The Saved Reports function is a powerful feature in most modules. You can filter for content (either using the browse or search panel) and load the filtered data into a specific report template. The combination of the filtered data and template report creates a custom report. A custom report can be generated once, or “Saved” so it can be referenced in the future. It can also be made “public” so that all users have access to the report created, and not just limited to the person who created the custom report.
Why do I need saved reports?
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Create a derivative report from a template (.rpt) and filter criteria
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Define level of detail for the report content
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Apply a highlight color for a detail level
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Define custom name as listed in the report center
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Define custom header and sub header within the report
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Define if report is private or public
How to use the Reports?
A project would like to generate a custom report listing only Punchlist records by a contractor(s) such as only Electrical and Instrumentation companies responsible to complete the punch items. A user would filter by the appropriate disciplines and companies, then select the desired report then save the report as a new report. They would enter in a name (e.g. E&I Punches by Contractor) then determine if they would like to keep private only for the user creating the report, or made public so any user who has access to the punch module would immediately see the new filtered report.
How do I access the saved Reports?
There are two ways to access the saved reports.
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Switchboard Report Center: You can easily filter for the saved reports by using the report name and tool. For example, if you are looking for a new punch report, then enter in “punch” into the tool column header. Upon text entry it will automatically filter any saved report within the punch module. Add additional filter by putting in a descriptor into the “report name” search column.
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Module Report Center: You can filter for any custom report within any module they are working in by applying descriptor text in the report name column. Saved reports can be easily identified by the 2nd column where it will show either a person’s name or public classification.
How to create a Saved Report
A saved report is used when a report must contain specific information and would be access in a repetitive manner. To create a saved report, enter filter criteria, select a report and reporting detail level(s), and Press save.
Enter New Report Name: ensure the report name and its associated header/sub header text are very explicit and reflect the report and its content.
Keep Private or Publish Report: If a report is meant to be shared among other users, select the PUBLISH button. This will then take the custom report and enable other users to access from both the switchboard and module report centers.
Detail Level is an advanced option for reporting where a user has control over what hierarchy they wish to report at. For example
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If only the Plant and subsystem are selected, the report would only provide summary counts and percentages, and not “index” records
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If Plant, subsystem, details and sub-details are selected then it would still provide summary counts and percentages, but then list specific records