Manage Reports

This page allows you to design, modify, and schedule custom and standard reports. Reports are displayed on two tabs: Custom Reports and Standard Reports.

To filter report results, select a filter from the For Column drop-down list, enter or select filter constraints and click Apply Filter. For example, to show reports for "Building 1", select Name, enter "Building 1", and click Apply Filter.

Custom Reports

A table contains all custom report design definitions. Items in the table include:
Name - The report definition name. Click the report name to modify the report definition.
Description - The description given to the report definition by the user who saved it.
Scheduled - Indicates if this report definition has been set up to run on a schedule.
Run Status - Indicates if the report is complete, running, suspended, not running, or when a scheduled report will be run next.
Run Report - Click on the PDF icon to run the report in PDF format. Click on the Microsoft Excel icon to run the report in Excel format.

Click Create Custom Report to access the report designer.
Click Import Custom Report to retrieve a custom report definition from your local file system. Browse for the report definition (.RDL file) and then click Import.
Actions - Indicates what actions you can take for the report, including:
Create/Replace Schedule - Create a new or replace existing schedule(s) for the selected report(s). The new schedule will overwrite any existing schedules.
Append Schedule Events - Add additional dates to the report schedule.
Append E-mail Recipients - Add additional e-mail recipients to the report.
Suspend/Resume Schedules - Suspend active report schedules or resume schedules that were previously suspended.
Cancel Schedules - Cancel the report schedule, so the report will no longer be run or e-mailed.
Delete Reports - Delete the custom report definitions from the system. Note that no data is deleted, only the report definition.
Export Report - Export the report definition to RDL format and save it to a local drive. Use this feature to create generic reports and reuse those report definitions. You can also back up reports to a local directory.
View/Edit Report Schedule - Modify the report schedule.

A table contains all custom report design definitions. Items in the table include:
Name - The report definition name. Click the report name to modify the report definition.
Report Type - The type of standard report.
Report Content - Displays the elements included in the report.
Scheduled - Indicates if this report definition has been set up to run on a schedule.
Run Status - Indicates if the report is complete, running, suspended, not running, or when a scheduled report will be run next.
Run in Background- Click on the PDF icon to run the report in PDF format.

Click Create Standard Report to create a new standard report.
Actions - Indicates what actions you can take for the report, including:
Create/Replace Schedule - Create a new or replace existing schedule(s) for the selected report(s). The new schedule will overwrite any existing schedules.
Append Schedule Events - Add additional dates to the report schedule.
Append E-mail Recipients - Add additional e-mail recipients to the report.
Suspend/Resume Schedules - Suspend active report schedules or resume schedules that were previously suspended.
Cancel Schedules - Cancel the report schedule, so the report will no longer be run or e-mailed.
Delete Reports - Delete the standard report definitions from the system. Note that no data is deleted, only the report definition.
View/Edit Report Schedule - Modify the report schedule.
Rename Report - Enter a new name for the report.

Possible Error Messages