Interactive Reports provide a data drill down action. This allows you to continually reveal more details about (or go deeper into) a selected element.
Instructions
1. Go to: Reports > Interactive Reports.
2. Interactive Reports Menu - Select a report to run. The report will display as a horizontal bar graph on the screen.
3. Click the bar graph to "drill down" for more information about that detail.
4. Hover over the bar graph for a pop-up with data details.
5. Breadcrumb Trail - This is a navigation tool that allows you to keep track of your location within the drill down report. Breadcrumbs provide a trail for you to follow back to the starting point. Each point along the trail is clickable, and will take you back to that selection.
6. Select All Button - Rather than limit you to one bar graph, the "Select All" button allows you to select all bar graphs and provides the next level of details for the entire selection.
7. Date Range Drop-Down Menu - This menu allows you to change the time frame for the data to display.
Confirm Report Selections page
This page displays the report settings you've made. When all looks right, select the blue "Run Report" button to run your report.
8. Breadcrumb Trail - This is a navigation tool that allows you to keep track of your location within the drill down report. Breadcrumbs provide a trail for you to follow back to the starting point. Each point along the trail is clickable, and will take you back to that selection.
9. Confirm Report Selections - Lists the Report Filters selected for the report.
10. Process Menu - To edit your selections, return to the corresponding title on the Process Menu. (Or return to a previous page using the Breadcrumb Trail.)
11. Save as a Favorite - Check the box to create a Favorite Report. A Favorite Report keeps thes report settings to use again in the future. Give the report a custom title in the box.
12. Run Report Button - Click the blue "Run Report" button to run your report.
- Interactive Reports default to the newer Modern style "x" reports.
Report Processing
Once you select a report to run, you'll be taken to Report Processing (Report History). From this page you can see all past reports you've run and should see the current report "queued."
You don't need to stay on this page. Your report will be emailed to you when it's ready.
Report Ready
Bell Notification
When the report is finished processing, the bell notification in the upper right-hand corner of the screen will alert you that the report is ready to download. Click this notification to return to the Report Processing page.
Or, open the email notification in your inbox. Depending on the file size, you'll receive a pdf attachment or a link to the Report Processing (Report History) page where you can download it.
Open the Report
Scroll down the report to run through the pages.
- The page number / total number of pages is displayed in the box at the bottom of the screen.
- To zoom in and out, click the "+" and "-" symbols in the box at the bottom of the screen.
Download: Click the "Download" button in the upper right hand side of the screen to download your report to a PDF. In Chrome, the downloaded report will be on the bottom left of your screen. Click on the download to open and save it to your computer.
Export to Excel: Click the "Export to Excel" button in the upper right hand side of the screen to download your report to an Excel file. In Chrome, the downloaded report will be on the bottom left of your screen. Click on the download to open and save it to your computer.
No Data to Display: If the selections can't produce information for the report (i.e., there were no inspections conducted during that time frame), you'll see the message "No Data to Display." You'll need to refine your selections, such as date range, project(s), etc.
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