At Hofy, we understand the significance of collecting and accessing data efficiently. To support this, we have developed a feature on the Hofy platform that allows organization managers to download an XLSX file for a more detailed status report of your organization's team members, orders, contracts and shipments.
With our platform's download feature, you can easily access all the information you need in a single file. For a comprehensive overview of your data with Hofy, you may download XLSX reports from the 'Team Members', 'Orders', 'Contracts' and 'Shipments' tabs.
[ACCORDION] Team Members
From the 'Team Members' tab, you may streamline your search by filtering by country, team, products or status. When you download the report from the Team Members tab, you'll also be able to view the following fields:
work and personal email addresses
address
[ACCORDION] Orders
From the 'Orders' tab, you may head over to the 'Status' options where you can filter by delivery status (processing, ready to ship, shipped, completed or cancelled). This tab will also help you track the orders of each team member by providing an overview of your products, rental prices and country assignments.
For further analysis of your orders, download the report from this tab to access the following information:
team name
variant style and/or size (ie. keyboard language)
device serial number
order date, delivery date
contract number
[ACCORDION] Contracts
Review the status of the all of your organization's equipment contracts in one spot, using the 'Contracts' tab. From there, you may trim down your search by team or team member or filter by the contract status to view pending, active, ended or cancelled contracts.
When exporting your contracts, you'll have more information at your fingertips, including:
order date, contract active date and projected end date
country and applicable country multiplier
contract type (rental or purchase), rental term and billing frequency
list price, total contract price and billing frequency discounts
months remaining on the contract
selected end of contract option (for rental contracts)
contract end date, applicable cancellation and purchase fees for ended contracts
[ACCORDION] Shipments
While on the 'Shipments' tab, you may sort your orders by the 'Shipment type,' whether it's for a delivery, collection, or transfer shipment or filter by its 'Shipment status'. From here, you can click into any of these orders to access their shipment tracking link.
For additional shipment tracking information, export the XLSX file at the top of the page to view:
courier
tracking reference number
tracking link
[ACCORDION] Assets
If you are on our newest terms and have access to Hofy’s Asset Tracker, you’ll be able to view your entire equipment estate on the ‘Assets’ tab. Orders placed on the platform will automatically appear here and you may upload assets procured from other suppliers using our ‘Bulk upload’ wizard or one-by-one.
You’ll be able to filter by the asset’s status, country, location (with user, in storage or in transit) or owner.
For further insight into your equipment estate, download the XLSX to view:
equipment category
device serial number
purchase date
rental start date
If you have any questions or encounter any issues while trying to download an XLSX file from the Hofy platform, please do not hesitate to reach out to the Hofy support team for assistance. You can reach us via our help widget when logged into the platform or please fill this contact form and select Deel IT.