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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

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

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

Success
Reports can be edited as needed. To learn more on how to edit a report, please visit the DicksonOne Knowledge Base.

About the Alerts Report

• The alerts report allows users to run a report against all active and historical alerts that have triggered during a selected period.
• Users have the flexibility to scope the report to include (critical) alerts and/or warning alerts, as well as high/low alerts and/or not-reporting alerts.
• Just like all other reports, the alerts report is delivered via email as a PDF, can be viewed on DicksonOne, and re-downloaded at anytime.

How to Create an Alerts Report

Build an Alerts Report

1. Click on Reports on DicksonOne.

2. Select the Alerts report form the drop-down menu.

3. Click Save and continue.

4. Select the locations and/or devices you want to report on.

5. Click Save and continue.

Note
When creating a report you have the option to report on selected locations, devices, or a combination of both. When selecting to report on a location, all devices that live underneath that location tree will be included.

6. Provide a Name for the report.

7. Determine the Frequency. “Once” is for a one-time report for a selected timeframe, “Daily,” “Weekly,” and “Monthly” are for automated recurring reports.

8. Determine the alert types that you wish to scope your report to from both of the drop-down menus. This allows you to determine if you want excursions or warnings, or both, as well as high/low alerts or not reporting alerts or both.

9. By default the user creating the report will have their email included as the recipient, but other emails can be added if you wish to send the report to others.

10. Click Save and continue to finish.

11. Review your report configuration and click Save and finish if your setup looks correct or click Edit in the desired fields you wish to change.

Success

About the Alarm Coverage Report

• The alarm coverage report allows users to get a system-wide view of their devices, which alarms are applied to each device, and the schedules for those alarms.
• The alarm coverage will always provide a 7-day weekly view, and the coverage will be based on the day that the report was generated.
• The report will display all alarms that are attached to the device (both custom alarms and alarm templates).

How to Create an Alarm Coverage Report

1. Go to Reports > Create a New Report > and select Alarm Coverage and Save and Continue

2. Select the locations and or devices you want to include in the report. When selecting a location, the report will include all of the devices that live in that location.

3. Review the setup for the report and click Save and Continue.

Note
Alarm coverage reports will include the alarm schedules that are programmed at the time that the report is ran, no matter what frequency (once, daily, weekly, monthly) is selected. For example, if you schedule an alarm coverage report to be delivered on the 1st of every moth, the report will include the devices and alarm schedules that are active on the 1st of every month.

Confirm the report setup looks correct and click Save and Finish. Your once reports will be delivered within a few moment, and daily, weekly, and monthly reports will begin to be delivered on their start date.

About Editing a Report

• Reports can be edited by copying the report into a new one so that changes as needed can be made to a future report
• Users can add or delete recipients on reports, select or remove devices, change the reporting data, and select a different frequency to send the reports

How to Edit a Report

Editing Options:

1. There are various actions that users can take under Actions from Deleting a report, to downloading the most recent report
2. To view more information on the report click the expandable and collapsible carrot
3. To edit or add additional recipients click Edit Recipients

Note
Copy Into New Report action allows a user to reuse the report and edit the report as desired (continue reading to learn more).

Copy Into New Report Action:

This action will allow a user to replicate the existing report into a new copy of the report that can be edited

1. Report Data (e.g. Device, Calibration, Tabular, etc.) can be edited by clicking Edit to the right
2. Devices to report on (selected locations and or devices) can be edited by clicking Edit to the right
3. Click Resolve to make changes to the title, frequency, and add or delete recipients of the report
4. Click Save and finish when finished

Warning
If a report was Copied into a New Report, the old report can be deleted if you wish to no longer receive the previous report. Deleting a report will stop future reports from sending.
Success
Reports that are automated can be edited for a variety of reasons. Take advantage of the automation the DicksonOne reporting suite has to offer.

About Editing Recipients On a Report

• DicksonOne reports are are auditor friendly as the are delivered via Email as PDFs
• The recipients on the report do not need to be users of DicksonOne, so the reports can be emailed to various recipients
• DicksonOne reports allow infinite recipients to send reports

Warning
To learn about how to reassign a reoccurring report when a user is deleted, please Delete a User

How to Edit Recipients On a Report

Select the Report to Edit:

Go to DicksonOne.com > Reports and Select a Report

1. Click on the Expand/Collapse carrot
2. Click on Edit Recipients when the menu expands
3. This

Add or Delete Recipients:

Unlimited Recipients can be added to a report and can always be removed as needed

1. Click +Add Another Recipient to add another email to send the report to
2. To Delete a recipient from a report click the x
3. Click Update recipients 

Success
As more individuals need copies of reports or recipients need to be updated, DicksonOne reports can be edited. To learn more about the various DicksonOne report options, please visit the DicksonOne Knowledge Base.

About Exporting the Account Data

• This feature is limited to Account Owners only, though other users are able to create exports
• This feature allows the Account Owner to create an export that will include all devices in the entire account versus having to create an export for each device

How to Export Data

To export data from all devices on your DicksonOne account, go to Manage > Device Exports

1. Click Export Your Account

To export all data collected from your account, leave the Starts at and Ends at fields blank and click Export.

To set a date range for your data export, use the calendar and slider tools that will appear when you click on the date fields. After you have set the start and end date for your export, click Export.

