Reporting

Most reports can be exported to PDF, Excel, or Word. The following instructions describe how to export a report to different formats.   First, navigate to any standard report and enter the desired criteria into the report filters. Once finished, click "Preview Report" at the bottom of the screen.   A preview of the report will [...]

It is possible to print or export one or more routes from the route builder. This can be helpful for many reasons including training, or performing manual paper inspections. Within the web portal, navigate to the data you wish to print. You can select a customer, division, route, or zone. Click to the right of the name [...]

The Detailed Task Report is useful for providing forecasting information. It can include up to 6 different tasks and works with any future date range. A common use is to enter extinguisher maintenance tasks such as 12 year hydro, 6 year maintenance, and 5 year hydro, but any task for any type of equipment will work with [...]

It is possible to export data from many of the screens within the system using Advanced Filters. Some of the many uses for filtering include answering questions such as: How many locations or equipment records does a particular customer have? How many fire extinguisher types do I have in my system? How many equipment records are in [...]

The Executive Management report offers a high level overview. This report is great for compliance and management activities. It summarizes inspections per Customer/Division/Route by grouping the total number of Pass, Fail, Skipped, Missed, Incidents and Discrepancies per Equipment Type. Additionally, the Code Reference associated with the failed Questions, the Standard and Reference Codes for the Incidents [...]

The Incident & Discrepancy report can include Incidents, Discrepancies, or both. Filter options allow the report to display only open Discrepancies, closed Discrepancies, or both. Incidents are categorized on this report and filters can limit the report to only specific Incident categories or even a specific Incident. This report is great for compliance because closed Discrepancies [...]

Save Selected Filter Criteria to My Reports is an option that is available on all Reports. This process will save you from the requirement of selecting filter criteria each time the report is generated. There is no limit to the number of filter criteria saves per Report. When this option is selected, a Report Name is required. [...]

The Task Status Report details task status information with the option of highlighting overdue inspections. Summary Graphs are an option on this report. Critical dates included are: Last Done, Next Due and Next Overdue. There is no limit to the number of tasks that can be included on this report.

This is a percentage of completion report. The due as of date can be set to today or any date in the future. It is most effective when the tasks are limited in the filter screen.

The detailed task report offers reporting capabilities for tasks in the future. The filter requires a due as of date, and this date can be set to current month, current year, or any custom future date. It is capable of displaying up to six tasks at a time. It also includes an option to print only [...]