Checking which keys are signed out (Key Book) report

Keeping track of keys that have been signed out of the office will prevent keys from going missing. The Key book report will identify which keys have been signed out and what their expected return date is, allowing you to follow up on any that are overdue.

To create your Key book report:

  1. Click Reporting on the main toolbar
  2. Click Property in the side menu under Reporting Groups
  3. Click Key Book under Property Reports
  4. You can select from several Report Options under Your Report to filter by:
    1. Archived/Active
    2. Order By: Date Out
    3. Filter By: Keys Out
  5. The report can be further filtered, grouped and ordered using the additional tabs under Your Report
    1. Branch Filtering - If you are multi branch, you can select which branches are included in the report
    2. Associated User Filtering - Select single or multiple users to be included or excluded
    3. Report Columns - Deselect any you don't need, such as Office, if you are a single branch
    4. Report Schedule - Allows you to schedule a report for emailing you or a colleague at a specific frequency 
  6. Click Create Report to generate a one off report
    1. You can also Export the report into a .pdf, Excel or .csv document if you prefer to view it in an alternative format
  7. The report will appear as a Page icon next to your login name on the main toolbar. Hover over the icon and click Open next to the report

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