2

Reports Introduction

How to access, create and download reports

In the Augmented and Connected Worker platform, there are two types of reports: issue reports and site/element reports.

Issue reports show the information of issue executions while site/element reports show the information of sites/elements regarding an issue.


1. Issue Reports

1.1. How to access issue reports?

To access the issue reports navigate to the left menu and select the "Reports" tab. Then click on "Issue Report".

The issue reports window will open and there you can see all the reports folders already created (if you have already created any). If you want to access a particular report, just click on the folder it's in.


1.2. How to create issue reports?

If you haven't created a folder or report yet, you first need to create a folder. This is because you can only create reports inside folders. 

To create a new folder, simply click on the folder icon in the top left corner and give it a name.

A new folder will appear with the name you gave it. Select the folder by clicking on it. 

A new "Add report" icon will appear above the folder. Click on it to create a new report inside the selected folder. 

A new window will pop up where you can define your report. Start by giving your report a name, then click on the "Issue" field and choose the issue you want the report to be about.

Then, on the right side, select the inputs you want to see in that report by selecting them one by one, or if you want all of them just select the first option "Select all"

Once you have completely customized your report, just click on "Next" in the bottom right corner. 

You will advance to a window where you can see all the inputs associated with the issue you have selected and which will appear in the report you are going to create.  

To finalize the creation of the report, click on "Create".

In this way, all finalized procedures relating to the selected issue will appear in the table with columns filled with the previously selected information.

Note: If you want to filter the information you see in the report table, you can do so by clicking on the "Filter" button located above the table in the top right corner.



2. Site/elements Reports

2.1. How to access site/elements reports?

To access the site/elements reports navigate to the left menu and select the "Reports" tab. Then click on "Site/element Report".

The site/elements reports window will open and there you can see all the reports folders already created (if you have already created any). If you want to access a particular report, just click on the folder it's in.


2.2. How to create site/element reports?

The creation process for sit/element reports is the same as for issue reports. Not only is the process the same, but the layout of the buttons and fields is also similar.

This way, just like with issue reports, if you haven't created a folder or report yet, you first need to create a folder. Then, select the new folder and click on the icon to create a new report. After that give the report a name and choose the site or element you want the report on. Finally, select which information you want to be represented in the report table.



3. Export Reports

You can download your issues and site/elements reports to your device To do that just click on the download button located above the table in the top right corner.  

By clicking on it, a new window will appear to choose in which format you want to export your reports. You can choose between PDF or Excel format. 

Note: The case illustrated here was for downloading an issues report. But the behavior and steps to download a site/elements report are the same.

You can also export several reports at the same time. See here how to export reports in bulk.




If you have any questions please submit a ticket to request technical support.

Still need help? Message Us