Asset reporting: Inventory by category

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 by Category Reporting feature allows you to create a report that you can use to analyse 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.

Availibility

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

Getting Started

Creating an inventory by category 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 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 Fitler button to refine the displayed data even further.

   

Maintain

Downloading my inventory by category 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 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 Fitler button to refine the displayed data even further before downloading the data.

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