Software Frequently Asked Questions
- How do I generate a Patrol Activity report?
- How do I generate an Employee Activity report?
- How do I generate an incident report?
- How do I generate a Shock report?
- How do I generate a Patrol Tour missed visit report?
- How do I generate a Site Missed Visit exception report?
- How do I generate a Checkpoint Missed Visit exception report?
- How do I generate a Checkpoint Visit interval report?
- How do I generate a Missed Visit/Incident Summary report?
- How do I generate a Consolidated Recorder report?
- How do I generate a report by shift time that I have set up in my system?
- How do I generate a report by custom times I have not set up previously in my system?
- How do I generate a report for a specific Recorder?
- How do I generate a report for a specific Region?
- How do I generate a report for a specific Site?
- How do I generate a report for a specific Checkpoint?
- How do I generate a report for a specific Checkpoint type?
- How do I generate a print preview of my report?
- How do I print report?
- How do I create a .PDF versions of my report?
- How do I convert my report into HTML format?
- What is HTML?
- How do I convert my report into XML format?
- What is XML?
- How do I export my report to an excel spreadsheet?
- How do I export my report to a text document?
How do I generate a Patrol Activity report?
To generate a Checkpoint Activity Report, select Checkpoint as the Activity Type on the Activity Reports page.
Period
Select the Start and End dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Recorders
Check the All Recorders option to generate the report for all recorders, or select the required recorder from the drop down list. If a specific recorder is selected, only visits from the selected recorder will appear in the report.
Checkpoints
Check the All Regions option to generate the report for all regions, or select the required region from the drop down list.
If a specific region is selected, Check the All Sites option to generate the report for all sites, or select the required site from the drop down list.
If a specific site is selected, Check the All Checkpoints option to generate the report for all checkpoints, or select the required checkpoint from the drop down list.
If all checkpoints are selected,Check the All Types option to generate the report for all checkpoint types, or select the required type from the drop down list.
To generate the report, click the Generate 
button.
How do I generate an Employee Activity report?
To generate an Employee Activity Report, select Employee as the Activity Type on the Activity Reports page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Recorders
Check the All Recorders option to generate the report for all recorders, or select the required recorder from the drop down list. If a specific recorder is selected, only visits from the selected recorder will appear in the report.
Employees
Check the All Employees option to generate the report for all employees, or select the required employee from the drop down list.
If all employees are selected, Check the All Types option to generate the report for all employee types, or select the required type from the drop down list.
To generate the report, click the Generate button.
How do I generate an incident report?
To generate an Incident Activity Report, select Incident as the Activity Type on the Activity Reports page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day),or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Recorders
Check the All Recorders option to generate the report for all recorders, or select the required recorder from the drop down list. If a specific recorder is selected, only visits from the selected recorder will appear in the report.
Incidents
Check the All Wallets option to generate the report for all wallets, or select the required wallet from the drop down list.
If all wallets are selected, Check the All Incidents option to generate the report for all incidents, or select the required incident from the drop down list.
To generate the report, click the Generate button.
How do I generate a Shock report?
To generate a Shock Activity Report, select Shock as the Activity Type on the Activity Reports page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Recorders
Check the All Recorders option to generate the report for all recorders, or select the required recorder from the drop down list. If a specific recorder is selected, only visits from the selected recorder will appear in the report.
Shock
Check the All Intensities option to generate the report for all shock intensities, or select the required intensity from the drop down list.
To generate the report, click the Generate button.
How do I generate a Patrol Tour missed visit report?
To generate a Missed Patrol Tour Report, select Patrol Tour as the Visit Type on the Generate page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Missed patrol tour visits for
Select the patrol tour for which to perform the report, and the number of patrol tours required per shift. If the Check if additional tours were done option is selected, then the report will show all tours done, even if the minimum number required was satisfied.
To generate the report, click the Generate button.
How do I generate a Site Missed Visit exception report?
To generate a Missed Site Visit Report, select site as the Visit Type on the Generate page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Missed site visits for
Check the All Regions option to generate the report for all regions, or select the required region from the drop down list.
Check the All Customers option to generate the report for all customers, or select the required customer from the drop down list.
To generate the report, click the Generate button.
Per site each shift - this is a detailed view of the report, showing every missed site for each shift.
All sites each shift - this is a summary of the detailed view, showing all sites on each region for every shift.
All sites - table summary - this is a top level summary of the report, showing all sites on each region for the entire period.
All sites - chart summary - this is a top level summary of the report, showing all sites on each region for the entire period, in the form of a chart.
How do I generate a Checkpoint Missed Visit exception report?
To generate a Missed Checkpoint Visit Report, select checkpoint as the Visit Type on the Generate page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Missed checkpoint visits for
Check the All Regions option to generate the report for all regions, or select the required region from the drop down list.
If a specific region is selected, Check the All Sites option to generate the report for all sites, or select the required site from the drop down list.
If all sites are selected, Check the All Customers option to generate the report for all customers, or select the required customer from the drop down list.
To generate the report, click the Generate button.
Per checkpoint each shift - this is a detailed view of the report, showing every missed checkpoint for each shift.
All checkpoints each shift - this is a summary of the detailed view, showing all checkpoints on each site for each shift.
All checkpoints - table summary - this is a top level summary of the report, showing all checkpoints on each site for the entire period.
All checkpoints - chart summary - this is a top level summary of the report, showing all checkpoints on each site for the entire period, in the form of a chart.
How do I generate a Checkpoint Visit interval report?
To generate a Checkpoint Interval Report, select checkpoint as the Interval Type on the Interval Reports page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Interval
Select the minimum number of minutes between visits, or the maximum number of minutes between visits, or select a minimum and maximum to create a window of time in which visits are acceptable.
