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Please note, Reports are created on Collection level (the facility, region etc.)

One-Time Report

1. Select the collection that you want to create a repor

2. Select the Report Tab

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3. Select the button "CREATE REPORT/SCHEDULE"

4. Select "One Time Report" from the drop down box

4. Fill in information to create the report

1. Select time period for the report
2. Write Report title
3. Write Report Description
4. Select Temperature unit (Celsius or Fahrenheit)
5. Select timezone if you want to have the report in a different timezone
6. Select ASSETS that you want to include in the Report
7. Select "CREATE REPORT"

4. Report created

• Please note: It can take up to two minutes to create the report. 

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• When the report is ready, it will appear on your screen

5. To convert the report to PDF, select the "DOWNLOAD PDF" button and the PDF file will be uploaded

6. Generated reports

• List of generated reports will be accessible to you. You can 
  • View the report
  • Upload the report to PDF
  • Delete the report 

Scheduled Report

1. Select the "CREATE REPORT/SCHEDULE" button

2. Select Report Schedule type i.e 

1. Daily Report
2. Weekly Report
3. Monthly Report

3. Select when in the period the report should be generated

4. Fill in information to Create the report

1. Report Title 
2. Report Description
3. Temperature unit
4. Timezone (if you want to have the report in different timezone)
5. Select ASSETS to be included in the report
6. Select "CREATE SCHEDULE"

5. Scheduled Reports list

• You will see a list of scheduled reports
• You can do the following with the report
  • View Report
  • Report Log i.e. list of reports that have be generated according to the schedule
  • Edit Schedule i.e. you can change the schedule (add another asset to it for example)
  • Copy Schedule i.e. copy the schedule for another report 
  • Report Subscribers i.e. Subscribe users to the report
  • Delete the report 

6. Subscribe Report - Select the Subscribe icon in the scheduled report list

• Select user to subscribe 

8. Subscribe more than one user to the report

• Select users from the list
• Press "ADD AS SUBSCRIBERS"

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