Report View

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Report View

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Overview

 

A Report provides specific information on your site's entities - devices, operator groups, device groups, etc.

Access the available reports to check for relevant data and, if necessary, to export it.

 

 

Use the Business Analytics Button button (in the Site 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 "Reports" page, click the name of the report (displayed in light blue) you want to access. This opens the report's report view page.

 

Reports Details_Page_Site

 

Speech Balloon_Button_Option

 

The report view page of a report 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_Site

 

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 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.", etc.).

 

If you mouse over the Info Icon2 icon next to the report's title, you get information on the report.

 

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_Site

 

This section displays the parameters associated to the current report. Ex: This report includes 2 parameters "Device Group" and "Status" with defined values.

 

If one or more of the available parameters are set as editable (this is set at account level), the options will be active so you can temporarily attribute different values to those parameters.

 

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

•Use the Report Select a_Button button, when available, to open a window with the corresponding list and select an item. For more details on this window, see Details on the "Select <entity>" window.

 

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

 

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

 

NoteYour edition will affect the data display in the "Data" section but will NOT be saved into the report.

 

 

Example of available Editable Parameters:

 

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.

 

Selecting "<All>" means the scope of the returned data includes all the device groups in your site.

Status

Filter the returned data by entity 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 for a report that is meant to provide device data, the report will only include data about devices that have a disabled status.

 

 

Available Operations

 

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

 

• Use the Search button reports 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 cleanbutton.

 

•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.

 

To refresh the page's view, use the Tools Refresh Page button.

 

 

hmtoggle_plus1Click Here for Details on the "Select <Entity>" window

 

The name/content of this window is context-based. It opens when pressing the Report Select a_Button button and it provides info/options depending on the option it is associated to.

Ex: If Report Select a_Button is attached to the "Device Group" parameter (in the "Parameters" tab), it will be called "Select a Device Group" and provide a list of the available device groups. for you to choose from.

 

Report Select a Device Group_1_Site

 

Check the Check box of the item you want to select and click Select_report_Button to apply your choice.

 

 

Other Available Operations/Options:

 

Search button reports Use the search box to look for specific list items.

 

a. Enter what you want to search for and, then, click Search button reports 1 OR  press <ENTER> in your PC keyboard to initiate the search.

b. To clean the searched data for a new search or return to a full view, empty the search box and click Search button reports 1  OR empty the search box and press <ENTER> in your PC keyboard OR  click Search button reports clean.

 

 

Configuration Button ReportsUse this button to define which report columns should be displayed.

a. Click Configuration Button Reports to open the list of available columns.

 

b. Check the Check box of the columns you want displayed.

 

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

 

Export Button ReportsThis button exports the displayed report data.

Click it, confirm the download of the "*.csv" export file in the resulting window and save the file in your PC.

 

TIPBe aware that ONLY the displayed columns will be exported. To make sure that all the required columns will be included in the export file, use the Configuration Button Reports option to open the listed columns and confirm they are checked.

 

Tools Refresh PageClick this button to refresh the report's data.