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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
...
Collection for which you would like to create a
...
Report.
2. Select the
...
ReportsTab.
...
3. Select the
...
"
...
Create Report/
...
Schedule" tab.
...
4. Select "One Time Report" from the drop-down
...
, as shown below.
...
4.
...
Complete the following information:
Select a time period for the
...
Report
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
...
would like to have the
...
Report delivered in a different timezone)
Select
...
the Assets that you
...
would like to include in the Report
Select "
...
Create Report"
...
4. Report created
- Please note
Note: It
canmay take up to two minutes
to create the reportfor a Report to generate.
...
When the
reportReport is ready, it will appear on your screen.
...
5. To convert
...
a Report to PDF, select
...
"
...
Download PDF,"
...
and the PDF file will be
...
generated.
...
6. Generated
...
Reports
- List
View the list of generated
reports will be accessible to you. You canReports that can be accessed. You can:
View the
reportReport
Upload the
reportReport to PDF
Delete the
reportReport
...
...
Schedule a Report
To schedule a Report, Select the "
...
Create Report/
...
Schedule" button.
Select Report Schedule type
...
:
One-Time Report
Daily Report
Weekly Report
Monthly Report
...
3. Select when in the period for which the
...
Report should be generated.
...
4.
...
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
...
would like to
...
receive the report
...
from another timezone)
Select
...
Assets to be included in the
...
Report
Select "
...
Create Schedule"
...
5. View a list of your Scheduled Reports
...
:
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 beare 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
scheduleSchedule for another
reportReport)
Report Subscribers (i.e. Subscribe users to the
reportReport)
Delete the
reportReport
...
6. Subscribe
...
Report
To Subscribe to a Report, select the Subscribe icon in the
...
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 SUBSCRIBERS
Click "Add as Subscribers"
...