You will receive an email from noreply@dicksonone.com with a .zip file attached. Inside the file will be an excel spreadsheet with the data you exported.

Depending on the number of loggers and how much data each one has, the email may take some time to arrive. If you do not receive the file, add noreply@dicksonone.com to you approved senders list.

You may also want: Export Device Data

About Exporting Device Data

• The data that is collected by each individual logger can be exported to a CSV file so you can view it, store it, or distribute it via an Excel file.

How to Export the Device Data

To export data to Excel:

Filter the data to the precise range you would like to export. You can do that one of two ways:

1. Use the preset date range toggles at the bottom of the graph.
2. Click the box with date and time to select a specific start and stop date; you can also use the sliding bars to adjust the start/stop time as well.

3.  Click the Export button on the bottom right corner of the graph.
   1. You can also adjust the date range again from the Export pop-up.

4.  Confirm by clicking Export at the bottom right corner of the pop-up module.
   1. Within a few seconds you should receive an email from noreply@dicksonone.com with a .zip file attached. Inside the .zip file will be the data you exported, in CSV format.
   2. If you did not receive the file, add noreply@dicksonone.com to your approved senders list and export the file again.
5. To export a file again, go to the Manage > Device Exports.

6.  This will take you to a list of all your past data exports. Scan the list and fine the name of the file you want to export again. Click the Download button to resend the link to the file.

A Note on Utilizing CSV or Excel Files in Highly Regulated Environments
Data that is exported to Excel is generally not considered auditor-friendly, because anybody can effectively alter the data that is contained in that file. Because of this, your auditor will always consider the digitally-stored data (in this case, the data within DicksonOne) as your “system of record” because the data stored on DicksonOne’s servers is unable to be altered by anyone. However, CSV/Excel exports are a convenient way of quickly accessing large amounts of data for analyzing and distributing among users, particularly those who may not have access to the DicksonOne system.

About Selecting the Right Report

• The DicksonOne reporting suite offers a variety of reports that users can create
• DicksonOne Report options are by Calibration, Device, Channels and Tabular
• DicksonOne Reports can be automated so that they are delivered Daily, Weekly and/or Monthly, as well as Once reports
• Please review the options below to understand the various reports

How to Select the Right Report

Calibration Report:

1. Includes a table of the devices to highlight devices that are past due for calibration, will soon be due for calibration, or is up-to-date on calibration
2. The calibration due date is based on the DicksonOne calibration date, and the selected calibration interval by the user
3.  Can also be viewed online by going to DicksonOne.com > Reports > and clicking Full Report History

Channel Report:

1. Compares the individual channels across devices
2. Variables such as temperature, humidity, differential pressure, etc. can be compared across multiple devices, as well as multiple locations
3. E.g. comparing the temperature across multiple refrigerators (in multiple locations if desired)
4. Can also be viewed online by going to DicksonOne.com > Reports > and clicking Full Report History

Device Report:

1. Contains a graph, summary data alarm occurrences, and comments/annotation information broken down by device
2. Delivered via email with an attached PDF
3. Can also be viewed online by going to DicksonOne.com > Reports > Full Report History

Note
The Device reports are very popular for several users that must meet 21 CFR Part 11 compliance.

Tabular Report:

1. Provides a table of individual readings with a corresponding timestamp for each reading
2. Tabular reports can be very large if they cover a long period of time, include many devices, and/or the devices have a very long sample rates
3. Users can choose to downsample the data to reduce the size of the reports
4. Can also be viewed online by going to DicksonOne.com > Reports > and clicking Full Report History

Tabular Reports can be very large
The Tabular reports can contain a lot of data depending on the data that is collected and selected for the report. If you desire to manipulate the data in other ways we also offer Exports for your devices and account data. Exports are delivered as CSV files. To learn more about Reports and Device Exports, please visit DicksonOne How-to Articles.
Success
All reports can be viewed on DicksonOne in the event that a user does not receive the report via email or has lost it. Reports are also never deleted from the interface and can be downloaded from the interface or resent . To learn more on How-to Create a Report or Exports, please visit the DicksonOne Knowledge Base.

About Viewing the Report History

• If a report has been lost or deleted by the user, reports can always be viewed and downloaded on DicksonOne
• The Account Owner can view all reports that have been generated by other users
• To download and send a report to other recipients or individuals outside of DicksonOne, this feature can be useful

How to View the Report History

Note
Reports are never deleted from DicksonOne given that the account is an active account. The Account Owner of the DicksonOne Account will be able to view all reports, including those created by other users.

In the Reports Page:

Go to DicksonOne.com > Reports

1. Click on Full Report History

Go to DicksonOne.com > Reports

1. All Reports that have been delivered will appear below
2. Click View Report on the right to view the Report
3. Click +Create a New Report if you desire creating a new one

Viewing the Report:

1. When viewing a report you can click Export PDF to download the Report
2. To resend the report via email click Resend 
3. Click the Collapse/Expand accordion to view the Report Details
4. The Report will be displayed below

Success
Reports can be viewed on DicksonOne at anytime after they have been delivered. In case you cannot find the report on your email, deleted the email or simply lost the report, the View History option allows you to retrieve the report in a few steps.