How to Report on Assets by Location

How to report on assets by location

Requirements

Available on: All plans. Multi-site analytics needs Odyssey or above.
Roles: Owner, Admin, Manager

Assets by location

Go to Dashboard → Reports.
On the Assets tab, open the Assets by location view.
Export to CSV, Excel, or PDF.

This shows the distribution of assets across your physical locations.

Filtering the asset list instead

For anything more specific, filter the asset list at Dashboard → Assets (Individual) by location and export what you see.

Filtering by a location includes everything beneath it in the hierarchy, so filtering on a building returns the assets in all of its floors and rooms.

Filter state is part of the URL, so a filtered location view can be bookmarked or sent to a site manager.

Cost by location

There is no cost-by-location report. Cost rolls up by department and by category, not by location.

If you need cost per site, the usual approach is to align departments with sites — or to filter the asset list by location and export the cost columns.

Multi-site analytics

(Odyssey and Cosmos)

Comparison of performance and utilisation across sites, for organizations operating more than one. Available on the Executive Dashboard.

Using location reports

Before an audit, export the list for the location being audited and take it with you. See Location-based asset audits.

When planning a move, the location list is your inventory of what has to be moved and later reconciled.

To find neglected sites, compare asset counts against what you expect. A site with far fewer assets recorded than it obviously holds is a site nobody is maintaining records for.

Common mistakes

Expecting cost reporting by location. Cost rolls up by department and category.

Reading a location's asset count as complete. It reflects what has been recorded and assigned to that location. Assets with no location set appear in no location report.

Forgetting archived assets are excluded. Archiving removes assets from active reporting, which is usually what you want.

Troubleshooting

A location shows no assets. Either none are filed against it, or they are filed against its children — check whether you are looking at the parent.

Totals don't add up to my asset count. Assets with no location set are not in any location row. Filter for those and fix them.

I can't see Reports. Viewing reports needs Manager or above.

Multi-site analytics is locked. It needs Odyssey or above.

The export is missing columns I need. Export the filtered asset list instead — it includes your custom fields.

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How to Report on Assets by Location