Checkpoints
Select the site for which to perform the report.
To generate the report, click the Generate button.
How do I generate a Missed Visit/Incident Summary report?
To generate a Missed Checkpoint/Incident Summary Report, select Missed Checkpoint/Incident Summary as the Consolidation Type on the Consolidated Reports page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Missed checkpoint visits for
Check the All Regions option to generate the report for all regions, or select the required region from the drop down list.
If a specific region is selected, Check the All Sites option to generate the report for all sites, or select the required site from the drop down list.
If all sites are selected, Check the All Customers option to generate the report for all customers, or select the required customer from the drop down list.
Incident summary for
Check the All Wallets option to generate the report for all wallets, or select the required wallet from the drop down list.
If a specific wallet is selected, Check the All Incidents option to generate the report for all incidents from the selected wallet, or select the required incident from the drop down list.
If all incidents are selected, Check the All Severities option to generate the report for all incident severities, or select the required severity from the drop down list.
To generate the report, click the Generate button.
How do I generate a Consolidated Recorder report?
To generate a Consolidated Recorder Report, select Recorder as the Consolidation Type on the Consolidated Reports page.
Period
Select the start and end dates of the required period.
Shift
Check the All Shifts option to generate the report for all shifts (entire day), or select the required shift from the drop down list. Select the Custom option to enter a shift with a custom Start and End time. If the start time is after the end time, the shift is overnight.
Recorders
Check the All Recorders option to generate the report for all recorders, or select the required recorder from the drop down list. If a specific recorder is selected, only visits from the selected recorder will appear in the report.
To generate the report, click the Generate button.
How do I generate a report by shift time that I have set up in my system?
To generate a report by a shift that you have set-up in your system, select the report type then uncheck to The All Shifts box then hit the drop down tab and select the relevant shift type then hit the Generate button.
How do I generate a report by custom times I have not set up previously in my system?
To print off a report by Custom Shift Times, once you have selected your report type uncheck the Custom box and select the relevant Start and End time.
How do I generate a report for a specific Recorder?
To generate a report for a specific recorder number, select the report type then uncheck the box next to the All Recorders field then select the relevant pre-defined recorder number and select the Generate button.
How do I generate a report for a specific Region?
To generate a report for a specific Region, select the report type then uncheck the box next to the All Region field then select the relevant pre-defined Region number and select the Generate button.
How do I generate a report for a specific Site?
To generate a report for a specific Site, select the report type then uncheck the All Regions select a pre-defined or default region then uncheck the box next to the All Sites field then select the relevant pre-defined Site Name or Number and select the Generate button.
How do I generate a report for a specific Checkpoint?
To generate a report for a specific pre-defined Checkpoint, select the report type then uncheck the All Regions select a pre-defined or default region then uncheck the box next to the All Sites field then select the relevant pre-defined Site Name or Number, then uncheck the box next to All Checkpoints and select the relevant Pre-defined Checkpoint then select the Generate button.
How do I generate a report for a specific Checkpoint type?
To generate a report for a specific Checkpoint Type, select the report type then uncheck the All Regions field select a pre-defined or default region then uncheck the box next to the All Sites field then select the relevant pre-defined Site Name or Number, then uncheck the box next to All Types and select the relevant Pre-defined Checkpoint Type then select the Generate button.
How do I generate a print preview of my report?
Select the Report field, then select the Report that you wish to generate. Once you have filled in all the fields with the relevant information you can Generate your Report by hitting the Generate button. Once you have Generated your Report you can view your Report by hitting the print preview button.
How do I print report?
Select the Report field, then select the Report that you wish to generate. Once you have filled in all the fields with the relevant information you can Generate your Report by hitting the Generate button. Once you have Generated your Report you can view your Report by hitting the Print Preview button. In order to print off the Report that you have just previewed select File, Print and select the relevant Printer and hit the print button.
How do I create a .PDF versions of my report?
Select the Report field, then select the Report that you wish to generate. Once you have filled in all the fields with the relevant information you can Generate your Report by hitting the Generate button. Once you have Generated your Report you can view your Report by hitting the Print Preview button. In order to create a .PDF document of your Report select the File option then Print and select the relevant .PDF writer (Which can be downloaded here) and hit the Print button.
How do I convert my report into HTML format?
Select the Report field, then select the Report that you wish to generate. Once you have filled in all the fields with the relevant information you can Generate your Report by hitting the Generate button. In order to create a HTML version of the report simply select the Export to HTML button.
What is HTML?
WWW documents are normally written in Hypertext Markup Language (HTML), the native language of the WWW. HTML enables links to be specified, and also the structure and formatting of Web documents to be defined. HTML documents are written in plain text, but with the addition of tags which describe or define the text they enclose.
How do I convert my report into XML format?
Select the Report field, then select the Report that you wish to generate. Once you have filled in all the fields with the relevant information you can Generate your Report by hitting the Generate button. In order to create a XML version of the report simply select the Export to XML button.
What is XML?
XML (Extensible Markup Language) is a standard for creating markup languages which describe the structure of data. It is not a fixed set of elements like HTML, but rather, it is like SGML (Standard Generalized Markup Language) in that it is a met language, or a language for describing languages.
How do I export my report to an excel spreadsheet?
Select the Report field, then select the Report that you wish to generate. Once you have filled in all the fields with the relevant information you can Generate your Report by hitting the Generate button. In order to create an Excel Spreadsheet of the report simply select the Export to Excel button.
How do I export my report to a text document?
Select the Report field, then select the Report that you wish to generate. Once you have filled in all the fields with the relevant information you can Generate your Report by hitting the Generate button. In order to create a Text Document of the report simply select the Export to Text button.
