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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 Monitored Assets 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 Monitored Assets 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 Sense Monitor reports.

    Asset Summary Report

    Report provides the daily reading summary and the event history of Monitored Assets. The daily reading report data includes the calculated average, minimum and maximum readings of all readings for each day, the count of readings per day, and a summary for the report time period. The event history includes alert acknowledgments and comments, logged alert resolutions, and state-change comments.

    Report example

    Learn more about the report details.

    New_Asset_Summary_report_Page_1.jpg
    sense-asset-summary-report_Page_2.jpg

    Probe Replacement Report

    Report provides lifespan data for OneVue Probes with CertiTrak. Probe data includes the first use date, last testing date, and days to replacement.

    Report example

    Learn more about the report details.

    probe-replacement-report.pdf

    Alert Evaluation Report (temperature sensors only)

    Report provides an analysis of temperature data and operating conditions collected by OneVue Temperature Sensors for the previous 7 days and recommendations based on the computed data. The report is designed to provide the information needed by staff to detect patterns and serve as a source of intelligent, computed data to support decisions or analysis of monitored temperature conditions.

    Report example

    Learn more about the report details.

    alert-evaluation-report-example.pdf

    OneVue Audit Report (restricted to Account Admin role)

    Report provides an audit log of user login activity and configuration changes for the OneVue Sense solution. The report also includes sensor return material authorization (RMA) details that occurred during the report date range. This report is designed to meet the auditing, compliance, security, and governance policies of many regulated enterprises.

    Report example

    Learn more about the report details.

    onevue-audit-report.pdf

    BU (Business Unit) Activity Report (restricted to Account Admin and Business Unit Admin role)

    Report provides details of Monitored Asset and Sensor setting changes and user log in activity specific to a Business Unit. This report is helpful when you need to know when and who made a setting change.

    Report example

    Learn more about the report details.

    bu-activity-report.pdf

    Monitored Asset Reading History Report

    Report provides all reading history of a Monitored Asset.

    Report example

    Learn more about the report details.

    monitored-asset-reading-history.pdf

    Monitored Asset State History Report

    Report provides all state change events of a Monitored Asset, including the date and time of each state-change event, event details, and state-change comments added by users.

    The Event History identifies if the change was a System Change or User Change.

    Report example

    Learn more about the report details.

    monitored-asset-state-history.pdf

    Monitored Asset Exception Report

    Report provides the Monitored Assets that were in a Warning or Alarm state during the report date range. The report data for each Monitored Asset includes its reading history and state change events. The state change events include alert acknowledgments, state change comments, and corrective actions logged from alert resolutions.

    Report example

    Learn more about the report details.

    monitored-asset-exception.pdf
    sense-monitored-asset-exception-report_Page_2.jpg
    sense-monitored-asset-exception-report_Page_3.jpg

  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, and is limited to six days of data.

    • Weekly: Report is generated once per week on the specified day of the week and time of the day, and is limited to three weeks of data.

    • Monthly: Report is generated monthly on the specified day of the month and time of day, and is limited to twelve months of data.

    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.

    Custom day boundary

    Only applies to the Asset Summary Report

    Sets the 24-hour time period for each day.

    Example of when the Custom day boundary setting would be enabled

    Staff reviews the daily Asset Summary Report at 7 AM each morning to confirm no temperature excursions had occurred overnight. By default, the daily report will include the readings for the previous 24-hour calendar day, which would be from 12:00 AM to 12:00 AM. Since they need to also verify readings from overnight (after 12 PM), the Custom day boundary setting is needed to be enabled and the 24 hour time period would be set 8 AM to 8 AM to confirm no temperature excursions had occurred overnight. With this configuration, the daily Asset Summary Report would then include all readings logged starting at 8 AM of the previous day to 8 AM of the day the report is generated.

    Additional consideration: sensor check-in frequency

    To ensure reports include all logged readings for the specified 24 hour period, the sensor's Check-in Interval frequency must be set to 1 hour. When set to 1 hour, all logged readings are sent to OneVue hourly. By default, this setting is set to every 8 hours. When set to a 1 hour Check-In frequency, Primex recommends a sensor is powered by AC or PoE.

  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.

    States to Include

    Only applies to Asset Summary Report and Monitored Asset Exception Report

    Sets the Monitored Assets to be included by their State for the report time period. By default, Normal, Warning, and Alarm are selected which indicates Monitored Assets in all three state will be included in the report. To exclude a state, deselect its checkbox.

  8. When done, select Save.

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