View asset reporting

Find out how to view a report showing when an asset has been issued and returned. You must have the Asset Manager user role to access asset reporting.

View an asset's history

An asset’s history shows its details and the times it was issued. 

To view an asset's history: 

  1. Go to Tools > Asset Manager.
  2. Click History next to the asset.

    Asset-History.png
  3. View the asset’s details and see when it has been issued.
  4. (Optional) Click Export Report, then select Export as a CSV file or Export as a PDF file to save a copy. 

    Asset-export-report.png

View report for all assets

To view a report showing the details for all of your assets: 

  1. Go to Tools > Asset Manager.
  2. Select Asset Reporting from the menu on the left.
  3. (Optional) Filter this list using the search fields at the top of the page.
  4. (Optional) Click Export Report, then select Export as a CSV file or Export as a PDF file to save a copy. 

    Asset-Reporting.png
You cannot see an asset’s details when viewing the report for all assets. This only appears when clicking on a single asset’s history.