> ## Documentation Index
> Fetch the complete documentation index at: https://help.palletlog.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Balances by asset

> View positions grouped by asset type across partners.

<Note>
  Interface labels, screenshots, and step-by-step UI guidance in this article are pending verification against the live Palletlog application. Conceptual guidance below uses approved Palletlog terminology. Detailed UI steps will be added when product sources are confirmed.
</Note>

## Outcome

You can balances by asset.

## About this task

Asset-centric views help depots and planners see totals per **Asset type**.

## Prerequisites

* Access to the [Palletlog dashboard](https://dashboard.palletlog.com)
* A workspace with the asset types and partners relevant to this task

<Note>
  If you do not have permission to complete an action in Palletlog, ask a workspace administrator to adjust your role or complete the task for you.
</Note>

## Steps

<Steps>
  <Step title="Step 1">
    Open balances or statements in the dashboard.
  </Step>

  <Step title="Step 2">
    Apply filters for partner, asset type, or date if available.
  </Step>

  <Step title="Step 3">
    Review totals against your operational records.
  </Step>

  <Step title="Step 4">
    Export or share results as needed.
  </Step>
</Steps>

## Expected result

Balance views match your filters and are ready for reconciliation or export.

## Common mistakes

* Reconciling before correcting erroneous movements.
* Exporting sensitive production data without redaction policies.

## Related articles

* [/balances/index](/balances/index)
* [/balances/understand-balances](/balances/understand-balances)
* [/troubleshooting/balance-not-updated](/troubleshooting/balance-not-updated)