How do i generate reports on equipment and resource usage?

STEP 1: Navigate to the core facility Reporting tab.

To access custom form reporting, navigate to your core facility Reporting tab, then click on the Events link. (Figure 1) 

Figure 1: Reporting > Events

STEP 2: Load default/saved report or build a new report.

You may load the default report, or you may load a saved report. (Figure 2) 

Figure 2: Load saved report or build a new report.

You may also choose to build a new report. To do so, follow the steps below.

STEP 3: Select a Date Range.

Select a start date and an end date for the entered form, or select from the default date ranges provided in the pop-up menu. (Figure 3) 

Figure 3: Select a Date Range.

STEP 4: Select date field.

Then select if you want to only report on completed requests or all submitted requests within the date range.  (Figure 3)

STEP 5: Customize display.

You may select how you would like the data to display. (Figure 4) 

Figure 4: Customize the display.

STEP 5: Click Run Report

Your report will now display.

Actions you may take on a report

(Figure 5) 

Figure 5: Actions on a report

  • Save: Name and save your report for sharing and to run the same report again. (Figure 6) 973

Figure 6: Save a report.

  • Share: Share your report with colleagues. (You must first save the report to share it.) (Figure 7)

Figure 7: Share a report.

  • Email: Email your report to colleagues of your choosing. (Figure 8)

Figure 8: Email a report.

  • Export: Export your charts and tables as a PDF, in a csv, in xls format or export all of the source data for further review in a different application. (Figure 9)

Figure 9: Export a report.

  • Print Preview: Preview how your report will look when emailed or printed as a PDF.

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