My Team | Finance IT Equipment - report guide

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This guide will show you how to use the My Team Finance report in PowerBI

This report shows the IT assets (like laptops, dock, screens/monitors, mobile phones etc.) for your kaimahi. 

You'll be able to see who has what, what cost codes they're charged to, what locations they're recorded against and if there are any allocated to terminated employees or contractor.

This is helpful to make sure the assets you have / paying for are getting used and can help when you're planning your budgets. 

Where does the data come from?

This is Snipe IT data (the IS asset management system) and some Cornerstone data, refreshed once per day. 

What data is included?

Assets in the Snipe IT asset database that are linked to your cost centres or linked to employees in your reporting line. People can be granted access to see extra cost centres. 

What data is excluded?

  • People who are not linked to assets.
  • People that don't report up to you (and that you haven't been given special access to).
  • Assets not linked to your cost centres. 

How do I correct mistakes and make changes?

Use the IT equipment update eForm to tell Helpdesk when:

  • Item(s) are listed that you don’t have.
  • Item(s) that you do have, that aren’t listed.
  • The employee is wrong.
  • The location is wrong.

If you're seeing the wrong people (incorrect manager, team) then see How to fix people with the wrong team, cost centre, or manager. Hint: this usually needs a Variation to Employment Agreement. 

Anything else - email helpdesk@wisegroup.co.nz.

Who gets access?

All managers (employees who have a current staff member reporting to them) should automatically get access to the report, and their reporting line. 

If you need to check why someone doesn't have access then contact helpdesk@wisegroup.co.nz.

To request access request access for a non-manager or to add additional cost centres or teams raise a Data access request.     

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