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Status reports provide specific information about the statuses being reported by resources in your region during a specific period. These reports are generated mainly as PDF and CSV files. CSV files can be opened and edited with spreadsheet solutions, such as Microsoft® Excel®, or text editors.
After running most of these reports, they are available for seven days on the Jobs List.
The Description column in the Status Reports Menu provides a brief overview of the report and its use.
The Status Type field includes all status types to which you have access, drawn from both the resource's type and those added at the resource level.
Note: For Status Summary reports, a de-activated status is included only when it was used within the date range specified for the report. If such a status is included, it is clearly marked as de-activated.
For many reports, you can generate a PDF file or a comma-separated value (CSV) file. You can use Microsoft® Excel® or a text editor to work with CSV files.
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To generate a Status Summary report
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From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.
In the main menu, click Report and then click Status Summary. The Status Summary Report page opens.
In Start Date and End Date, enter
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the date range for the report.
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For Report Format, click PDF or CSV.
Click Next Step.
Select the checkboxes for the resources you want to include.
Click Next Step.
Select one or more status types.
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- Click Generate Report. The Jobs page opens.
- Click the report to download it
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To generate a Status Detail report
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From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.
- In the main menu, click Report and then click Status Detail. The Status Detail Report page opens.
In Start Date and End Date, enter
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the date range for the report.
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- For Report Format, click PDF or CSV.
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In the Status Type list, select the type.
Click Next. The second
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page opens.
Select the checkboxes for the resources you want to include.
Click Generate Report. The Jobs page opens.
- Click the report to download it.
To generate a Status Reason Summary report
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From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.
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- In the main menu, click Report and then click Status Reason Summary. The Status Reason Summary Report page opens.
In Start Date and End Date, enter
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the date range for the report.
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- For Report Format, click PDF or CSV.
Click Next. The second
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page opens.
- Select the checkboxes for the resources you want to include.
Click Next. The third
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page opens.
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- In the Status Type list, select the type.
Click Next. The fourth
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page opens.
Select the Status Reasons.
If you want to include regional information, select the Regional Aggregate Information check box.
Click Generate Report. The Jobs page opens.
- Click the report to download it.
To generate a Status Reason Detail report
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From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.
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- In the main menu, click Report and then click Status Reason Detail. The Status Reason Detail Report page opens.
In Start Date and End Date, enter
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the date range for the report.
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- For Report Format, click PDF or CSV.
Click Next. The second
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page opens.
- Select the checkboxes for the resources you want to include.
Click Next. The third
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page opens.
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- In the Status Type list, select the type.
Click Next. The fourth
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page opens.
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In the Status Reasons list, select the reason.
Click Generate Report. The Jobs page opens.
- Click the report to download it.
To generate a Status Snapshot report
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From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.
- In the main menu, click Report and then click Status Snapshot. The Status Snapshot Report page opens.
In Report Date, enter
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the date.
In the Hour list,
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select the hour.
In the Minute list, select the minute.
Click Generate Report. The report is automatically downloaded.
To generate a Monthly Status Assessment report
EMResource allows you to select the current month
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for this report
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; however, if you do this, the report results will be zero (0). To generate meaningful data, you must select a month in the past.
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From any page, open the Report menu in the main navigation bar, and select Status Reports. The Status Reports Menu opens.
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- In the main menu, click Report and then click Monthly Status Assessment. The Monthly Status Assessment page opens.
In the Month list, select the
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month.
In the Year list, select the
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year.
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For Report Format,
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click HTML or CSV.
- Select the checkboxes for the resources you want to include.
Click Next. The second
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page opens.
In the Status Type list, select the
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type.
Click Next. The third
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page opens.
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Select the checkboxes for the Statuses you want to include.
Click Generate Report. The report opens or downloads.