Overview - How to Create Custom Report
In order to create a new Custom Report, you will need to complete the following basic steps:
Complete the following steps to create a Custom Report.
Note: You can select the headings below for more detailed information on each step in the process.
Step 1: Define the Report Configuration
1. Access the Define Configurations page, as described in the Define Custom Report Configuration article.
2. The Define Configurations page is displayed.
3. Select the New button.
4. The Add Configuration page is displayed.
5. Enter a name for the report configuration in the Configuration Name field.
Note: The Configuration Name is used to identify the specific configuration, and is also the value that will be displayed in the drop-down selection list used for selecting configurations.
6. Enter a title for the report configuration in the Configuration Title field.
Note: The Configuration Title is displayed on the generated PDF report cover page, as well as the Executive Summary.
7. Enter a description for the report configuration in the Configuration Description field.
8. Save the new report configuration.
9. The Define Configurations page for the new configuration is displayed.
Note: All new report configurations will include a Deficiency Summary.
Step 2: Create a New Custom Report
You can incorporate the following features/options into your Custom Reports.
Select a link below for details on adding these features.
Add Sections to a Custom Report
Add Assets to a Custom Report
Include Inspector Signatures with Section
Refer to the following articles for details on expanding/collapsing sections, as well a moving and deleting sections when creating a Custom Report:
1. Select Locations from your home page.
2. Access the desired location from the Locations page.
3. Select Generate Custom Report.
4. Enter a Description for the report.
5. Enter a Start Date for the report.
6. Select/click in any of the remaining Start Date fields (Q2 Start Date, Q3 Start date, Q4 Start Date).
7. The quarterly Start Dates and End Date fields are automatically populated.
8. If desired, you can change the default Column Labels.
9. Enter any Optional Notes for the Executive Summary in the Notes text box.
10. Select Generate Custom Report to create the report.
Note: If you want to see what your report will look like before finalizing your settings and generating the report, you can select the Preview button to view the report.
11. The report is generated and can now be viewed in Custom Reports History.