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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.Image Removed

...

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

...

Image Removed, as shown below.

...

4.

...

Complete the following information:

  1. Select a time period for the

...

  1. Report

  2. Provide a Report Title (name the Report)

  3. Write a Report Description

  4. Select the Temperature unit desired (Celsius or Fahrenheit)

  5. Select the desired timezone (if you

...

  1. would like to have the

...

  1. Report delivered in a different timezone)

  2. Select

...

  1. the Assets that you

...

  1. would like to include in the Report

  2. Select "

...

  1. Create Report"

...

4. Report created

  • Please note

    Note: It

    can

    may take up to two minutes

    to create the report

    for a Report to generate

...

  • When the

    report

    Report 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.Image Removed

...

6. Generated

...

Reports

  • List

    View the list of generated

    reports will be accessible to you. You can 

    Reports that can be accessed. You can: 

    • View the

      report

      Report

    • Upload the

      report

      Report to PDF

    • Delete the

      report 

      Report 

...

...

Schedule a Report

...

  1. To schedule a Report, Select the "

...

  1. Create Report/

...

  1. Schedule" button.

...

  1. Select Report Schedule type

...

  1. :

    1. One-Time Report

    2. Daily Report

    3. Weekly Report

    4. Monthly Report

...

3. Select when in the period for which the

...

Report should be generated.Image Removed

...


4.

...

To create the Report, fill in the following information:

  1. Report Title (name of the Report)

  2. Report Description

  3. Temperature unit desired (Celsius or Fahrenheit) 

  4. Timezone (if you

...

  1. would like to

...

  1. receive the report

...

  1. from another timezone)

  2. Select

...

  1. Assets to be included in the

...

  1. Report

  2. Select "

...

  1. 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

    report

    Report

    • View the Report

    • Access the Report Log (i.e. a list of reports that

      have be

      are generated according to

      the schedule

      your 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

      report

      Report)

    • Delete the

      report 

      Report 

...

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"

...