Creating a New Report

 

To create a new report:

  1. Click the NEW button.

  2. Select the type of report that you want to create from the Report Type drop-down list. All available report types appear in this list.

  3. Enter a name and description for the report.
  4. Select a DATA INCLUSION METHOD:

 

DEFINING THE CONTENTS OF THE REPORT

You can configure the report to include results from audits conducted:

 

Users

You can restrict access to management reports to specified users and/or roles.

  1. Click the Users or Roles - SELECT link.
  2. Click the ADD button.
  3. Select the Users or Roles that you want to have access to this report.
  4. Click SAVE & RETURN.

The total number of selected users or roles is displayed.

 

Management and Locations

The report will only include results from audits conducted on the management levels or locations specified here.

  1. Click the Management and Locations SELECT button to select the management levels and/or locations to include in this report.
  2. Click the ADD button.
  3. Place a check beside the management level to select it...

    -- OR --

    Click on the management level link to navigate down through the management hierarchy to locate the management group or location that you want to add, then place a check beside it to select it. You may select multiple management levels and locations.

  4. Click the SAVE & RETURN button. (Note that once you've added a management level, an EXCLUDE link appears beside the management level name. To exclude part of level, click the EXCLUDE link.)

  5. Click the SAVE & RETURN button.

 

Products* (optional)

When this option is enabled, you can specify which products and product categories to include in the report.

 

Forms

The report will include results from audits conducted only on the specified forms.

  1. Click the Forms SELECT button to specify the audit forms that you want to include in the report.
  2. Place a check in the SELECT column beside the forms you want to be available. If the report is set up to allow for changing the configuration options, users may select one or more of the selected forms to include in a report.
  3. Place a check in the DEFAULT column beside the forms you want to be included when the report is generated with the setup options you define here. When you place a check in the DEFAULT column, a check automatically appears in the SELECT column as well.
  4. Click the SAVE & RETURN button. All forms designated as default forms display in blue. Forms which may be included in the report appear in black.

Audit Types

Any audit type that has been configured to be included in management records can be included in this report. (Audit types are configured in Audit > Audit Setup > Audit Types.) If you don't select any audit types, this setting defaults to ALL audit types.

  1. Click the Audit Types SELECT button.
  2. Place a check in the SELECT column beside the types of audits you want to be available to include in the report. To select all audit types, click the selection checkbox at the top of the SELECT column. To deselect all audit types, uncheck the box at the top of the column.
  3. Place a check in the DEFAULT column beside the audit types you want to be included when the report is generated with the setup options specified here. When you check the DEFAULT column, the SELECT column becomes selected also. To set all audit types to DEFAULT, check the box at the top of the DEFAULT column. To deselect all types, uncheck the box at the top of the column.
  4. Click the SAVE & RETURN button. All audit types designated as default types appear in blue; audit types designated as available appear in black.

 

Auditors

You can configure the report so that only results from audits conducted by specific auditors are included. All auditors associated with the audit forms you selected appear in this list. If no forms have been associated yet, no auditors appear in this list. You must specify the audit forms first.

  1. Click the Auditors SELECT button.
  2. Check the SELECT column to specify all auditors available to include in the report.
  3. Check the DEFAULT column to specify all auditors that are included when the report is generated with the setup options specified here.
  4. Click the SAVE & RETURN button. All auditors designated as default auditors appear in blue; auditors designated as available to be included appear in black.

 

Date Range Type

This setting determines the date range label that appears at the top of the report.

  • DATE RANGE - This option displays the actual date range specified in the Date Range fields below, regardless of when the audits actually occur.

  • FIRST AUDIT DATE / LAST AUDIT DATE - This option displays the dates on which the first and last audits were actually conducted within the time specified.
The FIRST AUDIT DATE / LAST AUDIT DATE option is selected by default when you create a new report definition. If you would prefer to have the DATE RANGE option selected by default instead, contact your RizePoint representative.

