> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Depreciation Report

> Asset depreciation schedule and analysis at /fm/depreciation, with category bar chart, YTD totals, and CSV/Excel export.

This screen displays depreciation data for all depreciating assets and is available at `/fm/depreciation`.

## Overview

The Depreciation Report page uses `useDepreciationReportData` to load assets that have a depreciation method set. Four summary cards display **Depreciating Assets**, **Original Value** (total purchase price), **Current Book Value**, and **YTD Depreciation** (highlighted in destructive color). An optional filter panel allows filtering by Category, Depreciation Method, Date From, and Date To. A bar chart (`BarChart` from Recharts) shows Book Value and YTD Depreciation grouped by asset category. The data table columns include: Asset Tag, Name, Category, Method (`straight_line`/`declining_balance`), Purchase Price, Salvage Value, Book Value, Monthly Depreciation, YTD Depreciation, and Total Depreciation. CSV and Excel export are available.

## Who it's for

Requires permission `fm.dashboard.view`. Financial export access should be confirmed with SME.

## Before you start

* Assets must have a `depreciation_method`, `purchase_price`, and `expected_life_years` set for meaningful report data.

## Steps

<Steps>
  <Step title="Open Depreciation Report">Navigate to `/fm/depreciation` via the FM sidebar or from the Assets page.</Step>
  <Step title="Review summary cards">Check total assets, original value, current book value, and YTD depreciation.</Step>
  <Step title="Apply filters">Click **Filters** and set Category, Depreciation Method, or a date range.</Step>
  <Step title="Analyze the chart">Review the bar chart to see Book Value vs. YTD Depreciation by category.</Step>
  <Step title="Browse the detail table">Examine per-asset depreciation figures including monthly and YTD amounts.</Step>
  <Step title="Navigate to an asset">Click any Asset Tag in the table to open that asset's detail page.</Step>
  <Step title="Export">Click **CSV** or **Excel** to download the report.</Step>
</Steps>

## Key concepts

* **YTD Depreciation** — `ytd_depreciation` field from `DepreciationReportRow`.
* **Depreciation methods** — `straight_line` and `declining_balance` (labels from `DEPRECIATION_METHOD_LABELS`).
* **Salvage value** — the residual value at end of asset life, used in depreciation calculations.

## Related

<Columns cols={2}>
  <Card title="Facilities & Inventory" icon="warehouse" href="/fm/overview">
    Facilities & Inventory core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  This page documents shipped product behavior. It is not medical, legal, or
  billing advice. Verify against your organization's policies and applicable
  regulations before using it for clinical, compliance, or billing decisions.
  Protected health information (PHI) shown in the product is governed by your
  tenant's access controls and is never exposed in this documentation.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fm.tsx
  * src/cores/fm/pages/DepreciationReportPage.tsx
</Accordion>