Reports

SECURITY  Some special reports are only available to Super Administrators.

Special report criteria are preconfigured, so you won't select criteria. Instead, you'll select the type of special report you wish to run. Below, we've listed the columns for each of the available special report type.

1. Click Team, User Access, Devices, or Projects to select your report type.
2. Click the link for the type of filter you want to add (e.g. Event Type).
3. In the dropdown area, either:
   1. Select the specific filter value you wish to apply, or
   2. Enter the filter criteria and click the Filter link.
4. The report will refresh to display events that match the filters you have selected.

NOTE  You can add as many filters as you like. To remove a filter, click the next to the filter.

1. Click Special.
2. Select a report from the dropdown menu.

3. Your report will be generated automatically.

NOTE  A maximum of 100,000 events can be exported. If that amount is exceeded, the report will be truncated.

1. When viewing a team, user access, or project report, click the Export button.
   This will open the Export Report popup:
   
   
2. Click the Export button.
3. When the report has been generated, it will automatically be saved to a project called Activity Reports, and the following popup will display:
   
4. Click the appropriate button to select one of the following options:

• Download Report
  This option will allow you to either open or save the report in .xlsx (Excel) format.
• View Report
  This option will open the report in a .pdf viewer.
• Open Activity Reports
  This option will open the Activity Reports project in a new instance of Workplace.

NOTE  These options are not mutually exclusive. If you select an option, the popup remains open. You can select each of the options in succession, or as many times as you like.

5. Click the X in the upper right corner of the popup to close it.

1. When viewing a special report, click the Export button.
2. You will be prompted to either open or save the report in .xlsx (Excel) format.

1. Select your report and, if applicable, your report criteria.
2. For team, user access, or project reports, click the Manage Reports button and select Save current report. For special reports, click the Schedule Reports button and select Schedule current report. This will open the Save Report popup:
   
3. Enter a name for your report.
4. For special reports, the schedule area is displayed automatically. For team, user access, and projects reports, optionally select the Schedule automatic creation of the report check box. If you do not wish to schedule the report, skip to step 6.
5. Complete the scheduling fields as follows:

6. Click the Save button.

1. Click the Manage Reports button.
2. Click the name of the saved report you wish to run.

1. Click the Manage Reports button and select the report you want to schedule.
2. Click the icon in the upper right corner of the report.
   
3. Select the Schedule automatic creation of the report check box.
4. Complete the scheduling fields as follows:

5. Click the Save button.

1. Click the Manage Reports button and select the report you want to schedule.

2. Click the icon in the upper right corner of the report.
3. Modify the report schedule as needed.
4. Click the Save button.

1. Click the Manage Reports button and select the report you want to schedule.
2. Click the icon in the upper right corner of the report.
3. Click the Delete button in the confirmation popup.