How to Create a Report
Reporting Frequently Asked Questions
The primary objective of the reporting module is simply to allow customers to request reports via SafeKeeperPLUS.com, the main benefit being that these reports will generally be received at least twice as fast as the current method. Additionally, these reports will cost less as they require less effort to produce. You can request a variety of reports, and choose to have a printed report mailed traditionally or have the report e-mailed to you as an attached CSV file. Valuable account information will be available in these reports, as well as a variety of inventory reports. Reports submitted by midnight EST will be shipped the next day by 5 p.m. In the case of an e-mail request, it is likely that the report will be received the next day.
Customized language formatting: You can set a preferred language, and date and time formats for
reports. This feature is especially useful when you are requesting a
report for another person who uses a different language, and date and time
formats than those you set as your User Preferences.
Note: The special preference settings apply only to the
report being ordered. If you do not set any special preferences for the
report, the report will be formatted according to the preferences you set in the
User Preferences window.
For e-mailed reports, the e-mail translates to match
the language of the attached report. However, the date and time stamps in
the heading of the e-mail cannot be custom-formatted.
For hard-copy reports, the following items will
not be translated into the preferred language:
However, the second and third line of the title header, all column labels,
and total labels (i.e., total amount) will be translated.
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COMPRESSION OPTIONSBack to top
When you have a report delivered by e-mail, we can automatically compress the file so that the file you receive is condensed to a physically smaller size. Because the file is smaller, you will be able to download the file faster when it arrives attached to your e-mail. The file will still be a CSV file, but you will have to uncompress it first.
If you choose to compress your file, there are several methods you can use. The method you choose will typically depend on the computer system you are using. The following display illustrates the options available on SafeKeeperPLUS.com:
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Complete Inventory ReportThe complete inventory report is a cumulative representation of all current box inventory. It excludes withdrawn and destroyed materials. This report is the primary research tool regarding your account with Iron Mountain. On SafeKeeperPLUS.com, the following sort options are available:
Destruction Eligibility Report
The destruction eligibility report lists records in inventory with a destruction date equal to or prior to the date specified. This report can be used for destruction review, and can be highlighted and sent back to Iron Mountain with a cover letter to initiate the destruction of boxes. On SafeKeeperPLUS.com, you can sort by:
File Inventory ReportThe file inventory report lists records of all files in inventory for the selected file type for that division/department. This report does not include withdrawn and destroyed files. You can search files for the Current Department Only or All Customer Departments. The sort options vary by file type selected. You can choose to have the report sent to you by e-mail or the postal service.
Cost & Activity Report
The Cost & Activity report summarizes billing activity for the specified invoice billing period. This report can be used for cost allocation and budget preparation. If your login allows, you can run this report for current department only, all departments in the current division, all departments in the current division with page breaks inserted by department, all customer departments, or all customer departments with page breaks inserted by department.
The Customer Classification report is a listing of the departments, record codes and retention information for the current customer. This report can be used to ensure proper classification of your records. If your login allows, you can run this report for current department only, global departments, all departments in the current division, or all customer departments.
Reference History Report
The Reference Report displays boxes and/or files that were referenced (outcarded and/or refiled), permanently withdrawn or destroyed for a given date range. You can include in the report the reference history for the current department only, all departments in the current division, or for all customer departments.
Cubic Foot Summary Report
The Cubic Footage Summary Report summarizes a customer's inventory by type of box. This report can be generated for a specified billing period or all inventory. This report may be used to determine how much cubic footage a customer stores at Iron Mountain.
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