Smaller evaluations are already possible with COREDINATE through the filter functions in the work results.
There you can filter specifically for certain periods, areas or employees.
If you want to influence which data is displayed in the result or even send your reports to customers automatically, then Evaluations is the right thing for you.
Important to understand:
To be able to export your collected data, you need reports.
These are templates that tell COREDINATE where to write which data.
With reports you can, for example, convert your data into PDF format.
If you want to forward your reports automatically (e.g. to customers or to one of your object managers), you have to create a report and give it a name.
Reports are created once and can be customized for each customer to meet their specific requirements.
For example, one customer will have a report that lists the name of the security guard who recorded the checkpoints - the next customer will not have the employee column.
All this is possible with COREDINATE reports. To create a new report, please proceed as follows:
Log in to the portal and click first on Evaluations in the main menu on the left and then on Reports.
A list with all reports created so far will open - please click on the plus under the list
A popup window with the most important basic data of the new report will open - please give the report a name and select the basis for the report (e.g. Checkpoint scans or Events), select the customer or the area and then click Create:
After you click on Create, the detailed view of the new report opens with still few details, only the basis of the report is already predefined by the previous input:
The yellow marked areas still need your attention - they are mandatory fields without which the report will not work - except for the fields *Report has the following columns*. You can tick them as needed.
But everything in order, let's start with:
The general information about the report is recorded in the upper left area - here the defined name from earlier has already been taken over. To make entries in this area, please click on the pencil in the upper right corner.
If you want an introductory text that appears before the actual data table in the report, you can enter it under Text above table in report.Set the actual report content
Now we need to determine which data should end up in the report. We can do this easily by clicking on the pencil icon in the upper right corner of the Contents area of the report.
The fields we can edit have the following meaning:
Here you can define which data should be recorded.
In our example it is Control points.
Here you can define quite roughly which period you want to record.
However, this is not as precise as the following setting option period in hours.
It is best to enter 24 (for 24 hours) here for the daily report.
The report will now capture everything that is captured within the next 24 hours from the time the report is sent.
As an example:
If the report is automatically sent at 08:00 every day, the checkpoints will be recorded in the report from 08:00 until 08:00 the next morning.
If no data is entered, no e-mail will be sent!
At Report has the following columns you can check item by item which data should be included in the report and even determine the order of the columns.
By default, no column is selected!
To include a column in the report
simply place a check mark in front of the desired column:
The entry that is in first place is displayed on the far left of the report, all subsequent entries are then displayed on the right, from top to bottom. To change the order simply move the entry with the two arrows up or down . Once you have made all your entries, click at the bottom right on .Set the filters
Now we have almost made it!
What is still missing are the filter criteria, because in the rarest cases all the collected data are useful in a single report.
For this we turn to the right side of the detail view, the report preview:
We find above the preview a bar with filters, with which we can set the desired filters: .
Don't forget: If the filters are set, please save themby clickingon Save filtering save the set filters for this report!
If you do not use filtering, the data of each employee and the previously specified object will always be completely captured.