2.4 Saving a Search

Field ID has the ability to save a search that you create. This saves all the criteria and display columns that you selected and you can run this search in the future without having to reselect all the criteria again. All you have to do is click on Save at the top right of the report results, name the search and save it. From now on you can run that saved search from the Saved Items tab.

2.5 Sharing a Search

Once you have saved a search, you can now share this with someone, eg. a customer of yours. This will allow them to run report and view information pertaining to them without the need for them to enter the needed criteria themselves.

2.6 Running a Saved Search

To Run a Saved Search click on the Saved Items tab at the top right corner of the page, locate the Saved Search and click on it.

3. Reporting

Reporting search is based on completed Events (i.e. your inspections or audits). Any results returned are the completed events on your assets based on the criteria that you entered.

3.1 Applying Filters

When you run an Reporting search you can use any combination of filters to show the data you are looking for. For example, "show me all Visual Inspections performed last week". To do this we would use the Event Type Group and Date Performed filter to provide that data.

3.2 Selecting Additional Display Columns

Below are the fields that you can have displayed when you run your search. These are all static except for Asset Attributes and Event Attributes. The fields in Asset Attributes are the common custom fields have been created under Asset Types.  The fields in Event Attributes are the common custom fields have been created under Event Types.

3.3 Performing Group Actions

At the top-right of the results page will be all of the group actions you can perform. In order to perform any of the Group Actions you first must select the events you would like to use. Group Actions include:

• • Print - under the print link you will have 3 different types or reports you can print. All files, once generated are available under the Downloads section under My Account.

    • This Report - this will print a summary of what is on screen in a PDF file

    • Selected PDF Reports - this will print each events report or certificate grouped into one big PDF file. This is the most commonly used print option.

    • Selected Observation Reports - this will print each events observation report group into one big PDF file

  • Save - this allows you to save this search along with criteria and display columns, allowing you to re-run this at any time without having to re-enter your criteria

  • Mass Update - this will allow you to update a field for multiple events at a time

  • Summary Report - this will display an on-screen summary of assets and events that are included in your results

  • Email - this allows you to email this exact report to a specified recipient.

3.4 Saving a Report

Field iD has the ability to save a report that you create. This saves all the criteria and display columns that you selected and you can run this search in the future without having to reselect all the criteria again. All you have to do is click on Save at the top right of the report results, name the report and save it. From now on you can run that saved report from the Saved Items tab.

3.5 Sharing a Report

Once you have saved a report, you can now share this with someone, eg. a customer of yours. This will allow them to run report and view information pertaining to them without the need for them to enter the needed criteria themselves.

3.6 Running a Saved Report

To Run a Saved Report click on the Saved Items tab at the top right corner of the page, locate the Saved Report and click it.

3.7 Upcoming Events (Scheduled Events)

Using Reporting, you have the option to search for upcoming and/or past due events. Below I will outline a few filters to use.

All Scheduled Events

a) Change Event State to Open

b) Press Search

This will show you all upcoming events, whether they are overdue or not. Feel free to use other filters to narrow your results down to a specific 'Owner' or a specific event.

All Upcoming Events

a) Change Event State to Open

b) Set 'From Date' to today's date

c) Press Search

All Overdue Events

a) Change Event State to Open

b) Set 'To Date' to yesterday's date

c) Press Search

4. Setting the Default Layout

For Search, Reporting and Schedules you have the ability to set the default columns, order and sorting. This will apply this default for each user that logs into your Field iD account. You will need the appropriate permission to change this default.

To change the default layouts click on Setup > Templates and select any of the three Column Layout links.

Under each of the three links you will see your current result layout. On the left are all available fields that can be included. Simply click the + to add it to your layout. Under the current column layout can drag to reorder any of the columns or click the x to remove a field.

You can add an asset or event attribute by clicking the Add New link under Asset Attributes. For example, if you have an asset attribute called Manufacturer that you would like to include you would click Add New under Asset Attributes, enter the name Manufacturer, click Save and then add it by clicking the +. You must type the name exactly as it has been setup.