About the feature:

With Genea's Custom Reporting feature, you will now be able to customize a report of your choice, generate it on the go, send it via email, and also schedule it. There are also a few defaults (system generated) reports available, for all report types.

Types of reports included:

  1. Activity report

  2. User report

  3. User and key report

  4. User Access Group history report

  5. Monitor point report

  6. Control point report

  7. Interface panel report

  8. Door report

  9. Controller report

Who can use this feature:

Reports feature will be available on Global overview and can be accessed by:

Role

Permissions

Global Admin

  1. View all reports on the global overview

  2. Create reports for all location

  3. Edit/Delete reports for all location

  4. Generate/Schedule reports for all locations

Location Admin

  1. View all reports on the global overview

  2. Create reports for the location he is the admin of

  3. Edit/Delete reports for the location he is the admin of

  4. Generate/Schedule reports for the location he is admin of

Security

  1. View all reports on the global overview

  2. Create reports for the location he is the security of

  3. Edit/Delete reports for the location he has access to and also default reports

  4. Generate/Schedule reports for the location he has access to

Report listing page:

  1. Once you log in to the portal you will be able to see the Global overview page.

  2. In the menu option, on the Global overview, there will be an option for 'Reports'

  3. On click of Reports, you will a screen having a list of all the reports ,which includes Default reports (System generated reports) and also Customized reports from all locations

  4. The listing will have the following information about the reports by default:

    1. Name of the report

    2. Description

    3. Report type

    4. Location

    5. Updated by (Name and date)

    6. Actions

  5. You can other columns in the table from the column picker

There is also a filter option available which helps to filter the report list by Name, type, and location

Default report:

  1. When you click on any one of the default reports, you will land on the detailed page of it.

  2. The page will have the following sections:

    1. Report details: Name, type, description, location(s), and If it is a Global report or not

      In case of multiple locations, you can click on locations, and a modal will open having a list of all the locations. You cannot edit the details of a default report

      Schedule: You can schedule a default report, and details will be shown below:

      You can edit and delete a schedule for a default report

      [How to schedule a report?-Below in the article]

    2. Preview and filter

      Based on the type of report, the preview will be shown. The preview will consist of the 1st 10 results.

      By default there will be no filters added, you can add filters by clicking on '+Add filter'. The filter will also be based on the type of report. As and when the filter is added the preview section gets updated dynamically.

      All the filters in a report will be based on the report type selected.

How to add a new report?

On the global overview page under the 'Reports' section, there will be a '+Add' button. Any report that is added from here will be a 'Customized' report.

With a click of this button, a modal will open, in which the user can fill the details of the report.

Details to be added in modal:

  1. Name: Name of the report

  2. Report type: The user can select the type of report from the list in the dropdown

  3. Is Global report: This is a toggle switch that when on will indicate that the report being added is a Global report, meaning it will by default have all the locations of that customer. In case there is a new location added in the future or a location is removed the same will be updated for this report if the toggle switch is on.

    This option of "Is Global Report?" is only available for the Global admin

  4. Location: The user can select one/or more locations from the drop-down of locations. There is also an option of select all, which will select all the locations currently added for that customer.

    If the 'Is Global Report' switch is on, the global admin will not be able to add locations, as it indicated that all locations are already added.

  5. Description: The user can add a description for the report

  6. On click of' Cancel,' the modal will close and the user will go back to the report listing page.

  7. On a click of 'Save,' the report will be created and the user will land on a new page where he can add a schedule and filters of his choice

Adding filters for a report:

As mentioned above, the list of filters to be added will be based on the report type selected.

On click of '+Add Filter', a list of all the filters will be shown. The list of filters will also have a search text bar where you can enter the text and search for the filter you want.

These filters have different operators that would help to get precise results.

  1. Operators will be as below:

    1. Text datatype (User, AG)

      1. Is- This will search for the exact value you provide. It will have auto-complete functionality and you can select one from the list and the result will include only the selection made

      1. is not-This works the same as above but the result will not include the selection that is made

      2. In- This operator will give you a multi-select option. It will also be autocompleted and you can select one or more from the list. The ones that are selected will be included in the result.

      3. Not in- This works the same as 'In', but here the ones that are selected will not be in the result

      4. contains- This operator is a text box and you can enter a value and the result will show all the data containing that value. E.g. if you enter 'Ar' in the user name, and then click on done the result will show all the data having Ar in the name.

      5. does not contain- This operator is a text box and you can enter a value and the result will exclude all the data containing that value. E.g. if you enter 'Ar' in the user name, and then click on done the result will show all the data having Ar in the name.

    2. Number datatype

      1. is- This is a text box and it will search for the exact value you provide.

      2. is not- This is a text box and it will exclude the exact value you provide.

