Symec Hub Reports User Guide

Reports Module Overview

Welcome to the Symec Hub reports Module. Here you will be able to generate reports on

Service Tickets
Service Assets
Optimise (v1 and v2)
MDM

Reports generated can be saved as ‘My Own Report’

Each report type is configured similarly using Outline, Filters and Add On’s.

Creating a Report

Select the Report Type

Select the report type you want, create new report, then click run

Outline

Group By

Use the group by feature, so group your a data using any of the data points available for the chosen report.

Note: If you would like your report to be used on the configurable reports dashboard you will need to add a “Group By” so the system knows how to present the data, this will be the ‘Y-Axis of the report.

Your report will then be displayed in groups, in this example we have used $type

As default, the grouped items will be displayed collapsed. To expand these, click on the arrow.

Columns

Select the columns you would like to be included in your report.

The data points you have selected will be displayed as columns on your report.

Sort By

Order by allows you to organise your data by the data point selected.

Filters

Dates

If you would like to see data from only a specific date range you can choose from either a defined range or last number of days.

The last number of days is useful for scheduled reports to show a data set over the previous period, for example open tickets from the last 30 days.

Select a filter that contains a date field. In this example, last agent connect time.

Define the true / false argument.

‘True” is contained within the date range

“False” is not contained within the date range

Filtration

You can add as many filtration options as you like.

For string filtration, we have added the ability for partial match and exact match. This will allow you to easily find a data point if you dont know the complete string, and example might be asset ID or device name.

For number results, we have also added the ability to search “From <> to”. For example, I might be interested in which of my devices are not fully charged overnight I could run a report each day to show me these devices.

Addons

If you have added “Group By” you will be able to select a chart.

For some report types where device location is present you will also be able to add a map.

Running Reports

Once you have configured your report, click “Run” to see your data.

Note: If you add / remove outlines / filtrations, you will need to re-run the report to see the revised data.

Saving Reports

Saving

Once you have fully configured your report, you can save it to ‘My Own Reports’

This will allow you to.

Easily refer back to the report
Schedule the report
Add the report to your dashboard.

To do this click ‘Save as Own Report’ on the right had side of the reports module header.

Give the report a name

This report will then appear in ‘My Own Reports’

Make the changes you would like to the report then click on the save icon.

Editing a saved report

Deleting a saved report

Click on the bin icon

To prevent accidental deletions you will be shown a challenge. You must type the report title in the challenge box to delete the report.

Scheduling Reports

Add new Schedule

Click create schedule

Using the Add New Schedule tool you will be able to.

Add schedule title
Select report to schedule
Select trigger date
Define recipients.

Adding Recipients

If the recipients are hub users you will see them appear in the predictive text box as you type

If the recipients are not hub users simply type their email address and click ‘add new’

You can add as many recipients as you like.

Adding Trigger Date

Here you can select the date and time you would like the report to run.

If you would like the report to repeat you can select

Frequency
End Date
or End after ‘X’ number of occurrences

Editing a Schedule

You can access your schedules in a couple of ways.

Either from the calendar icon against the report in the ‘My Own Reports’ area and from the schedules summary area.

Once you have selected the schedule you would like to edit, you will see the schedule builder appear. Here, you can edit the schedule with your required changes. Once you have completed your amendments, click submit to confirm the changes.

Deleting a Schedule

Select the schedules tab from the left-hand navigation. and mouseover the schedule you would like to delete. When you hover over the schedule, you will see the edit and delete icon appear. Click on the delete icon to delete the report.