Saved Reports

For the sake of this article, all Reports, Charts, Graphs and Lists will be referred to as Reports.

Save a report template for reuse to save time in the next instance the User needs to view the same report. Report templates are User specific and will only be available to that User and only on that same Report. Separate templates will need to be saved for each individual report type.

To save a template use the following steps.

1. Choose the report criteria you desire from the dropdown lists and buttons found on the filter.

   

2. Give your template a unique name.

   

3. Click the 'Save Template' icon

   • The new template will now appear in the dropdown selection menu

   • Select the 'Trash' icon should you choose to delete the template.

Schedule A Report

Reports can be scheduled to launch on a specific time and date and on a repeated cycle if desired.

1. Give the Schedule a Description, i.e. Weekly Downtime Occurrence, Daily Dispatch History.

2. Select the Recipients to receive the report or chart when generated.

3. Choose the Template to schedule

4. Select the Delivery Formats (PDF is standard. CSV & XLS will be delivered when available. If the report doesn't have CSV/XLS support the report email will notify users it wasn't supported. In this case users can still click the View Report hyperlink and find export options there if available. (Dispatch Summary for example can't send CSV through email but can still export as CSV from the View Report link)

5. Select the Next Scheduled Date the report is to run.

6. Choose Recurrence for how often to run the scheduled report. Choosing ‘Daily’ will pull up an optional menu to select specific days of the week.

7. Inactivate button is to turn off the schedule without deleting this schedule.

8. Save.

*Note: When filling out the report form if you use Start Date/Time and End Date/Time, the report will always keep that date when its scheduled and sent. 

Scheduled Reports: Pareto Vs PDF

Sometimes you will notice the details vary between PDF version and the report link included in the same email for a recurring scheduled report. 

Here is why: 

The accompanying pdf is a snapshot of that exact data at that precise time.  As a snapshot, the pdf won't change, no matter what time it's opened: 10 seconds after it's delivered, 10 minutes, or 10 days.

When you click on the report link, you tell the system to fetch you that data right this (that) instant. Keep in mind:  The farther removed from the specified time frame it is when you click on the link, the more likely it is that your returned results will be different from the results generated when links are clicked earlier. 

Pareto Chart FAQ

• Why are my Action & Component minutes different than the regular downtime minutes? Answer