S5: E1 | Creating Reports

To create a new report go to Report Creator in your Toolshed. Click Create New Report in the top right corner of the screen. 

Select the topic you’d like to use data from in the drop-down bar. Another drop-down box will appear below your topic, now select your assets you’d like to see data from.

Select the dates you’d like to review data from. Make sure you’ve data for these dates.

Select inactive or active data. Inactive uses a fixed date range, whereas active uses a progressing date range that updates with time.

Select either total or average data. Average data calculates all data values and then divides by the amount you’ve submitted. Totals data adds all the values you’ve submitted.

You can select the data columns you’d like to include in your report. To do this click on the filter box on your data spreadsheet. For best results select up to 5 columns. Check your report details and click Done when you’re ready. Click Save Report to save it to your reports.

If you’re having trouble creating reports please visit our FAQ or Community pages. Please don’t hesitate to contact us if you can’t find a solution —we’re always happy to help. You can submit a support ticket on our Support page.

S5: E2 | Exporting Reports

To export a report go to Report Creator in your Toolshed and find your report.

Open your report. On the right side of your screen you’ll find an icon with a file and arrow, this is the export button. Click on the icon. 

A popup will appear, click Download. Now your report is saved to your computer. 

If you’re having trouble exporting your reports please visit our FAQ or Community pages. Please don’t hesitate to contact us if you can’t find a solution —we’re always happy to help. You can submit a support ticket on our Support page.