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Guide to download various reports under HR tab
How to Download Asset Reports?
Pocket HRMS also makes it easier for you to get various reports related to asset management. For that simply go to the โAnalyticsโ menu and select the โReportsโ submenu.

Ensure that you have selected the โHRโ tab from the top bar.

Scroll down and select โAsset Reportโ from the subtabs.

You will get various option to customize the asset report according to your needs under โAsset Management โ Asset Reportโ.

Starting with theโFiltersโ you can simply click on the radio buttons for โAllโ, โAssignedโ and โNot Assignedโ to filter the report accordingly.

By selecting โFrom Dateโ and โTo Dateโ you can get reports for specific date ranges.

The System also allows you to get asset report for a single employee by using the โEmployee Codeโ. You can also search the employee here by their name.

In addition to that the system allows enhanced clarity to asset reports by enabling you to choose whether you want to download reports for โAllโ employees, those who are โLiveโ means currently working in the company or 'Leftโ the company already.

Select the individual employee categories so you donโt have to go through unnecessary data. If you want to analyze the report for all categories you can simply tick the box against the โCategoryโ and the employee categories in the company will be automatically selected.

Pocket HRMS adds simplicity to asset reports by providing you with three separate download buttons namely, โDownloadโ, โExport Assetโ and โNot Assigned Export Assetโ.

The asset reports will be downloaded in Excel format containing all the essential information.

For any queries, contact [email protected]
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