Difference between revisions of "Report Viewer"

Revision as of 10:04, 2 February 2018

Dashboard

Shows a summary of the system on a user specified day together with a summary of the system for the previous six months from the day the report is run.

Standard Reports

The following is a list all standard reports along with a brief description. Click on the report you are interested in to jump to the relevant section on this page.

List of Markers

Lists all or user specified markers in a script type. The user can change whether to show markers that are referenced in scripts or not.

List of Messages

Lists all or user specified messages in a script type. The user can change whether to show messages that are referenced in scripts or not.

List of Priorities

Lists all or user specified priorities in a script type. The user can change whether to show priorities that are referenced in scripts or not.

List of Services

Lists all or user specified services in a script type. The user can change whether to show services that are referenced in scripts or not.

List of Tasks

Lists all or user specified tasks in a script type. The user can change whether to show tasks that are referenced in scripts or not.

Feedback

Lists all the feedback received within a user specified date range.

Order History

Shows the order history for a user specified date range, including the number of users per month.

Summary by Category and Topic

Lists a summary of the usage by category and topic for a user specified date range alongside the top categories for that date range.

Summary by User and Category

Lists a summary of the usage by user and category for a user specified date range alongside the top users and top categories for that date range. The user shown can be changed.

Summary of Markers Logged

Lists a summary of all or user specified markers logged within a user specified date range alongside the top markers logged for that date range.

Summary of Priorities Logged

Lists a summary of all or user specified priorities logged within a user specified date range alongside the top priorities logged for that date range.

Summary of Services Logged

Lists a summary of all or user specified services logged within a user specified date range alongside the top services logged for that date range.

Summary of Tasks Logged

Lists a summary of all or user specified tasks logged within a user specified date range alongside the top tasks logged for that date range.

User Information

Shows all or user specified users of the Keyfax system alongside the number of active/inactive users and last five active users.

Markers in Scripts by Scriptpath

Lists all or user specified markers and where they can be found within a script.

Messages in Scripts by Scriptpath

Lists all or user specified messages and where they can be found within a script.

Priorities in Scripts by Scriptpath

Lists all or user specified priorities and where they can be found within a script.

Services in Scripts by Scriptpath

Lists all or user specified services and where they can be found within a script.

Tasks in Scripts by Scriptpath

Lists all or user specified tasks and where they can be found within a script.

Scripts

Lists the script, as seen by an operator, for a user specified topic and highlights the rows where there is a change of script.

Audit History

Report on how often results have been overridden by the operators. This report allows you to see instances where the priority has been overridden and the reason given. Also any time a tenant responsible repair has been logged as re-chargeable.

Parameters

Where a Report requires parameters to be set, they will be displayed in the Report Menu.

Example:

In this example you can select the ‘from’ date and the ‘to’ date; these will be defaulted to the previous calendar month. There are also other parameters that can be user defined and these include (but are not limited to) Script Set, User ID and Descriptions.

View Report

after entering all required parameters click to view the Report with the new parameters.

The Menu Pane

• Refresh Report – click on the icon to re-load data into the Report

• Zoom Control – click on the Zoom drop down list and select a viewing level.

The viewing size of the Report can be enlarged or reduced by selecting from the drop down list in the zoom control. This does not affect the size when printing or saving the Reports to file.

• Export – select the icon to save the Report in a required format

Viewing Reports

The Report results are displayed in the Viewing Pane.

Changing Sorting order

Some Reports are designed so that data can be sorted by different elements.

Where this is available an icon will appear in the column header. By clicking on the heading, the Report will re-sort itself by that column, alternating between alphabetical and reverse-alphabetical each time the header is clicked. The column header used for sorting will then contain or The example below shows the heading ‘Category’ being placed in a Sorting Order. You can sort by multiple columns by using the 'SHIFT' key and clicking additional icons.