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You can create two types of reports; One time report and Scheduled reportPlease note, :
- One Time Report, or
- Scheduled Report
Note: Reports are created on the Collection level (the facilityFacility, Region, region etc.).
One-Time Report
1. Select the
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Collection for which you would like to create a
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Report.
2. Select the
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ReportsTab.
3. Select the
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"
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Create Report/
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Schedule" tab.
4. Select "One Time Report" from the drop-down
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, as shown below.
4.
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Complete the following information:
- Select a time period for the reportWrite Report titleReport
- Provide a Report Title (name the Report)
- Write a Report Description
- Select the Temperature unit desired (Celsius or Fahrenheit)
- Select the desired timezone (if you want would like to have the report Report delivered in a different timezone)
- Select ASSETS the Assets that you want would like to include in the Report
- Select "CREATE REPORTCreate Report"
4. Report created
- Please noteNote: It can may take up to two minutes to create the reportfor a Report to generate.
- When the report Report is ready, it will appear on your screen.
5. To convert
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a Report to PDF, select
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"
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Download PDF,"
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and the PDF file will be
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generated.
6. Generated
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Reports
- List View the list of generated reports will be accessible to you. You can Reports that can be accessed. You can:
- View the reportReport
- Upload the report Report to PDF
- Delete the report Report
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Schedule a Report
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- To schedule a Report, Select the "
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- Create Report/
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- Schedule" button.
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- Select Report Schedule type
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- :
- One-Time Report
- Daily Report
- Weekly Report
- Monthly Report
3. Select when in the period for which the
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Report should be generated.
4.
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To create the Report, fill in the following information:
- Report Title (name of the Report)
- Report Description
- Temperature unit desired (Celsius or Fahrenheit)
- Timezone (if you want would like to have receive the report in different from another timezone)
- Select ASSETS Assets to be included in the reportReport
- Select "CREATE SCHEDULECreate Schedule"
5. View a list of your Scheduled Reports
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:
- You will see a list of scheduled reports under Recurring Report Schedules
- You can do the following with the reportReport
- View the Report
- Access the Report Log (i.e. a list of reports that have be are generated according to the scheduleyour designated Schedule)
- Edit Schedule (i.e. you can change the schedule (Schedule, add another asset to it for example, and more)
- Copy Schedule (i.e. copy the schedule Schedule for another report Report)
- Report Subscribers (i.e. Subscribe users to the reportReport)
- Delete the report Report
6. Subscribe
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Report
- To Subscribe to a Report, select the Subscribe icon in the
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- Scheduled Report list.
- Select the user to subscribe (s) you would like to Subscribe.
8. Subscribe more than one user to the report
- Select multiple users from the list
- Press "ADD AS SUBSCRIBERSClick "Add as Subscribers"
