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.
• Historical data reports can be created using the frequency option “Once”. NOTE: Do not select Daily Summary when creating a Once (historical data) Device and Excursions report. The “Once” option will not not appear as an option under “Frequency”.

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

Step 1:

Step 2 & 3:

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

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