Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Whether your workforce is remote or works in the office, your organisation will have assets assigned to employees so they can undertake their role. Knowing who owned what, when and for how long, and a history of an asset's ownership improves transparency and accountability; reduces loss, and helps calculate depreciation where necessary.
The Inventory by Category Reporting feature allows you to create a report on the resources within your organisation, what type they fall under, and how many of each type you have allocated to your employees. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV-supported program like Microsoft Excel.
The table below shows the user access levels (Employee, Manager and Admin) that apply to inventory category reporting.
| User Access: | Employee | Manager | Admin |
We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.
Getting started
- Click the Reports menu.
- Click the Other Reports tab.
- Click the Asset Reports box.
Helpful Hint
You will now see an overview page that displays the four different areas of asset reporting.
- To view all the assets that fall under a specific category, click on the relevant section of the Inventory by Category graph.
Helpful Hint
You will now see the details of the assets that fall under the chosen category. You can click the Filter button to refine the displayed data even further.
Data management
- Click the Reports menu.
- Click the Other Reports tab.
- Click the Asset Reports box.
Helpful Hint
You will now see an overview page that displays the four different areas of asset reporting.
- To download all the assets that fall under a specific category, click on the relevant section of the Inventory by Category graph.
Helpful Hint
You will now see the details of the assets that fall under the chosen category. You can click the Filter button to refine the displayed data even further.
- Click the Drop-Down button.
- Click the Export CSV button.