Reporting

ThingTech’s Reporting tools enable self-service and interactive reporting with charts and maps to help the user easily get the insights they need to manage the business. The user’s ability to interact with reporting is based on their role in the ThingTech system.

  • The user can access reports by navigating to the Reporting Tab.

  • When you get to the Reporting screen, reports are organized in folders by type.

  • Click on the folder to expand and view reports that are stored in that folder

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How to Run Reports

  1. Expand folder in which report is located

  2. Click directly on the name of the report, or select the more options icon and select ‘Run’

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Exporting Reports

All reports can be exported to PDF (portrait), PDF (landscape), and Excel CSV.

To export, select ‘Export’ button at the top left on the report that has been ran.

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Clone

Why would a user Clone a report?

A user will Clone a report if a report already exists that is similar to the report that is needed, but maybe lack certain attributes.

  1. Expand folder where the report to be cloned is located.

  2. Select the more options icon > Select Clone

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3. Add a Report Name

a. Name the Report

b. Type a Description

c. Select desired folder location

d. Select ‘Next’

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4. Select Fields

a. ‘Select all fields’ drop-down contains all available fields. The drop downs below it contain the same fields, they are just organized by type

b. Fields that are highlighted in green indicate a filter prompt is set up for this particular field.

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5. Add Filters - Click on the field to create a filter for it. Once selected it will be highlighted in green.

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Edit

To edit a report, select the more action button to the right of the report and select Edit.

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When you select ‘Edit’, you will have the ability to edit the Report Name, Fields and Filters. The dataset information cannot be edited.

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Once you have edited the desired criteria, select ‘Save Report’ or ‘Save and Run Report’.

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Creating a New Report

To Create a New Report:

Navigate to Reporting tab > +New Report

  1. Select a Dataset

    a. The drop-down arrow will provide you with a list of existing data sets. Ask yourself “What type of data am I trying to view?” Choose the data set and select ‘Next’.

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2. Add a Report Name

a. Enter a Report Name and Description

b. Choose a Folder Location

c. Select ‘Next’

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3. Select Fields

a.  Here you will select the fields of data you want to include in the report you are creating.

b.  The ‘Select All Fields’ dropdown will give you a combination of available fields to choose from

  • The available fields will also be listed and organized based on the dataset you selected in step 1.

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4. Add Filters

a. Click a field name to create a filter for it – it will turn green and the Filter will appear.

i.     By selecting the box to ‘Enable View Mode user control on this filter’ will allow the report to be filtered by this field every time it is ran

b.  Select ‘Create And Run Report’

Modifying Report Components

Reports are made up of components in which the user can control what they see by navigating to Build Mode.

To enable Build Mode, click on the wrench icon at the top right of the report.

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While in Build Mode:

  • You can Edit the report by selecting the pencil icon from the top right

  • By clicking on the eye icon, you can exit Build Mode and go back to View Mode

  • The set of icons located within a component allows you to

    • Move component around

    • Edit component settings

    • Edit the size of the component

    • Delete component

The icon bar to the far-right side of the screen displays other available components you can add to the report by selecting the component and configuring it.

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Once you select the component, go through the prompts:

1.      Add a name

a.      Enter a component Name

b.     Enter a component Description

2.      Add Filters

a.      Depending on the component – you may have the ability to add filters

3.      Configure component

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Once you have selected and configured the components they will appear as part of the report. You can always move, edit, resize and delete a component.

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Scheduling Report Notifications

The user has the ability to schedule reports to be automatically delivered to email addresses based off the parameters they set.

You can schedule a report in two places:

Navigate to Reporting tab >

Select the more actions icon located to the right of the report name > Select ‘Schedule’

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Schedule Report Delivery box will appear

  1. From the drop down select the day report recurs , hour and minute in which you want to report to be delivered.

  2. Select Email Recipients you would like to notify.

a.      User within ThingTech will appear in the drop down.

b.     You may also type in an email address of a person who may not be a ThingTech user, but you may want them to receive a report notification.

3. Select ‘Create Schedule’ button

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You may also schedule report notifications from the report itself once you’ve run the report.

  1. Run desired report

  2. Select the Calendar icon at the top right and select recurring days, hours and minutes.

  3. Select Email Recipients and select ‘Create Schedule’

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