Learn how to run reports at the Site and Survey level, and the difference between them.
Run a Site level report:
- Click the "Report" button on the Site dashboard
- Select the Surveys to include in the report
- Users can also use the filters to only report on specific system types or install status
NOTE: Site level reports allow users to create a report for multiple surveys contained within the Site and collate them into one file.
Site level reports are a great option if users have multiple floors or buildings in one location, but want them to all show on one report.
TIP: Read more on how to reorganize the surveys for Site level reports here.
Survey Level Reports:
To contrast, users can run report from the Survey level by clicking the "Report" button on the Survey overview page.
This kind of report will only include information for the currently selected Survey.
Read more on how to view created reports.