Create new report

COREDINATE reports allow you to create individual evaluations of your data, e.g. for customer reports or internal analyses.

Smaller evaluations are already possible with COREDINATE-OWKS® thanks to the filter functions in the work results. There you can filter for specific time periods, areas or employees. If you want to influence which data is displayed in the results or even send your reports to customers automatically, then reports are the right thing for you.

Important to understand:

To be able to export your recorded data, you need reports. These are templates that tell COREDINATE where to write which data. You can use reports to convert your data into PDF format, for example. If you want to forward your reports automatically (e.g. to customers or to one of your project managers), you must create a report and give it a name.

Create a new report 

Reports are created once and can be customized for each customer according to their specific requirements. For example, one customer receives a report that lists the name of the security guard who recorded the checkpoints – for the next customer, the employee column is omitted. All this is possible with COREDINATE reports. To create a new report, please proceed as follows:

• Log in to the portal and click on Evaluations in the main menu on the left and then on Reports.

• A list of all reports created so far will open – please click on the plus button below the list.

  
  

• A pop-up window opens with the most important basic data of the new report – please give the report a name and select the basis for the report (e.g. control point scans or events), select the customer or the area and then click on Continue:

  

 

• After you have clicked on Continue, the detailed view of the new report opens with just a few details, only the basis of the report is already pre-populated by the previous entry:

Here you can roughly define the period you want to record. However, this is not as precise as the following setting option Period in hours. It is best to enter 24 (for 24 hours) here for the daily report.

The report now records everything that is recorded within the next 24 hours from the time the report is sent.

For example:
If the report is sent automatically every day at 08:00, the checkpoints are recorded in the report from 08:00 until 08:00 the next morning.

If no data is entered, no e-mail will be sent!

The areas marked in yellow still require your attention – these are mandatory fields without which the report will not work – with the exception of the Active columns fields. 

But first things first, let's start with:

Collection of general report information

If you switch to the General tab, you will see basic information and the assignment. The general information about the report is entered in the top left-hand area – the name you defined earlier has already been adopted here.

If you want an introductory text that appears before the actual data table in the report, you can enter it under Text above the table in the report.

Defining the actual report content

Now we need to determine which data should end up in the report. Here you can roughly define the time period you want to record. However, this is not as precise as the following setting option Period in hours. It is best to enter 24 (for 24 hours) here for the daily report. The report now records everything that is recorded within the next 24 hours from the time the report is sent.

For example:
If the report is sent automatically every day at 08:00, the checkpoints are recorded in the report from 08:00 until 08:00 the next morning.

If no data is entered, no e-mail will be sent!

 

 

Here you can keep the desired points on the right-hand side Active columns point by point. If some information is not required, you can select it and move it to the left using the arrow button in the middle. In this way you can determine which data should be included in the report and even determine the order of the columns.

All columns are selected by default. The entry that is in the first position is displayed on the far left of the report, all subsequent entries are then to the right of it, from top to bottom. To change the order, simply move the entry up or down using the two arrows.

Once you have made all your entries, click on Create new at the bottom right.

Defining the filters

Now we're almost there! What is still missing are the filter criteria, because in the rarest of cases all the data collected in a single report is useful. To do this, we turn to the bottom page under Content and preview, the report preview:

 

Above the preview, we find a bar with filters with which we can set the desired filters.

 

Don't forget: Once the filters have been set, please click on Save filtering to save the filters set for this report!

If you do not use filtering, the data for each employee and the previously defined object is always recorded in full.