Which report should I use?

AE Reports › Reports is the reports hub. Each card says what the report is for, what you get, and what it is best for.

The reports

• Report Builder — a formatted Excel report to hand to a client or auditor.
• Data Export — the raw numbers for your own analysis: CSV, Excel or a trend chart.
• Results Viewer — browse task results on screen, print or export.
• Batch Extract — zipped CSVs or an SFTP feed for another system.
• Completed Tests Audit — every completed test, who did it, when, and whether it passed.
• Appointed Persons — sites missing a Responsible Person or Deputy.
• Upcoming workload — visits, assets and tests planned for the coming months.
• Scheduled reports — have any of these emailed automatically.

Elsewhere in AE Reports

• KPI Report — completion, nonconformity and remedial figures.
• Interrogation — ready-made questions, including completed vs missed checks and totals packs.
• Service Visits — where every visit is up to; print visit reports in bulk.
• Sensor Data — remote sensor readings.

For one open site, Reporting in the site menu builds a PDF of its visits.