located in the action bar.
# In the column with the “4” as the label, for the row labeled “Criteria” enter “<=ADDDATE(CURDATE(), INTERVAL 30 DAY)”. # Click the “Build Report” (floppy disk icon) button, located in the action bar at the top. The report builder modal window will close automatically.
# Click the “Preview” button in the submit bar near the bottom of the screen and you will see a new modal window displaying the IT Assets with a Warranty Expiring in the next 30 days.
