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  1. In the navigation panel on the left side, select collection where you want to create a report
  2. Under the name of collection, Click on REPORTS tab

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  3. To schedule a Report, Select the "Create Report/Schedule" button.

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  4. Select Report Schedule type:
    1. One-Time Report
    2. Daily Report
    3. Weekly Report
    4. Monthly Report

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3. Select when in the period for which the Report should be generated.

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45. To create the Report, fill in the following information:

  • Report Title (name of the Report)
  • Report Description

...

  • Timezone (if you would like to receive the report from another timezone)
  • Type of measurements included in the report
  • Temperature unit (for temperature reports)

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  • Assets

...

  • included in the

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5. View a list of your Scheduled Reports:

  • You will see a report

6. Click on CREATE SCHEDULE

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7. Report will appear on the list of scheduled reports under

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RECURRING REPORT SCHEDULES 

  • You can do the following with the Report
    • View the Report
    • Access the Report Log (i.e. a list of reports that are generated according to your designated Schedule)
    • Edit Schedule (i.e. you can change the Schedule, add another asset to it, and more)
    • Copy Schedule (i.e. copy the Schedule for another Report)
    • Report Subscribers (i.e. Subscribe users to the Report)
    • Delete the Report 

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6. Subscribe Report 

  • To Subscribe to a Report, select the Subscribe icon in the Scheduled Report list.

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  • Select the user(s) you would like to Subscribe. 

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8. Subscribe more than one user to the report

  • Select multiple users from the list
  • Click "Add as Subscribers"

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