Quick Reference guide - Reports

Version

Date

Amendment

Author

Reviewer

Authorised

1

Doc Review

A Malik

Sean Foley

Sean Foley

Name

Position / Title

Contact

Wayne Arthur

Operations Director

wayne.arthur@veridapt.com

Sean Foley

Customer Success Manager

sean.foley@veridapt.com

1

Log in to AdaptIQ

2

Select REPORTS on left hand menu

The page defaults to ‘SAVED’ reports.

3

The ‘SAVED’ reports displayed on this screen are in order of time generated and shows the name of the report, who created it, and how they are available to be viewed.

An ‘In Progress’ bar at the top shows reports currently running.

Reports are created with 3 output formats options - CSV, PDF and SCREEN.

If SCREEN was selected during creation of the report, the ‘LINK’ icon will display the report on the screen.

If PDF or SV was selected on creation, the ‘PDF’ or ‘CSV’ icon will open a ‘Save As’ explorer window to allow you to select which location you want to download the PDF or the CSV report to.

** Note that the ‘Save As’ is saving the report to the AdaptIQ server, not your local PC.

The ‘X’ icon will delete the report.

4

The ‘SCHEDULED’ tab displays all reports that are scheduled to be run.

The screen shows the next time and date a report is scheduled to run, the name of the report and who created it.

For reports that are scheduled to be repeated periodically, such as Hourly, Daily, or Weekly etc, clicking the ‘LINK’ icon next to the report will display the Report Schedule details of the report and scheduled future run times.

The ‘X’ icon will delete the scheduled report.

5

Viewing the report by pressing he ‘LINK’ icon displays the information about the Report Schedule such as Report Name, Schedule Recurrence and Output formats.

Recipients shows how many users will receive the report. Pressing the drop-down arrow will display a ‘Share with…’ window, allowing you to view recipients, add or remove recipients.

The Generated Reports section shows a list of all previously run reports in date order, that can be viewed or downloaded.

Clicking the DELETE button will delete the scheduled report, but not the reports that have already been generated.

6

The ‘Share with…’ window allows you to:

Add or remove External users (by entering their email address)

Add or remove specific Groups to the recipients list for the report.

Add or remove individual Users to the recipients list for the report.

View who is receiving this report.

Click ‘DONE’ to save your changes.

1

Click on the REPORTS tab in the left-hand menu and click the ‘New Report’ button.

2

A list of standard reports is shown, grouped into report types. Scroll down the page to see all the available reports.

Select the report you want to create.

The report categories are:

·         PRODUCT RECONCILIATION AND TANK LEVELS

·         PRODUCT CONSUMPTION

·         SYSTEM EFFECTIVENESS

·         FINANCIAL AND TAX REBATES

·         SYSTEM ADMINISTRATION

·         CUSTOM REPORTS

3

Select the Report you would like to create.

In this example we will create a Detailed Reconciliation Report.

A Progress window can be seen on the right of the screen.

4

Select the Report Name. The report name defaults to the name of the report. If you wish to change it, click in the report name window and enter the name for the report.

In this example, the name has been changed to ‘Detailed Reconciliation - April 2022’

5

Select the date period for this report.

Click on the drop-down box under Select Period.

A pop-up window will display the date options.

If the date period required listed is not shown, select Custom Date or Custom Date and Time.  

Select the start date and select the period.

Click Done

6

Click the drop-down arrow to select the Tanks required to be included in the report

7

To select all Tanks, click the check box next to the Tanks Heading. You can also select all tanks and then remove specific tanks if required.

You may select a Tank Filter if this meets your selection criteria.

If specific Tanks are required, you can scroll down this page and select the tanks individually or you can search for specific tanks by name and select the tanks required.

Click Done

8

Select the report Output Format as required.

In this example we have selected CSV and SCREEN

9

Click Additional Options.

Select the check box to select additional options. In this report, additional options are to include Unconfirmed Deliveries in the report.

10

Scheduling

By default, the report will Run Now.

If this is correct, you don’t need to open scheduling panel.

If you wish to select a date and time to run this report later, e.g.: when scheduling a report, select Run Later from the drop-down box.

11

If you wish to schedule the report to run periodically, click the drop-down and select the Repeating Pattern.

If the report is only to be run once, select One Time Only.

12

Click Share to select users that will receive this report via email.

Click on ‘Click to select users’ to add recipients to the report.

13

A window will appear with 2 tabs:

Groups & Users and External emails

If this report is to be sent to a specific Group, select the Group from the list.

If individual users are to receive the report, scroll down and select users or search for users in the Filter By window

Click Done when all recipients have been added

14

Click Run to run or schedule the report after all report options have been selected.

Changes to the report selections can be made before running the report.

15

If the report was ‘Run Now’ it will appear in the ‘In Progress’ bar, as shown in step 2 of the previous section ‘Viewing Reports in AdaptIQ’.

If the report was ‘Scheduled’, it will be seen in the Scheduled tab, as shown here.

16

End of Procedure

1

Log in to AdaptIQ

2

Select REPORTS on left hand menu

The page defaults to ‘SAVED’ reports.

3

Click on the Scheduled tab to display report that will be run

Click the ‘paper clip’ icon to edit the report

4

This screen will display the Report Schedule including the recipients of the Report

Click the drop down arrow to see current recipients in the Shared With’ window.

5

Search for the new user in the Filter by window,

or

scroll down the page to find the new user to be added to the report.

or

tick the check box if the ne recipient is a Group

6

If the user is not a current application user, click the ‘External Emails’ tab to add the user

Enter the address of the new recipient in the external emails window if not a current application user.

Click the Green TICK to add the user after typing the email address

Multiple users can be added.

Click DONE when finished adding