Report Details

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Report Details

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Overview

 

A Report provides information on a variety of MCL-Mobility Platform entities - devices, sites, operator groups, device groups, etc.

Each report is based on a report template and returns entity-specific data.

 

You can open a page that displays the report's returned information - a report view page - and you can open its details page to edit its settings.

See Report View Page below and Report Details Page.

 

 

Report View Page

 

This page allows you to view the report's returned data, view its parameters and temporarily edit them (if they are editable) and export the data.

 

Use the Business Analytics Button button (in the Admin Dashboard's "Control Panel") to access the "Reporting" sub-module.

 

Account Control Panel_Business Analytics

 

Click Reporting Sub Module Button .

 

Reports Management_Page_List View

 

In the resulting "Reports" page, click the name of the intended report (displayed in light blue) to open the corresponding Report View page.

 

Reports Details_Page

 

Speech Balloon_Button_Option

 

This page includes 2 sections, a "Data" section which is open by default and a "Parameters" section (hidden to the left) that can be expanded, if necessary.

 

"Data" section

 

This section displays the data returned by the selected report which is aggregated according to its defined parameters (you can expand the "Parameters" section to check which parameters, if any, have been set for the current report).

 

Reports Details_Page

 

This section provides the report's internal reference (ex: "REP-1"), the report's title (ex: "Configuration per Device") and a table with the data that is meant to be returned by the selected report.

 

Ex: This report is based on the report template "Device List - Config" - it is meant to return a device's configuration related data so the table is made up of columns that convey that type of information ("Device Ref.", "Device SSN", "Device Name", "Device Status", "Device Type", "Site Ref.", "Site Name", "Device Group Ref.", etc.).

 

If you mouse over the Info Icon2 icon next to the report's title, you get the content of the report's "Description" field. This field is available in the report's details page. See Report Details Page.

 

Report_Info

 

 

"Parameters" section

This section is hidden by default. You must click Parameters area open (upper left corner) to expand the section.

 

Reports Parameters_Page

 

This section displays the parameters associated to the current report.

Ex: Since this report is based on the report template "Device List - Config", it is possible to define a specific site, device group and/or device status to restrict the returned device related information. In this case, there are no specific values defined for this report's parameters - the displayed list includes all the devices paired to the account.

 

If one or more parameters of the selected report are set as editable (you can define which parameters can be edited in the report's details page), you can temporarily edit the parameters in this section.

 

Open the drop-down, when available, and select a listed element.

Use the Report Select a_Button button, when available, to open the corresponding list and select an item.

 

If there is a Info Icon2 icon, you can mouse over it to check its information.

 

Example of available Parameters:

 

Site

Limit the returned data to a specific site by selecting it from the site list provided by the drop-down.

As an alternative, click Report Select a_Button to open a window listing the available sites and select one.

 

Selecting "<All>" means the scope of the returned data includes all the account's sites.

Device Group

Restrict the returned data to a specific device group. Select a device group from the drop-down.

As an alternative, click Report Select a_Button to open a window with a list of available device groups and select one.

 

Keeping option "<All>" means the scope of the returned data includes all the device groups of a specified site or the account (it depends on the value set in the "Site" parameter).

Status

Filter the returned data by status. Select a status from the drop-down.

 

If you select "<All">, the status of the source entity for the returned data will not matter. If, for instance, you select the "Disabled" status, the report will only include data about entities with that status.

 

To apply the new parameter values and view the filtered data in the "Data" section, click the Apply button Reports button.

 

NoteThis parameter edition is NOT permanent. It ONLY lasts while this page is open. To apply a permanent change, access the report's details page and save your edition there.

 

TIPMouse over the Info Icon2 on the right of the status field to see details on the field. This info is from the chosen template.

 

Report Template_field_Info

 

 

 

Report Details Page

 

This page is where you define/edit the report's settings.

 

In the Admin Dashboard's "Control Panel", click Business Analytics Button and, then, Reporting Sub Module Button .

 

Account Control Panel_Business Analytics

 

This opens a page with the available reports.

 

Reports Management_Page_List View2

 

Select the report whose settings you want to view by checking the corresponding Check box and click Edit Header Button. This opens the selected report's details page.

 

New Report_Page_Properties Area Editing

 

Speech Balloon_Button_Option

 

This page is divided into the "Report Properties" and "Parameters" tabs and a "Data" section.

It is always set to edit mode to allow you to change its properties and/or parameter values.

 

"Report Properties" tab

 

The "Report Properties" tab allows you to:

 

choose the report template that will be the basis for your report;

define a name for the report and a report title to be displayed in the "Data" section;

enter a description for the report.

 

"Parameters" tab

 

Report Details_Page_Parameters Tab

 

This tab includes the parameters compatible with the report template you have chosen.

For instance, if the report template is meant to return device data, this tab is likely to provide the "Site", "Device Group" and "Status" parameters. If you set values for those parameters, it will filter the report's returned data.

You can define parameter values for your report and, also, set them as editable so that any user that accesses the Report View page for this report can edit them in that page, if required.

Mandatory parameters, are marked with an asterisk (*).

 

For more detailed information on the editing of these tabs, see Editing a Report.

 

To permanently apply your edition, click Save Header Button. To close the page without saving any changes, select Cancel Header Button_New .

 

"Data" section

 

This section, located to the right of the page, displays the data returned by the current report.

You can control the data display, refresh and export the report's data.

 

See Available Operations below for more details.

 

 

Available Operations

 

Use the Parameters area open and Parameters area close  arrows (top of the page) to expand and collapse tab area.

 

Search button reports Use the search box to look for specific listed elements.

 

a. Enter what you want to search for.

b. Click Search button reports 1 or press <ENTER> in your PC keyboard to initiate the search.

c. Use one of the following to clean the searched data to start a new search or return to a full view:

empty the search box and click Search button reports 1;

empty the search box and press <ENTER> in your PC keyboard;

click the Search button reports clean button.

 

Use Configuration Button Reports to show/hide report columns. The listed columns depend on the report type/data it is meant to return.

 

a. Click Configuration Button Reports (located on the upper right corner) to access the list of available columns.

 

b. Select the column(s) to be shown by clicking the corresponding Check box.

 

c. Click Configuration Button Reportsto hide the list again and apply your changes.

 

Click Export Button Reports to export a "*.csv" file with the report's returned data.

 

TIPSince the export ONLY includes the currently displayed information, make sure the page contains the intended columns/data before you begin the export. Click Configuration Button Reports to open a list with the report's existing columns and make sure the required columns are selected. Once you are done checking the columns you need, click Configuration Button Reports again to close the list.

 

a. Click Export Button Reports and Dowload_report_Button in the resulting pop-up window.

 

Reports_Export_1

 

An "MP_<report name>_<time stamp>.report.csv" file is, automatically, generated (ex. "MP_Devicelist config v1_211210112045.report.csv").

 

b. Conclude the export operation by saving the Excel file in your PC - select the intended PC location from the OS browse window and save it.

 

Click Tools Refresh Pageto refresh the data display of the "Data" section.