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Create, view, and update report profiles

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A Report Profile generates reports. A Report Profile can be configured to meet your reporting requirements. Its settings include the type of report, the devices included in the report, and how frequently a new report is generated. A Report Profile can also be configured to generate an email notification to specific users when a new report is generated.

To view or update a report profile, go to Reports > Active > select the name of of the report profile.

To view a report, your user profile is required to be assigned to the Business Unit or Location of the Devices included in the report. Commonly you are only assigned to what you are responsible for.

To create or update a Report Profile, your user profile is required to be assigned to an Admin role.

How to create a new report profile

  1. Go to Reports > Active.

  2. From the bottom section select + New. A new Report Profile is displayed.

    report-profile-new.png

  3. Enter the Report Name.

  4. Select a Report Type.

    The settings available may vary by the selected Report Type.

    Report types

    The following provides an overview of 72MHz Sync reports.

    Reports only include OneVue Sync Transmitters. 72MHz Analog Clocks, Digital Clocks, and Timers do not transmit data to OneVue and therefore are not included in reports.

    Transmitter Warning-Alarm State Report

    The Transmitter Warning-Alarm State Report includes Transmitters in a Warning or Alarm state. When in either of these states, a device requires attention.

    Report example

    Learn more about the report details.

    transmitter-report.pdf

  5. Configure the Interval settings.

    Setting

    Definition

    Generation Frequency

    Set how often a new report is generated. There are four options, including manual, daily, weekly and monthly. The manual frequency can be set to a specific date range for several report types.

    • Manual: Report is not system generated. To generate the report, the Run Now function is required to be performed by a user. Several report types also allow manual reports to be configured for a specific date range, including data for the current day. To configure a report for a date range, from the Report on Previous setting, select the option Specific Dates.

    • Daily: Report is generated each day at the specified time of the day.

    • Weekly: Report is generated once per week on the specified day of the week and time of the day.

    • Monthly: Report is generated monthly on the specified day of the month and time of day.

    Report on the previous (selection) of History

    The number of days, weeks, months, or specific date range of history included in the report.

    • Days: Includes data from the number of days selected, excluding the day the reported is generated on.

    • Weeks: Includes data for the number of weeks (7 days in each week) selected, excluding the day the reported is generated on. For example if a report is set to include 2 weeks and is generated on a Monday, the report will include the last 14 days of data ending on Sunday.

    • Months: Includes data for the number of months selected based on the day the report is set to be generated on. For example, if set to include 1 month and generated on the tenth day of the month at 8:00 am, the report data starts on the tenth day of the previous month and ends on the tenth day of the current month at 8:00 am.

    • Calendar Weeks: Includes data from Sunday to Saturday (inclusively) for the number of weeks selected. For example if set to include 2 calendar weeks and generated on a Monday, the report includes data from Sunday to Saturday for the previous 2 weeks.

    • Calendar Months: Includes data from the start of the month to the end of the month (inclusively) for the number of months selected. For example if a report is set to include 2 calendar months and generated Monthly, the report will include data for the two prior months.

    • Specific Dates (only available for Manual generation frequency): Includes the data for the date range set in the From and To settings.

  6. Add users that are to receive an email notification when a new report is generated.

    To add a user, from the Add Users drop-down list select a user and select Add. All users added are displayed.

    Setting

    Definition

    Send To

    When a new report is generated, each user added receives a report notification email and the report is listed on their Dashboard To Do list.

  7. Configure the data that is to be included in the report.

    Setting

    Definition

    What (varies by solution & report type)

    This selection identifies what the report will include. What's displayed will vary based on the report type selected. The report type selected is based the OneVue solution deployed at your facility.

    To add items to the report, select the options available from the drop-down list and repeat as required. The table will list what's included in the report.

    • OneVue Sense: add Monitored Assets.

    • OneVue Sync with 72MHz devices: add Transmitters.

    • OneVue Sync with Bluetooth devices: add Bridges, Clocks, and Repeaters.

    • OneVue Sync with PoE devices: add Clocks.

    • OneVue Notify with Critical Notifications: add InfoBoards Groups and Transmitters.

    • OneVue Notify with Bell Scheduling: add Bell/Timer Schedules.

    If a Business Unit or Location is added, all items assigned to the Business Unit or Location are included. If a Business Unit or Location is a parent to other Business Units, all of its child Business Units or Location assigned items are included. Adding a Business Unit(s) can simplify managing what's included, eliminating the need to add single items individually.

    Fields to Include

    The fields to be included in the report and the fields available vary by the selected report type.

    Sort By

    Not available for all Report Types

    The single field report data is sorted by

    Group By

    Not available for all Report Types

    The single field report data is grouped by. The report is grouped in sections by the field selected and the sections are sorted alphabetically in ascending order.

  8. When done, select Save.

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