Create a Custom Template Report

  1. Click on the Reports panel.

  2. Click +ADD on the top right corner.

  3. Select Report from the drop down menu.

  4. Click on the Default Template tab.

    NOTE: Next to the Report's name, there can be these two icons representing the data source:
    Real Time for wireless devices
    Device for devices connected via USB cable or an IntelliDoX Station
  5. Select a report from the list and click APPLY.
  6. Report includes several filters you can update depending on your chosen template.
    • Report Name.
    • Device Status.
    • Site.
    • Assignee.
    • Device Model Name.
    • Device Serial Number.
    • Test Result.
    • Date Range.
    • Start Time.
    • End Time.
    • Select Real Time (wireless) or Device data source

  8. Click , next to the template view.
  9. Select any of the following design elements to customize your report:
    • Upload Company Logo and align it.
    • Enter a Heading.
    • Change layout orientation as Landscape or Portrait.
    • Modify the heading summary.
    • Select the columns you want to be displayed: Device type, Serial number, Assignee, Last bump test date & time, Result, Status at, Current status, Next due, Dock SN, Dock location, Purchase date, and Notes.
      You can drag & drop the columns to a different position within the list, so you can change the order the columns will display. To do so, click on any column name and move it up/down.
    • Choose the criteria to sort the report and then select the direction (Ascending or Descending). You can select up to the first three sorting elements.
  10. Click Save.
  11. Click Save As to save it as a new template.
  12. Enter a Template Name and click Save.
  13. Click on the back arrow at the top left side of the screen.
  14. Click on the Custom Template tab. Your template will be displayed in the list.
  15. OPTIONAL STEP. Click on your template's name and then, click APPLY to run a new Report.

Delete a custom Report

  1. Click on the Custom Report tab.

  2. Click Delete next to your report's name..

Edit a custom Report

  1. Click on the Custom Report tab.

  2. Click Edit next to your report's name.

  3. Edit the Report.

  4. Click Run Report to view the report with the applied changes.

  5. Click Save as to save the report under a new name, or click Update to save it with the same name.