Asset reporting: Inventory to return

Overview

Whether your workforce is remote or works in the office, your organisation would have assets assigned to employees so they can undertake their role. Knowing who had 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.

Availibility

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting Started

Creating an inventory to return report
  1. Click the Reports menu.
  2. Click the Assets submenu.

    Helpful Hint

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

  3. To view all the assets that need returning, click the View All button.
    Inventory_1.jpg

    Helpful Hint

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

    Inventory_2.jpg

Maintain

Downloading my inventory to return report
  1. Click the Reports menu.
  2. Click the Assets submenu.

    Helpful Hint

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

  3. To download all the assets that need returning, click the View All button.
    Inventory_1.jpg

    Helpful Hint

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

  4. Click the Actions button.
  5. Click the Export CSV button.
    Inventory_3.jpg
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