Reporting in NexsyisNow

Generate dynamic reports in NexsyisNow. Features include:

 

Viewing and Searching Reports

To access reports in NexsyisNow, select the reports button from the navigation menu on the left.

You can view a list of all reports by selecting all reports or browse reports by category. Checking the "show restricted" box will allow you to see the reports that are available but restricted by operator permissions. You can enter a keyword or report name in the search reports to find related reports.

 

 

Choosing Report Parameters and Column Display

You can quickly select a specified date range from the list or set a custom start and end date. 

 

                   

 

 

Select which locations you would like included in the report or "all" if you would like the report to display data for all locations. You have the option to display the report grouped by location. This allows you to view the data and totals by location for multiple locations within a single report run.

 

 

 

The display tab allows you to add, remove and re-order columns, as well as group by up to three methods.

 

 

Columns can be removed from the report by clicking the x on the column name. Additional columns can be added by selecting + Add Column located at the bottom of the column list. 

 

Drag and drop the columns to change the order in which they appear in the report.

 

 

 

Select "Run Report" at the bottom to load your report.

When making display or parameter changes to a report, you must select "Run Report" to view the changes or populate data in the added columns.

 

 

 

 

Filtering Columns and Viewing Report Details

Each column within the report can be filtered by selecting the three dots located within the column header. Filters can be included on one or multiple columns within a single report. 

 

 

 

Reports containing grouped information will have the "Hide Detail" option in the display setup and the option to collapse or expand the details within the report.

When "Hide Detail" is toggled on, the report will load with all details collapsed, only showing the totals for each group. Click the + to expand the details and the - to collapse. 

 

 

Total numbers can be viewed by sum or by average using the down arrow next to the number in the report. 

 

 

 

Report Actions

Use the report actions menu to print, export, and favorite the report as well as create a report subscription.

Exporting

Select the "Export to CSV" from the Report actions menu. 

 

 

Save as Personal or Company Favorite

NexsyisNow reporting allows you to save a report with the selected parameters, display options and column filters as a personal or company favorite. This gives users quick access to the customized report.

 

Once the report parameters and display options have been selected, choose to save the report as a favorite from the Report Actions Menu.

Personal Favorite = Only appears in favorites for the user

Company favorite = Appears in the Company Favorites for all users within the company

 

Reports saved as company or personal favorites can be located from the main reports screen by selecting the Company Favorites and My Favorites from the menu on the left.

 

 

 

Setting Up Report Subscriptions

Report subscriptions let you automatically deliver custom reports to users on a recurring schedule.

To get started, choose Create Subscription from the report's actions menu. Any display customizations and parameter settings you've configured will carry over to the subscription.

 

 

1. Give your subscription a name

2. Choose the scheduling option for the subscription

3. Set how often the report should be sent.

4. For weekly schedules, pick which days of the week the report should go out. (note: the daily schedule will not include Sat or Sun) 

5. Choose the date the subscription should start.

6. If the report is only needed temporarily, you can set an end date.

7. Specify the time of day the report should be delivered.

8. Type each recipients email address and select the + add button to include them in the list.

9. Confirm that all intended recipients appear in the recipient list.

10. Select your preferred report format

11. Choose the report's page orientation

12. Select "Create Subscription" to finish.

 

 

 

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