Report Screen Organization
The following information defines how to access the Reports screen and provides a general organizational overview of the screen components,
Accessing the Reports Screen
1. Log in to Synergy through the Resolute Login Portal using the credentials you established during account setup or by clicking the [Sign in with Google] button. You will be taken to the Home screen, which lists all your created customers.
2. On the Home screen, click the [Configuration] button associated with the customer you want to view Reports for. You will be taken to the Site Editor screen.
3. Click the Reports icon in the side navigation menu, and you will be taken to the Reports screen.
Note: Reports can also be accessed in the "Reports" tab of the Site Editor screen once a building has been selected.
Understanding the Reports Screen Layout
The following information provides an overview of the various elements included on the Reports screen.
| Legend | Screen Element | Description |
|---|---|---|
| A | Navigation Tabs | Provides access to the Disabled, Enabled, and Prioritization Reports screens |
| B | Last Updated | A function for the user to manually refresh the report configurations |
| C | Table Filters | Filters selection of Reports shown |
| D | Clear Filter Button | Action button used to clear filter selections |
| E | Apply Filter Button | Action button used to apply filters |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Understanding the Disabled Reports Screen Layout
| Legend | Screen Element | Description |
|---|---|---|
| A | Building Column | Displays associated buildings |
| B | Report Column | Displays Reports available for selected Building |
| C | State Column | Displays the state of the selected building |
| D | Equipment Count Percent Column | Identifies the percentage of equipment tagged |
| E | Equipment Count Column | Identifies the number of tagged and total associated pieces of equipment |
| F | Details Button | Displays error messages in the current Report |
| G | Enable Reports Button | Action button used to Enable selected Reports |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Understanding the Enabled Reports Screen Layout
| Legend | Screen Element | Description |
|---|---|---|
| A | Building Column | Displays associated buildings |
| B | Report Column | Displays Reports available for selected building |
| C | Equipment Count Percent Column | Identifies the percentage of equipment tagged |
| D | Equipment Count Column | Identifies the number of tagged and total associated pieces of equipment |
| E | Details Button | Displays error messages in the current Report |
| F | Re-Generate Button | Re-Generates selected Report based on the date specified |
| G | Disable Reports Button | Action button used to Disable selected Reports |
The following illustration shows the screen location of each of the elements listed in the preceding table.
Understanding the Prioritization Screen Layout
| Legend | Screen Element | Description |
|---|---|---|
| A | Building Column | Displays associated buildings |
| B | Report Column | Displays Reports available for selected building |
| C | Priority Column | Identifies the priority of the Report |
| D | Priority Dropdown Menu | Selected priority will be applied to all listed Reports |
| E | State Column | Displays Reports Enabled or Disabled status |
| F | Equipment Count Percent Column | Identifies the percentage of equipment tagged |
| G | Equipment Count Column | Identifies the number of tagged and total associated pieces of equipment |
| H | Apply Changes Button | Action Button used to apply changes made to the Report priority |
The following illustration shows the screen location of each of the elements listed in the preceding table.
