Report Management

Enabling Reports

1. Access the Reports screen and click the "Disabled" screen tab.

2. Use the drop-downs to filter reports and narrow search results.

3. In the "Building" list, click the checkbox by the report(s) you would like to enable.

Note: You may select multiple reports to enable. To enable all reports in the table, click the checkbox left of the building header.

4. A checkmark icon appears in the selected checkbox, and the [Enabled Reports] button becomes active.

5. Click the [Enabled Reports] button. The enabled report(s) will appear in the Enabled tab and are available to view and download in Fusion.

Note: See the Reports in Fusion Functionality article for more information about viewing and downloading reports.

Disabling Reports

1. Access the Reports screen and click the "Enabled" screen tab.

2. Use drop-downs to filter reports and narrow the search results.

3. In the "Building" list, click the checkbox by the report(s) you would like to disable

Note: You may select multiple reports to disable. To disable all reports in the table, click the checkbox left of the building header.

Re-Generate Reports

1. Access the Reports screen and click the "Enabled" screen tab.

2. Click the [Re-Generate] button for the report you would like to update. 

3. In the pop-up window, change the month and year to match the time period of the previous report and click the weekly or monthly interval checkbox.

4. Click the [Re-Generate] button.

5. The report will be updated on the Fusion Reports screen.

Note: Re-Generating reports is recommended after making changes to the building configurations.

Changing Report Prioritization

1. Access the Reports screen and click the "Prioritization" screen tab.

2. In the Priority Column, click the Report Priority you would like to change. 

3. A drop-down menu will appear, select the updated priority from the list. 

4. Click the [Apply Changes] button.

Note: To change the priority for all Reports listed, use the dropdown menu displayed at the top of the priority column.

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