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How do I create and download an Inventory to Return report?

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following user access level: 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, as well as reduces loss and helps calculate depreciation where necessary.

The Inventory to Return Reporting feature allows you to create a report that you can use to analyse what resources within your organisation still need to be returned by your terminated 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

How to create an Inventory to Return report
  1. Click the   Reports menu.
  2. Click the Other Reports tab.
  3. Click the Asset Reports box.


    Helpful Hint

    You will now see an overview page that displays the four different areas of asset reporting.

  4. To view all the assets that need returning, click the View All button.


    Helpful Hint

    You will now see the details of the assets that need to be returned to your organisation. You can click the Filter button to refine the displayed data even further.

Data management

How to download an Inventory to Return report
  1. Click the   Reports menu.
  2. Click the Other Reports tab.
  3. Click the Asset Reports box.


    Helpful Hint

    You will now see an overview page that displays the four different areas of asset reporting.

  4. To download all the assets that need to be returned, click the View All button.


    Helpful Hint

    You will now see the details of the assets that need to be returned to your organisation. You can click the Filter button to refine the displayed data even further.

  5. Click the dropdown (the point-down triangle near the top of the screen) button.
  6. Click the Export CSV button.

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