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Create and download an Inventory to Return report

Updated

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 to Return Reporting feature allows you to create a report that you can use to analyse what resources within your organisation still need returning 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.

  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

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 returning within your organisation. You can click the Filter button to refine the displayed data even further.

Data management

Download my 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 returning, click the View All button.


    Helpful Hint

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

  5. Click the Drop-Down button.
  6. Click the Export CSV button.

Explore related content

  • Viewing an employee's assigned assets This feature allows you to view the details of when an employee received an assigned asset.
  • Asset register management This feature allows you to create a list of assets owned by your organisation. With the ability to specify the code, the category it falls under, the purchase amount, and the name of the item owner.
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