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Status Reports

The Description column in the Status Reports Menu provides a brief overview of the report and its use.

reportstatusmenu.png

The Status Type field includes all status types to which you have access, drawn from both the resource's type and those added at the resource level.

Note: For Status Summary reports, a de-activated status is included only when it was used within the date range specified for the report. If such a status is included, it is clearly marked as de-activated.

For many reports, you can generate a PDF file or a comma-separated value (CSV) file. You can use Microsoft® Excel® or a text editor to work with CSV files.

Tip: When you need to indicate a date, use the calendar icon to quickly navigate to and select a date.

To generate a Status Summary report
  1. From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.

  2. In the Menu Option column, select Status Summary. The report criteria page opens.

  3. In Start Date and End Date, enter or select the date range for the report.

  4. Choose the Report Format.

  5. Click Next Step.

  6. Select the resources to include.

  7. Click Next Step.

  8. Select one or more status types.

Tip: Use the search fields at the top of the page to locate the status types you want to select from.

  1. Click Generate Report.

To generate a Status Detail report
  1. From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.

  2. In the Menu Option column, select Status Detail. The first report criteria page opens.

  3. In Start Date and End Date, enter or select the date range for the report.

  4. Choose the Report Format.

  5. Select a Status Type.

  6. Click Next. The second criteria page opens.

  7. Select the resources to include.

  8. Click Generate Report.

To generate a Status Reason Summary report
  1. From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.

  2. In the Menu Option column, select Status Reason Summary. The first report criteria page opens.

  3. In Start Date and End Date, enter or select the date range for the report.

  4. Choose the Report Format.

  5. Click Next. The second criteria page opens.

  6. Select the resources to include.

  7. Click Next. The third criteria page opens.

  8. Select the Status Type.

  9. Click Next. The fourth criteria page opens.

  10. Select the Status Reasons.

  11. If you want to include regional information, select the Regional Aggregate Information check box.

  12. Click Generate Report.

To generate a Status Reason Detail report
  1. From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.

  2. In the Menu Option column, select Status Reason Detail. The first report criteria page opens.

  3. In Start Date and End Date, enter or select the date range for the report.

  4. Choose the Report Format.

  5. Click Next. The second criteria page opens.

  6. Select the resources to include.

  7. Click Next. The third criteria page opens.

  8. Select the Status Type.

  9. Click Next. The fourth report criteria page opens.

  10. Select the Status Reasons.

  11. Click Generate Report.

To generate a Status Snapshot report

Note: This report uses the 24-hour time format.

  1. From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.

  2. In the Menu Option column, select Status Snapshot. The report criteria page opens.

  3. In Report Date, enter or select the date.

  4. In Hour, enter the hour.

  5. In Minute, select the minute.

  6. Click Generate Report.

To generate a Monthly Status Assessment report

EMResource allows you to select the current month when specifying this report's parameters. However, all numbers/statistics in the report will be zero (0). To generate meaningful data, you must select a month in the past.

  1. From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.

  2. In the Menu Option column, select Monthly Status Assessment. The first report criteria page opens.

  3. In Month, select the appropriate month.

  4. In Year, select the appropriate year.

  5. In Report Format, select the format for the report,

  6. Select the resources to include.

  7. Click Next. The second criteria page opens.

  8. In Status Type, select the appropriate status type.

  9. Click Next. The third report criteria page opens.

  10. In Statuses, select the statuses to include.

  11. Click Generate Report.

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Last modified
12:38, 24 Aug 2017

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