Coming Soon: Here’s What’s to Expect in the 7.7 One-Key App Update

The Tool Management Reporting feature will break down the report building process into 3 simple steps:   

1. Item selection. Step 1 will allow you to: 

1. • Organize and prioritize the data that’s yielded in your report by two (primary and secondary) levels of grouping, such as by Places, People, item Status, or Category.
     
   • Select up to 5 criteria related to your inventory items. These “Display” options can be rearranged in your report with a simple drag and drop display menu so you’ll be able to prioritize certain relevant information about your tools and equipment you want to report out on. Options include: Model/Description, Tool Number, Days on Site, Last Seen, Value, Barcode Number, Place they’re assigned to, Person they’re assigned to, Status, Serial Number, Division, Manufacturer, Last time scanned, Purchase Date, Purchase Location, Coin Cell Level.
     
     
   • Additional finetuning “filters” such as displaying One-Key compatible tools.
     
     
2. Report formatting. With step 2, you will be able to:
   
   
   • Name/rename your report.
     
     
   • Add contact info for both your company and customers. 
     
     
   • Include relevant notes for your report recipient. 
     
     
   • Include a high-level summary of what’s included in your report.
      
   • Include a signature for a signoff. 
     
     
3. Download options. In step 3, you’ll be able to:
   
   
   • Preview your report and make sure everything looks as it should.
     
     
   • Download your report as either a PDF or CSV, so you can save to your computer and print off or email it to its recipient.