Generating Assets by Person Reports

Learn how to generate audit sheets for individuals.

Quick Answer

Go to Reports → Assets by Person, pick a user (or leave blank for all), and hit Generate.

The Assets by Person report is essential for offboarding, audits, and accountability reviews.

How to generate

1

Open Reports

Navigate to the Reports section from the sidebar.

2

Select Assets by Person

Choose this report type from the list.

3

Pick a user

Select a specific user from the dropdown, or leave it blank to include all users.

4

Generate

Hit Generate to produce the report. From there, print as a PDF or download as CSV.