¶ Overview
The Upcoming Reminders Report provides a detailed view of reminders that are scheduled to occur within a specified time range. This report helps in tracking and managing upcoming reminders effectively.
¶ Instructions
- Title: Upcoming Reminders Report
- Description: The Upcoming Reminders Report provides detailed information about reminders that are scheduled to occur within a specified time range.
- Supported Files: PDF, Excel
- Sensors: Varies based on compliance parameters
¶ Report Creation Steps
¶ 1. Accessing the Report Creation Page
- Click on Upcoming Reminders Report to navigate to the Create New Upcoming Reminders Report page.
¶ 2. Generating the Report
- On the right side of the page, a dynamic form will appear for creating the report.
¶ 2.1 Report Type
- From the Report Type dropdown, select Upcoming Reminders Report.
¶ 2.2 Date Range
- In the Date Range field, choose the start and end dates for the report.
¶ 2.3 Account Field
- The Account field displays all accounts available for generating the report for specific units and groups.
¶ 2.4 Unit Search
- Use the Search Field to search for units.
- Select the unit(s) needed for the report from the displayed list.
¶ 3. Generating and Viewing the Report
- After selecting all required fields, click the Generate Report button.
- A progress loader will appear while the report is being generated.
- Once ready, a preview of the report will be displayed in PDF format.
¶ 4. Downloading or Saving the Report
- You have three options at the top of the preview:
- Download PDF: Save the report as a PDF file.
- Download Excel: Save the report as an Excel file.
- Save the Report: Save the report for future reference.
¶ 4.1 Saving the Report
- When you click Save, a pop-up will appear.
- Report Name: Enter a name for your report (3 to 20 characters).
- Labels: Add multiple labels to categorize the report.
- After clicking Save, the report will be saved, and you will be redirected to the list of reports where your generated report will be visible.
¶ Troubleshooting
- No Data Displayed: Verify that you have selected the correct parameters for compliance reporting. Check your account permissions if you cannot access specific units.