How To Save and Publish Reports

Overview

When viewing a report you have the option of saving and publishing the report.

Saving a report records the details of that report for that moment in time, and adds it as an attachment to the related item in the system so that it can be viewed later if required. 

Publishing the report will make it available in the Portal for your Customers to view where as an unpublished report will be visible only to the users within your business.

Saving a Report

Follow the steps below to save and not publish a report

1. Open the report you wish to save from the Reports>>Report Library or Recently Viewed Reports

2. Set the report parameters and preview the report. 

3. Select the [Save & Publish] button and select [Save]

Publishing a Report

Follow the steps below to save and publish a report

1. Open the report you wish to save from the Reports>>Report Library or Recently Viewed Reports

2. Set the report parameters and preview the report. 

3. Select the [Save & Publish] button and select [Save & Publish]

Publishing an Already Saved Report

To publish or unpublish an already saved report, find the report in the [Attachments] tab on the item it relates to and select [Edit]. Select or deselect the [Publish] check box and select [Save].

Where will the Report save to?

Once saved, the report will be shown in the Attachments Tab on the applicable item. If you specify an ID number, it will attach to that and if you specify a Property only, it will attach to the Property.

Examples:

Automatically Publishing Reports

When a report is configured to be automatically scheduled and emailed, the report will be automatically saved and published when it is sent from the FireMate system.

It is also possible to configure the system so that the RA Summary V2 or V3 reports are automatically saved and published when a Routine Activity is completed. 

To set your system to do this automatically, follow the steps below

1. Select the [Settings Icon] from the menu. Then select [System & Products] then [System Settings]

2. On the [All Settings] tab there is a field called [Report IDs] that needs to be specifically set with the ids of the reports you would like to automatically run and publish on the completion of RAs

Set ID 15 to this field for the RA Summary V2, or add ID 2 to this field for the RA Summary V3.

If you do not want your reports to automatically save and publish on completion of a Routine Activity, remove all IDs from this field