Reports
Reports
TABLE OF CONTENTS
- Understanding Reports
- Full Asset Register
- Filtering and Exporting
1. UNDERSTANDING REPORTS
Silobase Reports provide insights into your asset inventory, usage patterns, and team activity for decision-making, audits, and oversight.
ACCESSING REPORTS: Click "Reports" in the sidebar.
AVAILABLE REPORTS:
FULL ASSET REGISTER
- Complete list of all assets with:
- Asset name and tag
- Category and department
- Current status
- Location
- Purchase information
- Current assignee (if assigned)
Use for: Complete inventory, audits, insurance
ASSETS BY USER
Assets grouped by assignee:
- Each user/recipient listed
- Their assigned assets
- Assignment dates
Use for: Tracking who has what, accountability
ACTIVITY HISTORY
Timeline of all check-ins/outs:
- Date and time
- Asset involved
- Person and action
- Notes
Use for: Audit trails, usage analysis
DASHBOARD STATISTICS
Quick metrics:
- Total assets
- Assigned vs. available
- Category breakdowns
Use for: At-a-glance status
2. FULL ASSET REGISTER
A comprehensive view of every asset in one sortable, filterable table.
INFORMATION INCLUDED:
Each asset entry shows: - Asset Tag Number - Asset Name - Category - Department - Location - Serial Number - Status (Available/Assigned) - Current Assignee (if applicable) - Purchase Date - Purchase Price - Warranty Status - Condition
USING THE REGISTER:
Quick Inventory Count: - See total assets at a glance - Review by category or department - Identify gaps in inventory
Auditing: - Export for physical inventory verification - Compare against actual assets - Note discrepancies
Insurance Documentation: - Show total asset values - List items by category - Export for claims or renewals
Physical Verification: 1. Set filters (e.g., IT department) 2. Sort by location or tag number 3. Export the list 4. Use for physical verification 5. Note discrepancies for follow-up.
3. FILTERING AND EXPORTING
USING FILTERS:
Most reports can be filtered by: - Date Range: See specific time periods - Category: Filter by asset type - Department: Filter by department - Location: Filter by location - Status: Available, Assigned, or All - User/Recipient: Specific person's assets
SORTING DATA:
Click column headers to sort: - Ascending (A-Z, oldest first, lowest first) - Descending (Z-A, newest first, highest first)
Multiple sorts available in most views.
EXPORTING REPORTS:
- Generate report with desired filters
- Click "Export" or download button
- Select format:
- CSV: For spreadsheets
- Excel: Formatted spreadsheet
- PDF: For printing (if available)
- Save the file
Export uses: - External analysis - Sharing with stakeholders - Compliance documentation - Backup records
TIPS & BEST PRACTICES
- Run reports regularly for oversight
- Export before major audits
- Use filters to focus on relevant data
- Compare reports over time for trends
- Export regularly for backup records
- Sort by value for high-priority audits
- Filter by condition for maintenance planning
TROUBLESHOOTING
Q: Report seems incomplete
A: Check your filters. Clear all filters to see everything.
Q: Export isn't working
A: Try a different format. Ensure pop-ups aren't blocked.
Q: Data doesn't match what I expect
A: Reports show real-time data. Verify source information.
Q: Can I schedule automatic reports?
A: Currently manual. Check for updates on scheduled reporting.
Q: Some assets are missing
A: Check filters. Ensure you're viewing "All" status.
Q: Export is too large
A: Apply filters to reduce scope before exporting.