Available for the following plans: Plus, Engage, Elite, Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following user access levels: Manager, Admin
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. Plus, it reduces loss and helps calculate depreciation where necessary.
The Inventory by Status Reporting feature allows you to create a report that you can use to analyse the resources within your organisation, what is available to allocate, and what you have already assigned 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.
Getting started
- Click the Reports menu.
- Click the Other Reports tab.
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Click the Asset Reports box.
Helpful Hint
You will now see an overview page that displays the four different areas of asset reporting.
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To view all the assets that fall under a specific inventory status, click on the relevant section of the Inventory by Status graph.
Helpful Hint
You will now see the details of the assets that fall under the chosen inventory status. You can click the Filter button to refine the displayed data even further.
Data management
- Click the Reports menu.
- Click the Other Reports tab.
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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 inventory status, click on the relevant section of the Inventory by Status graph.
Helpful Hint
You will now see the details of the assets that fall under the chosen inventory status. You can click the Filter button to refine the displayed data even further before downloading the data.
- Click the Drop-Down button.
- Click the Export CSV button.
Explore related content
- How can I view assets assigned to my employees? This article covers a feature that lets you view the details of when an employee received an assigned asset and, if applicable, when they returned the item.
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How do I use the asset register? This article covers a feature that lets you manage a comprehensive inventory of your organisation's assets and their categories and items.