Reporting

The reporting menu is broken down into several sections.

Export Reports to Excel or Word

July 15, 2024|

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 [...]

Print or Export the Route Builder

May 20, 2024|

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 [...]

Service Forecasting / Budgeting Report

November 7, 2023|

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 [...]

Creating Custom Filtered Data Exports

June 27, 2023|

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 [...]

My Reports

October 5, 2022|

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. [...]