How to edit report templates and totals packs

The Report Editor (the button on Report Builder) is where administrators decide what reports contain. It has two tabs: Report Builder templates and Totals packs.

The Report Editor with the templates and totals packs tabs
The Report Editor.

Report Builder templates

  1. Click New Report, choose the Company, give it a Report Name, a title and a Report Order, and Save. Existing reports can be copied or deleted.

  2. Open a report to see its Report Sections. Add Section — name, title, order and Section Type (Results or Sensors). Add Overview Page adds a summary sheet.

  3. Open a section and use Add Rule to choose which Tasks and Tests go in it and how results are shown.

Totals packs

A totals pack runs several Completed vs missed checks reports at once — one sheet per line, plus an overview. You set everything except the dates; users run it from Interrogation and can schedule it.

  1. On the Totals packs tab click New Pack, choose the Company, name it (for example Monthly Water Compliance) and save.

  2. Open the pack and click Add Sheet: a Sheet name (for example Temperatures), the Tasks it counts, and optionally Responsibility, Group and Site. Leave a filter empty for all.

    A totals pack’s sheets
    A totals pack’s sheets.
  3. Drag sheets into order. A pack can be copied to another company.