Reports

Overview

Use the Reports screen to manage reports for the selected panel. You can:

• Review completed reports.
• Monitor scheduled reports.
• Generate reports on demand.
• Export report results as PDF files.
• Configure report content and delivery settings.

Before you begin

• The panel is registered in the system.
• Your device has a network connection.

Report availability and email delivery depend on system settings

• Report history retention may be limited by system settings.
• Email delivery requires a valid email address and configured SMTP server settings.

Screen layout

Reports list view

1. Report informationShows the report type, name, status, and execution time.
2. Add reportOpens the Add report dialog so you can create a report.

Add report view

1. Name fieldSets the name shown in the reports list.
2. SCHEDULE sectionContains options for when to generate the report.
3. OPTIONS sectionSelect Faults, Events, Processes, or RRI Tests to include them in the report.
4. Email fieldEnter an email address to receive the completed report.

Common scenarios

Create a new report

1. Open the REPORTS tab for the selected panel.
2. Select Add report.
3. Enter a report name in the Name field.
4. Select one or more content options under OPTIONS:
   • Faults includes fault data.
   • Events includes event history.
   • Processes includes process activity.
   • RRI Tests includes RRI test results.
5. To run the report immediately, select Start Right Now under SCHEDULE.
6. To email the report automatically, enter an address under WHEN COMPLETED.
7. Select ADD REPORT.

View a completed report

1. Open the Reports screen.
2. Locate the completed report in the list.
3. Check that the report status is Finished.
4. Select the report.

Review scheduled reports

1. Open the Reports screen.
2. Review report entries grouped by date.
3. Check the execution time and status for each entry.

Send reports by email

1. Create a new report.
2. Enter an email address in the Email field under WHEN COMPLETED.
3. To add another recipient, select Add and enter the email address.
4. Select ADD REPORT.

Invalid addresses can prevent delivery

Invalid email addresses may prevent report delivery. Check each address before creating the report.

Tips

tip

• Use descriptive report names to make reports easier to identify in the list.
• Select only the content categories required to keep report size manageable.
• Check that the report status is Finished before opening its PDF.
• Use email delivery for scheduled operational reviews or compliance audits.
• Add multiple email recipients when reports must be distributed to a team.

Troubleshooting

Report does not finish

Possible causes:

• The panel is offline or unreachable.
• System communication is unavailable or delayed.
• Report processing is delayed.

What to try:

1. Check that the panel is online and connected to the server.
2. Wait for the system to refresh the report status.
3. If the report still does not finish, create the report again.

Unable to create a report

Possible causes:

• A required field is incomplete.
• An email address has an invalid format.

What to try:

1. Make sure the Name field is complete.
2. Check that all email addresses use a valid format.
3. Create the report again.

Email delivery fails

Possible causes:

• A recipient email address is invalid or incorrectly formatted.
• The email server is not configured correctly.
• Network connectivity was unavailable during delivery.

What to try:

1. Check each recipient address for spelling or formatting errors.
2. Remove unsupported characters or extra spaces from the email field.
3. Contact your server administrator to verify the email server configuration.
4. Try again with a valid email address.

Related pages

See also

• Review events
• Groups
• Remote inspections
• Log