Reports and audit log

Run reports on your inventory, see who changed what and when in the audit log, and understand what is kept and for how long.

Overview

Reports answer questions about your inventory right now, such as where equipment is or what is overdue. The audit log is the record of every action taken on equipment, so you can see who did what and when. When something wanders off, the audit log follows the scent.

Reports is open to anyone whose role allows running reports.
Audit log is for owners and admins only.
Reports can be switched off for the whole organization under Settings, Features.

Run a report

Pick a report card at the top of the Reports page. The results and any filters for that report appear below. The report you chose is kept in the page address, so you can bookmark or share it.

Assets by status: how many assets sit in each status label.
Assets by department: how many assets each department owns.
Assets by location: where assets are, by location of record.
Location drift: assets last seen away from where they are assigned.
Overdue assets: assets past their due-back date.
Activity summary: a breakdown of actions over a date range.

Open Reports from the sidebar.
Select the report card you want.
Set any filters shown for that report, such as a department or a due-back date range.
Read the table. Select a row where it offers a link to see the matching assets.

Date range and grouping

The Activity summary report counts actions over a period. Choose the dates and how to group the counts.

Open Reports and select Activity summary.
Set the From and To dates.
Choose a Group by value: Action, your location level, or your department level.
Read the counts for each group.

Location reports

Two reports are about places. Assets by location uses each asset's location of record. Location drift lists assets last seen somewhere other than where they belong.

Open Reports and select Assets by location, or Location drift.
For Location drift, narrow the list by home location or by where the asset was last seen.
Open an asset from the list to see its history and put it back.

The audit log

The audit log lists custody actions on equipment, newest first. Each row shows the action, the asset, where it happened, who performed it, the condition, any note, and the date.

Actions include checkout, check-in, transfer, audit, maintenance, lost, found, disposed and the NFC tag actions (assign, remove, write, reset, unknown scan).
License seat assignments and releases are recorded too.
Selecting an asset in a row opens that asset's history.
Actions taken offline are recorded with the time they happened, once the phone syncs.

Filter the audit log

Use the filter bar to narrow a long log. Filters combine, and they are kept in the page address so you can share a filtered view.

Open Audit log from the sidebar.
Type an asset tag or name in the search box.
Pick an Action and a Person from the menus.
Set From and To dates. The To date must be on or after the From date.
Pick a location, department or floor plan to narrow further.
Select Clear filters to start again.