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Asset Reports And Settings

Asset reports help managers find assets outside the office, overdue returns, custodian responsibility, risk events, movement history, and quantity-pool balances.

Useful Reports

  • Outside office: Assets currently assigned, checked out, or in transit.
  • Overdue returns: Assets past their expected return date.
  • By custodian: Current responsibility by person, department, vendor, or other holder.
  • Risk events: Lost or damaged assets requiring review.
  • Movement history: Full timeline of asset actions.
  • Pool balances: Quantity-pool units by custodian, department, warehouse, location, status, and condition.

Settings Your Administrator Controls

  • Whether movement approval is required for high-risk assets or all movements.
  • Which actions require approval.
  • Default return dates and reminders for checked-out assets.
  • High-risk value thresholds, categories, and asset types.
  • Asset code prefix, barcode generation, and label format.
  • GPS requirements and allowed GPS accuracy.
Data care: Asset reports may include people, locations, costs, and movement history. Export only when your role and organization policy allow it.

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