Inventory Research Report

Prev.Next

Create an Inventory Research Report
Reporting Frequently Asked Questions

In addition to the many standard reports you can request on SafeKeeperPLUS.com, you may also generate a report based on an Inventory Search query. This is particularly useful when an inventory search returns more than 250 records.

NOTE: If you do not have authorization to request reports, you will not have authorization to request an Inventory Research report.

TO CREATE AN INVENTORY RESEARCH REPORT:
Back to top

1. Choose Inventory Research from the SafeKeeperPLUS.com Main Menu to open the Inventory Research section of SafeKeeperPLUS.com.
2. Enter the desired search criteria, and then click Search for Inventory. If information is missing or incorrect, you will receive an error message. Otherwise, the query will be submitted.
3. If inventory was found matching your search criteria, the items will be listed and a link will appear at the top left of the screen: Request Report using Search Criteria.
4. Click the link and you will subsequently be prompted for the information necessary to generate a report.
5. Choose your desired sort method from the drop-down list and then choose at least one delivery method. If information is missing or incorrect, you will receive an error message. Click the Go Back button to return to the report parameters screen.
6. SafeKeeperPLUS.com will now ask for specific information regarding the delivery options you selected in Step 4. If a default value exists for your account, the fields will automatically populate with that information. For example, if you request to have a report e-mailed to you, and you have a valid e-mail address on file with Iron Mountain, a box like this will appear:
   E-mail: .
7. After entering the delivery information, click the Submit Request button. If information is missing or incorrect, you will receive an error message. Click the Go Back button to return to the delivery details screen.
8. A confirmation page will appear providing a confirmation number for your request. You are strongly encouraged to print this screen or record this number manually. It is the only way we can verify that your report was submitted to our system.
9. If your request was submitted by midnight, your report will be shipped the next day by 5 p.m. Thus, if you requested an e-mail report, you will most likely receive it one day after your request!
10. For more detailed information on report requests, click here.

Back to top