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Process Module - Reports

Overview

The Reports section allows you to build formatted documents with titles, sections of information, and insert completed procedure records. You can create reusable report templates and then generate reports from those templates. The Reports page allows you to create and manage reports and templates, whereas the Data Export page allows you to export reports.

The Reports section has two main components:

  • Reports - View and manage saved reports you've created, organize them using templates, and generate formatted documents from procedure, inspection, and exception data.
  • Data Export - Quickly generate and export procedure data using pre-built report templates without saving configurations. Select a template, apply filters, and download results for immediate analysis or ad-hoc reporting needs.

You can create reports from scratch, use existing templates as a starting point, or build reusable templates that others can use.

The Reports Page

From the Process module navigation bar, click Reports to access the three main sections. The page has three tabs: Reports, Report Templates, and Data Export.

Note: In the Process module, Reports and Report Templates appear as separate tabs at the same level. Both tabs display the same listing and information with the same columns and controls.

The Reports and Report Templates tabs display the same columns and use the same controls.

Key Controls

New dropdown - Create new content (same options available in both Reports and Report Templates tabs):

  • Report - Create a new report (opens Report Builder)
  • Template - Create a reusable report template (opens Template Builder)
  • Report from Template - Generate a report using an existing template

Reports and Templates List Columns

The reports and templates tables display key information about each record:

  • ID - Unique identifier
  • Name - The report or template name (clickable to open for viewing or editing)
  • Owner - Who created it
  • Last Modified - When it was last updated

Click on the Name to edit the report or template. Click the trash icon on the right to delete it.

Creating Reports

Reports are created using the Report Builder. You can create a report from scratch or use an existing template as your starting point.

Report Builder

To create a report:

  1. Click the New dropdown and select Report
  2. Enter a Report Title - The name of your report
  3. Enter a Subject of Email - The email subject line for when the report is sent

Designing Your Report Layout

Click Add Component to insert layout elements into your report. The report builder provides several component types:

  • Title Component - Add report titles and headings
  • Text Component - Add formatted text sections
  • Table Component - Display data in table format
  • Procedure Component - Insert specific procedure records from your system

When you select Procedure Component, you'll see a list of all procedures with filters (New +, Completed, Draft, Archive, Options) allowing you to select which procedure records to include in your report.

Saving Your Report

Click Save to save your report. It will now appear in the Reports tab and can be viewed, edited, or sent later.

You can also click Send Report to email the report immediately to recipients.

Creating Report Templates

Templates define the structure, layout, and formatting for reports. Once created, templates can be used repeatedly by you and other users when generating reports.

Report Template Builder

To create a report template:

  1. Click the New dropdown and select Template
  2. Enter a Report Title - The name of your template
  3. Enter a Subject of Email - The email subject line that will appear when the report is sent

Designing Your Template Layout

Click Add Component to insert layout elements into your template. The template builder provides several component types:

  • Title Component - Add report titles and headings
  • Text Component - Add formatted text sections
  • Table Component - Display data in table format
  • Mock Procedure Component - Add a placeholder for procedure data that users will select when generating reports from this template

The Mock Procedure Component creates a placeholder structure in your template. When users create a report from this template, they'll be able to select specific procedure records to replace the mock component with actual data.

Saving Your Template

Click Save to save your template. It will now be available in the Report Templates tab for you and other users to select when generating reports.

Creating a Report from a Template

If templates have been created, you can use them as a starting point to quickly generate reports with pre-configured formatting and structure.

To create a report from an existing template:

  1. Click the New dropdown and select Report from Template
  2. Select which template you want to use from the dropdown
  3. The Report Builder will open with the template's structure and formatting already applied
  4. Enter a Report Title - The name of your report
  5. Enter a Subject of Email - The email subject line (defaults to the template name but can be changed)
  6. Add your data using the template's predefined components and structure
  7. Click Save

This approach saves time by reusing consistent formatting while allowing you to populate it with specific data for your needs.

Managing Reports and Templates

Reports and templates use the same management interface and controls.

Editing a Report or Template

To edit:

  1. From the Reports or Report Templates tab, click on the Name of the item you want to edit
  2. The builder will open
  3. Make your changes
  4. Click Save

Deleting a Report or Template

To delete:

  1. Find the report or template in the list
  2. Click the trash icon on the right side of the row
  3. Confirm the deletion

Data Export

The Data Export tab allows you to quickly generate one-off Procedure reports using pre-built templates. This is useful for quick analyses or exploratory reporting. Choose from standard report types, apply filters to narrow your data, and generate a downloadable report.

To generate a report using Data Export:

  1. Click the Data Export tab
  2. You'll see the Data Export interface with configuration options

Selecting Your Report

The Data Export workflow has three main selection steps:

1. Report Type - Select which type of data to report on:

  • Procedure - Report focused on procedure data (only option available in Process)

2. Standard or Custom? - Choose how the data should be formatted:

  • Standard - Pre-configured layout for the selected report type
  • Custom - Custom layout (if available for the selected report)

3. Report - Select a specific report template to export. Available reports for Procedure data type:

Available Procedure Report Templates

The system includes pre-built standard report templates for Procedure data:

Procedure Reports

  1. Completed Procedure Details
  2. Completed Procedure Hazard Information Details
  3. Completed Procedures by Creator
  4. Completed Procedures by Location
  5. Completed Procedures by Owner
  6. Completed Procedures by Template
  7. Draft Procedure Details
  8. FHR EHRA Procedure Report
  9. FHR Energy Sources Procedure Report
  10. FHR Excavations Procedure Report
  11. FHR Permit Procedure Report
  12. Procedure Count by Location
  13. Test Procedure Report Shared

Filtering Your Report Data

Once you select a Report Type (Procedure) and a specific Report template, a set of filter fields will appear below to help you narrow down the data included in your report.

Procedure Report Filters

  • Submission Status - Filter by whether procedures have been submitted
  • Status - Filter by procedure status (Draft, Completed, etc.)
  • Description - Search for procedures by description text
  • Template - Filter by the procedure template used
  • Barcode - Search by barcode value
  • External Asset ID - Search by external asset identifier
  • Location - Click Select Location to filter by one or more locations
  • Owner - Search for and select a procedure owner. Check Display Inactive or Display Lite Users to expand the available user list

Date Range Filters

  • Completion Date - Filter by when procedures were completed (MM/DD/YYYY from/to date range)
  • Created Date - Filter by when procedures were created (MM/DD/YYYY from/to date range)

Generating Your Report

Once you've selected your report type, format, template, and configured your filters:

  1. Click Generate Report to create the report with your selected parameters
  2. Review the results
  3. Enter a Subject and Body for the email (when sending the report)
  4. Click Yes to email the report to recipients

Pro Tip: Use the Details reports (Completed Procedure Details, Draft Procedure Details) for comprehensive data when you need all fields. Use the Count and grouping reports (Completed Procedures by Location, Procedure Count by Location) when you need summarized, presentation-ready data grouped by category, location, owner, or template.