7.17 Operations Reports: Managing Reports from the Live Dashboard

Updated Aug 31, 2020

From the Live Dashboard, it is possible to view a list of all Field (Reports) and Daily Activity Reports (Summary Reports). In addition, field reports can be downloaded, emailed or deleted. Summary reports can be approved, emailed or deleted as well as the GPS Tracks reviewed. 

If clients log in, they will access only the reports that have been approved for their site. By marking a report for admin eyes only this data will not be included in the client reports.

  1. Go to the Live Dashboard.
  2. Select the Operations Reports tab.

Across the top of the Operations Reports page there are some filters provided to allow you to select the criteria to search for a report on.

Apply the filters to refine your search.

Report Templates: All or select a specific type

With Incidents:  View only reports with incident categories.

Status: New / All Statuses / Verification (Place holder allows for report to be investigated prior to being approved) / Approved / Job Pending (can be used by Dispatch to indicate that report is progress)

Link Status: Relink or All. Relinking a report lets you associate it with a site after the report has been written.

Date Range: Range of dates to filter the search on.

Filter By Incident Type: Please see below for more detail. This setting allows you to filter the list of reports by a specific incident category.

Search: Enter key words to search for in a report

Once the report is located proceed to take an appropriate action(s) based on the available options.

  • Relink the report to another zone or site.

Change status of report from New Report to Approved, Verification or Job Pending.

Download the report in a PDF format by selecting the document icon.

Forward a copy of the report via email by selecting the envelope icon.

View the report on screen by selecting the View button.

Delete the report by selecting the Red box with an X inside of it.

Filter By Incident Type For Reports

  • In your portal go to your Dashboard and choose Operation Reports.
  • Under Logs & Activities choose Reports and the list reports is displayed. You will see a new filter named Filter by Incident Type

When you begin to type, the field automatically suggests available options as shown below.

Operation Dashboard - Google Chrome

Edit Reports

Once a report has been filled out, you can edit the report if you have permissions to do.

Click on the View button.

Click the Edit button to edit the report.

Modify the report fields as needed.

Operation Dashboard - Google Chrome

Once you have completed the edits, click the Save button at the bottom of the window.

Operation Dashboard - Google Chrome

Report Comments

Report comments can either be system generated, or user generated. The system will generate report comments when a user makes modifications to the report. A user can also add comments manually to the comments field.

  1. User-generated comments.
  2. System generated comments.

Files

When a user makes changes to a report, the previous version of the report will be visible under the files section. Users can also attach files to the report manually in this section. Files labeled "Backup" are system-generated files.

Tracking Report Viewers

When you look at  report, you can see the users who have also viewed the same report. To do so, ensure the necessary permissions are set.

Operation Dashboard - Google Chrome
  • From your portal hover over Settings and choose Roles / Permissions. The Roles screen appears.
  • Click Admin Portal Roles → Administrator and locate Patrol in the list. A new permission called “Viewed By” has been added.
  • Check this permission to display the Tracking Log at the report level.
Operation Dashboard - Google Chrome
  • To view the logs go to your dashboard and click the Operation Reports tab.
  • On the left side, under Logs and Activities, click Reports.
  • For the report you want to display, click the View button at the right of the row. The report details are displayed on a new screen.
  • On the right side of the screen, click the Viewed By tab to display who has viewed this report. Each entry shows:
    • Who viewed this report (user name)
    • When the user viewed this report (date and time format)

Note: The features you have access to may vary according to your permission level.

Previous Article 7.16 Operations Reports: Viewing Summary Reports
Next Article 7.18 Operations Reports: Summary by Site

Still Need Help?

Contact Us