The Reports dropdown menu provides the ability to:

• Create reports featuring 1 or more active elements from select periods of time.
• Schedule saved reports to be created and sent to users at select time intervals.

1. To create custom reports of 1 or more Elements, navigate to the Generate Reports page under the Reports header.

2. The Default section contains preset reports provided by EXACT Technology. The default Bulk Report creates a report of all active Elements in the last 1 day.

3. To create your own reports, you can customize an existing Default report.

4. Label the customized report with an easy to identify name.

6. Select the types of graphs to be included for each element in the Include Graphs section.

7. Select the page orientation for the report under the Report Orientation section.

8. The File Type section provides 3 different options.

• Single PDF collects all Elements and Graphs into 1 pdf file.
• Multiple PDF will create a separate PDF file for each Element.
• CSV provides a CSV file of Element information.

9. The Element Filters section is where filters can be applied to adjust the Elements selected for the report.

10. By default, Generate Reports will include all Elements with a Monitor Date (Pour Date) within the last 1 day. The Date Range and Date Options allow this to be adjusted.

11. Further filtering of eligible Elements for the report can be done through the Project, Structure and Status filters.

12. Alternatively, specific elements can be selected instead of a more generic filter.

13. Once set up, the customized report can be saved with the Save Report button. Reports must be saved before a Schedule can be created.

14. On the Generate Reports page, customized reports will be shown under the Custom section.

15. Custom reports can be Shared and Favorited from the Generate Reports page.

1. The Schedule Reports option allows the creation and management of schedules for saved reports.

2. Click "Create a Schedule"

3. Choose a saved report

4. This grey box summarizes the settings from the selected saved report.

5. The Email Schedule section sets the frequency and time the report will be sent.

6. Selecting the "Send first email now" check box allows an immediate test of the Scheduled Report once saved.

7. Click "Select Users" to add more Scheduled Report recipients.

8. The final descriptor summarizes the Scheduled Report settings.

9. Once settings are finalized, click the "Save" button to save the Scheduled Report.

10. On the Scheduled Reports page, schedules can be turned on or off with the Enabled toggle.

11. Scheduled Reports can be edited or deleted using the menu options on the right side.