Customer Tip: How to Set Up Custom Reports

Ever feel like you’re drowning in data? KeyTrak systems provide multiple key control reports, but sometimes you need a more focused view. Custom reports allow you to mix and match data, giving you a concise picture of the information that matters most to you. In this post, we’ll walk through how to set up custom reports in KeyTrak Edge and KeyTrak Guardian systems.

Setting Up Custom Reports in KeyTrak Edge

• Navigate to Reports and select Add Custom Report.
  
  
  
  
• Name your report, then select an option from Report Type.
  
  
• Select the fields you want and click Next.
  
  

• Review the report.
  
  

Setting Up Custom Reports in KeyTrak Guardian

• Navigate to Reports and select Custom.
  
  
  
  
• Click Add Report.
  
  
  
  
• Name your report, then select an option from Report Type.
  
  
• To add data fields to your report, move items from the left list to the right list by selecting them and clicking the right arrows.
  
  
• To change the order, select an item, and use the up or down orders to move it to your desired position.
  
  
• Click Next to review the report, then select Finish.
  
  

By setting up custom reports, you'll gain a clear picture of key usage, empowering you to optimize your security strategy.