 

 

Automatic Update Date Range

Select an AUTOMATIC UPDATE DATE RANGE option. These options automatically update the date range, relative to the date on which the report is run. The following options are available:

Date Range Options for Management Reports

Using the PREVIOUS DAYS in the Automatic Update Date Range:

  1. Navigate to Reports > Management Reports. A list of all management reports assigned to the user will display.
  2. Select the management report you wish to view. The Management Report Setup screen will display.
  3. Navigate to the AUTOMATIC UPDATE DATE RANGE field.

    AUTOMATIC UPDATE DATE RANGE field
  4. Select the PREVIOUS check box.

    Select the PREVIOUS check box
    The PREVIOUS check box is a toggle between the AUTOMATIC UPDATE DATE RANGE (Previous Days) functionality and the DATE RANGE selector field below it. Enabling the PREVIOUS check box toggles off the DATE RANGE selector below.  If you deselect the PREVIOUS check box, the DATE RANGE selector is toggled on.
  5. Enter the previous number of days in the numeric text field that you want the application to search for audit results associated to this management report. For example, entering a "50" in the numeric text field will display all audit results that were created during the previous 50 days—including today. The maximum number of previous days allowed in the field is 999.
  6. Click VIEW REPORT.  All of the audit results for the previous number of days designated in the numeric text field will display.

    Click the VIEW REPORT button

    Audit results for previous 50 days
  7. Click RETURN to return back to the management configuration page.

    Click the RETURN button

Locations

The LOCATIONS droplist allows you to filter the report to include results from active locations only, from inactive locations only, or from both active and inactive locations.

 

DEFINING THE REPORT CONFIGURATION OPTIONS

The lower section of the report definition screen contains options that determine which fields may be configured at the time the report is run.

For example, a user may select one set of options and run the report based on those options. Then, an entirely different set of options can be selected, and another report run.

The following options are available:

SHOW REPORT CONFIGURATION OPTIONS

GENERAL CONFIGURATION

 

Creating a DATA EXTRACT TO EXCEL report:

If you're creating a DATA EXTRACT TO EXCEL report, you'll need to define which data you want to export to your spreadsheet, and into which columns you want the data placed.

  1. In the Data Extract section at the bottom of the screen, click the CONFIGURE COLUMNS button. The Column Configuration screen opens. All available data types are listed here. (Click here for a description of each field.)

  2. Use the drop-down list beside the data type to select the column in which you want the data to appear. Each data type will appear in a separate column in Excel when it is exported.

    Notice that as you assign a column order to a data type, the data type is moved to the top section of the screen and appears in the order assigned.

    Some of the data types require additional information. If additional data is required, a link appears beside the data type once it has been selected. For example, both Answer Text and Question Text data types require further configuration. (NOTE: If you want to include answers from text questions, select the Auditor Input data type.)

    1. Click the link.

    2. Locate the required data, then click the SAVE button.

  3. To remove a data type from the top section (exclude it from the data that is exported), select the blank space at the top of the drop-down list.

  4. When all columns have been configured, click the RETURN TO REPORT DEFINITION link to return to the Report Definition screen.
  5. In the Report Definition screen, directly above the CONFIGURE COLUMNS button, is an ANSWER CHOICE FILTER drop-down list. This drop-list is used for Data Extract to Excel reports only. If you selected any of the following options in the Column Configuration window (above), you can further filter the data that is extracted to the Excel spreadsheet:
  6. If you selected one of the above options from the Column Configuration screen, you can filter which data to include in the report. Select an option from the ANSWER CHOICE FILTER drop-down list:
  7. If you want the ANSWER CHOICE FILTER to be available in the Report Setup window when this report is run, place a check in the ANSWER CHOICE FILTER box beside the drop-down list. If this box is not checked, the ANSWER CHOICE FILTER drop-down list will not be displayed in Mobile Reporter, and therefore the setting cannot be changed.
  8. Click SAVE & RETURN to save the report.

 

*OPTIONAL FEATURE - Contact your RizePoint representative to enable this option.