For the basics of setting up your register, creating assets and assigning them to guests, see Getting started with Assets.
Filtering the asset register
Filters sit on the Assets tab, the default view on the Assets page.
You can filter by:
Status - Assigned, Unassigned, Lost or Decommissioned
Asset type - any of your existing asset types
Site - assets mapped to a particular site
Tip: All three filters are multi-select, and they work together. For example, you can show Assigned radios across two sites to see which radios are currently out at either location.
Showing and hiding columns
Use the Customise columns dropdown on the table to choose which columns appear in the register. This only changes your view of the table. It doesn't affect what's stored or what gets exported.
Exporting to CSV
There are two types of exports available for assets. Both are emailed to the address on your account: the email contains a Download link, and you'll need to be signed in to Sine to download the file.
Asset history export
This exports the full assignment history for a single asset.
Open an asset from the Assets page
Click Export CSV
Choose a date range, and optionally select one or more sites to limit the export to those sites
Confirm the export
The export file includes the following values:
Assignee info - Name, Email and Mobile
Assigner info - Name, Email and Mobile
Assignment info - Site Name, Assigned date, Returned dates, and Notes.
Bulk asset export
This exports your asset register as a list, using whatever filters you've applied on the Assets page.
Apply the status, type and site filters you want on the Assets tab
Select Export CSV from the context menu
Confirm the export
The file includes each asset's nickname, ID, type, status and the site it's available at. To export the full register, clear your filters first.
Asset reports
The top of the Assets page shows a few summary reports so you can read the state of your register without working through every row:
Assets currently assigned by site - how many assets are checked out at each site
Top asset types by usage - which types of assets are currently assigned
Decommissioned assets - how many assets are out of circulation
Hover over a segment of the assigned-by-site donut to see the site name and how many assets are assigned there. The reports always cover your entire register, so they don't change when you apply filters to the table below.
Daily summary emails
You can include assigned assets in your daily summary email, with control over which assets appear.
To turn it on, go to Reports, open the Daily summary tab, and tick the option to include assigned assets in the summary.
To choose which assets are included:
Open the Asset types tab on the Assets page
Select manage asset type from the context menu
Switch on Include in daily assigned assets summary for the types you want to appear.
Note: Any asset types that are not included in the assigned assets summary will be excluded from the daily email.