Export by location
Choose one or more locations and receive a separate worksheet tab for each selected location in the output workbook.
Reports and notifications
Turn SDS activity into usable reports and notifications.
Export the inventory data you need, preserve filters in the output and let each administrator choose the portal events that should trigger an email notification.
Information that travels
Export a focused view instead of a generic spreadsheet.
The Reports window exports selected data to Excel. Choose locations, document status, inventory status, date cutoffs and output columns, or carry the table filters already active in the administrative dashboard into the report.
- ✓Create Excel reports with location-specific tabs
- ✓Carry keyword, location, pictogram, Smart Tag and inventory filters into reports
- ✓Configure administrator email notifications for portal events
Operational visibility
Keep the data and alerts aligned with the task at hand.
Use reporting for structured inventory outputs, portal statistics for a view of system use and notifications to keep administrators aware of selected changes.
Preserve useful filters
Bring an active table view into the report rather than starting a new selection process from scratch.
Choose meaningful alerts
Administrators can opt into email notifications for events such as employee requests, fulfilled records and deleted records.
See the system in action