Product Manuals
This article applies to these plans:
Basic
Standard
Compliant
Enterprise
Create a Report
About Creating a Report
- DicksonOne allows you to create various reports for different purposes that can be useful as part of your SOPs or for Audit purposes.
- The benefit of DicksonOne reports is that they are delivered as PDF, and are 21 CFR compliant.
- DicksonOne reports can be automated so that they are emailed daily, weekly and or monthly.
How to Create a Report
Create the Report:
Go to DicksonOne.com > Reports
- Click +Create a New Report
- Select a report type from the drown-down options
- Optional to check the boxes to Include daily summary and or Add signature line
- Click Save and continue
Select Devices:
You can select a Device(s) and or Locations(s)
- Select the Device(s) and or Location(s) you wish to report data on
- Click Save and continue
Selecting a Location vs. Device
When a device or multiple devices are selected, the report will only contain the selected devices. If a location(s) is selected, the report will include any additional devices that are added in the future on future reports.
Report Setup:
In this section, determine the frequency for how often the report should be delivered
- Provide a name for the report
- Determine the Frequency
- Determine when to first sent the first report
- Click +Add Another Recipient if you wish you send the report to others
- Click Save and continue
Verify Setup:
- Review and/or Edit the information
- Click Save and finish
Success
Reports can be edited as needed. To learn more on how to edit a report, please visit the DicksonOne Knowledge Base.
