Web App: How to Use the Compliance Report
The Compliance Report provides daily AM and PM readings along with High/Low, Average, and Incident indicators for each asset over a selected period of time. It is used widely when under inspection.
This can be shown to an inspector as proof of abiding by established standards.
- To access the Compliance Report, select the REPORTS tab then click on COMPLIANCE REPORT. This will open a new page on your screen.
- In the upper left corner, you can filter by hierarchy by selecting or searching for a specific site or location.
- Click on the FILTERS icon to display filters such as ASSET NAME, READING TYPE, ENVIRONMENT, and DATE.
- Within each filter, you can refine your search by selecting an individual option. Use the search bar to enter a keyword to locate the item(s) you need then select APPLY to implement the change.
- The ALL or NONE selections in the filters allow you to select all items available or deselect all items. Select APPLY to implement the change.
- To revert the filters to the default view, select the grey FILTERS button in the upper left corner then select FILTERS (DEFAULT). A modal window will appear to confirm you wish to continue with the change.
- Underneath the filters, you will find the ASSET COUNT card which shows the number of assets in the selected location based on how you have chosen to filter the report. The READING COUNT card shows all readings within the selected timeframe, reading type, device ID, etc.
- Next, choose the AM and PM READINGS you would like to pull.
- To the right of the AM/PM Readings, you will find the COLUMN FILTER. By default, some columns are hidden, but you can add and remove columns from the table view by selecting/deselecting the checkbox. Select APPLY to implement the change and update the report.
- To download the Compliance Report, click on the EXPORT BUTTON in the upper right corner of the screen then choose the FORMAT for the report.
- The report should download within a few seconds and will save to your DOWNLOADS FOLDER on your device.