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

  1. Click +Create a New Report

 

  1. Select a report type from the drown-down options
  2. Optional to check the boxes to Include daily summary and or Add signature line
  3. Click Save and continue
Select Devices:

You can select a Device(s) and or Locations(s)

  1. Select the Device(s) and or Location(s) you wish to report data on
  2. Click Save and continue
Report Setup:

In this section, determine the frequency for how often the report should be delivered

  1. Provide a name for the report
  2. Determine the Frequency 
  3. Determine when to first sent the first report
  4. Click +Add Another Recipient if you wish you send the report to others
  5. Click Save and continue 
Verify Setup:

 

  1. Review and/or Edit the information
  2. Click Save and finish

Still need help?

Call 630.543.3747 today or