      3. contains- This is a text box and will search all the results having the value provided

      4. does not contain- This is a text box and will exclude all the results having the value provided

    3. Date/Time data type

      1. Absolute

        • is- This will have a date and time picker along with a time zone selector. You can pick a date from the calendar and time, as well as the time zone. The result will show data having the same value of date and time

        • is not- This will have a date and time picker along with a time zone selector. You can pick a date from the calendar and time, as well as the time zone. The result will show data excluding the same value of date and time

        • greater than- This will have a date and time picker along with a time zone selector. You can pick a date from the calendar and time, as well as the time zone. The result will show data greater than the value of the date and time selected

        • less than- This will have a date and time picker along with a time zone selector. You can pick a date from the calendar and time, as well as the time zone. The result will show data less than the value of the date and time selected

          If you want to have a date range you can use the combination of greater than and less than filter

      2. Relative

        • more than days ago- This will be a text box where you can enter the number of days. You can also enter the days by using the up/down arrow provided. The result will show data having the value of time more than the number of days selected ago.

        • exactly days ago- This will be a text box where you can enter the number of days. You can also enter the days by using the up/down arrow provided. The result will show data having the value of time exactly the number of days selected ago.

        • less than days ago- This will be a text box where you can enter the number of days. You can also enter the days by using the up/down arrow provided. The result will show data having the value of time, less than the number of days selected ago.

        Note-Here time zone will signify that the data that is picked will be based on the time zone selected.

      On addition of filters, the preview will dynamically update. You can remove a filter by clicking on the 'x' button on a particular filter.

      By default, all reports will have a few columns selected that will be displayed in the preview. You can add more columns from the column picker. The CSV of the report will have all the columns shown in the preview.

How to add a schedule for a report?

The schedule can be added for both Default as well as Customized reports.

When you open the detail page of a report there will be a section for 'Schedule'. By default, there will be no schedule added. Scheduling sends the report via email on the scheduled day and time.

You can add a schedule by clicking on the '+Add' Button. On a click of this button, a modal will open which will ask for details to be added for scheduling. The following details need to be added:

  1. Email address- Add the email address of the recipient to whom you want to send the email of the report. There is no limitation on the number of emails, the only verification is that the email address should be correct.

  2. Time zone- Select the time zone in which you would like to schedule the report

  3. Time- Select the time at which you would like the report to be sent

  4. Recurrence

    1. Daily- You can schedule a report to be sent out daily at a particular time

    2. Weekly- In this, you will be allowed to select day/s of a week in which you would like to send the report

    3. Monthly- This has 2 options under it:

      1. Last day of the month- If this is selected, the report will be sent on the last day of every month. i.e if it starts from April, the recurrence will be as follows: April 30th, May 31st, and so on

      2. On- This will allow the selection of days from the drop-down. The report will be sent every month on the day selected. E.g. if the 15th day is selected the recurrence will be as follow: 15th April, 15th May, and so on.

        Exception: In case 31st is selected and the scheduling is done in March, the recurrence will be as follows: 31st March, 31st May, and so on. Months not having 31st in it will be skipped.

Once the details are filled you can click on the 'Save' button and the schedule will be saved. There is also a 'Cancel' button if you want to no longer add a schedule. 'X' button on the modal will close the modal.

Once saved, the details of the schedule will be shown in the section and can be either edited or deleted as per the user's need.

Generating a report on the go

A report can be generated on the go, by clicking on the 'Generate now' button.

Generation of the report might take some time, on a click of the button a message will be shown as below. By clicking on this the report will be generated and downloaded into the system. It will be ready to use.

On click of 'Ok' the modal will close

The report can also be generated from the 'Action' link on the report listing page.

O a click of 'Generate Now' the report will be generated and downloaded into the system. It will be ready to use.

On click of 'Ok' the modal will close

Sending report via email

This will help you send the report via email at present. There is a button for 'Send via Email'.

You can click on this and a modal will open, where you can enter the email address of the recipients to whom you want to send the report.

You can add any number of emails. On a click of 'Send' the email will be sent out to the recipients added.

On click of 'Cancel' the modal will close and no action will take place.

What does a report email look like?

You will receive an email for your report in case of 'Schedule' or 'Send via email'. The email you receive should look like this:

You can download the report from the mail. The download link will expire in 7 days

Deleting a report

You can delete a report, from

  1. The listing page under 'Actions'

    On click of delete here, a modal will open asking you 'Are you sure you want to delete this report?'. On a click of Delete, the report will be deleted. On click of Cancel, the modal will close with any action

  2. From the detail page of a report by clicking on the 'Delete Report' button

    On click of delete here, a modal will open asking you 'Are you sure you want to delete this report?'. On a click of Delete, the report will be deleted. On click of Cancel, the modal will close with any action

If you would like to learn more about Genea's Custom Reporting feature, please send inquiries to acsupport@getgenea.com.

Did this answer your question?