Reports – Preset/Custom

CREATE A STANDARD REPORT

STEP 1

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To Create a STANDARD Report, click one of the standard report buttons on the “SELECT A REPORT” page.


STEP 2

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The “ADD CRITERIA” page displays.


STEP 3

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Select a Date Range from the SELECT A DATE dropdown menu.


STEP 4

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Choose either the Select All Sites radio button to generate a report for all of the sites you have permission to access, or choose the Filter Sites By radio button to narrow the scope of your report.


 STEP 5

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To generate reports for specific equipment types or specific equipment units, select one or more equipment checkboxes in the SELECT EQUIPMENT TYPE, UNITS & PARAMETERS section. When you select an equipment type checkbox, you will have the opportunity to select specific equipment units and parameters.


STEP 6

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You can choose to save the report as a template for generating identical reports by clicking the Yes radio button and giving your report a name. The template link will then be displayed in the MY REPORTS section of the “SELECT A REPORT” page. (Clicking the Email me a copy of this report radio button will send a .pdf version of the report to the email address that is associated with your login in the iCON System.)


STEP 7

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When you click the GENERATE MY REPORT button, the iCON System will display your report. If you close your browser, your report request will be canceled.


STEP 8

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When your report is generated, the REVIEW & DOWNLOAD YOUR REORT will display.


STEP 9

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If you would like to download the report data, select one of more checkboxes in the DOWNLOAD TABULAR DATA section and click the DOWNLOAD DATA


CREATE A CUSTOM REPORT

STEP 1

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To Create a Custom Report, click the NEW REPORT button on the “SELECT A REPORT” page.


STEP 2

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The “ADD CRITERIA” page displays.


STEP 3

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Select a Date Range from the SELECT A DATE dropdown menu.


STEP 4

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Choose either the Select All Sites radio button to generate a report for all of the sites you have permission to access, or choose the Filter Sites By radio button to narrow the scope of your report.


 STEP 5

standard5

To generate reports for specific equipment types or specific equipment units, select one or more equipment checkboxes in the SELECT EQUIPMENT TYPE, UNITS & PARAMETERS section. When you select an equipment type checkbox, you will have the opportunity to select specific equipment units and parameters.


STEP 6

standard6

You can choose to save the report as a template for generating identical reports by clicking the Yes radio button and giving your report a name. The template link will then be displayed in the MY REPORTS section of the “SELECT A REPORT” page. (Clicking the Email me a copy of this report radio button will send a .pdf version of the report to the email address that is associated with your login in the iCON System.)


STEP 7

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When you click the GENERATE MY REPORT button, the iCON System will display your report. If you close your browser, your report request will be canceled.


STEP 8

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When your report is generated, the REVIEW & DOWNLOAD YOUR REORT will display.


STEP 9

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If you would like to download the report data, select one of more checkboxes in the DOWNLOAD TABULAR DATA section and click the DOWNLOAD DATA