Create a New Report

The Create Report Wizard enables users to set up, schedule, and receive reports via email. After receiving, users can open and print the report directly.

The Create Report Wizard guides users through setting up reports, with steps for entering basic details, choosing notification channels, selecting report content, and setting frequency and schedule. After creation, users can edit settings, view logs, and manually run reports by selecting a date/time or default period. Reports can be sent via email upon completion.

Create a New Report View

Step	Field/Option	Description
Initial View	Window Title	"Create Report Wizard"
	Name*	Required field where users enter the name of the report.
	Entity*	Dropdown to select the relevant entity (e.g., "Minnovation").
	Show Hidden Channels	Checkbox that, when selected, reveals hidden sensor channels for more data options.
	Sensors*	Field to select one or more sensors to include in the report.
	Buttons	Previous: Inactive in this initial view. Next: Proceeds to the next step.
Step 2: Notification Channels	Email Notification	Checkbox option to enable email notifications for the report.
	SMS Notification	Checkbox option to enable SMS notifications for the report.
	Webhook	Checkbox option to enable notifications via webhook.
	Buttons	Previous: Goes back to the initial view. Next: Proceeds to the next step.
Step 3: Report Content	Report Type	Summary: Checkbox to include a summary section in the report.
	Exceptions	Analysis: Checkbox to include exception analysis in the report. Logs: Checkbox to include exception logs in the report.
	Sensor Data	Sensor Map: Checkbox to add a sensor map. Sensor Chart: Checkbox to add a sensor chart. No Data: Checkbox to indicate no data is needed.
	Sensor Table	Basic: Checkbox to include a basic sensor table in the report.
	AI Options	Recommendations: Checkbox to add AI-generated recommendations. Insights: Checkbox to add AI-generated insights.
	Dashboard	Dropdown menu to select a specific dashboard to include in the report.
	Buttons	Previous: Returns to the notification settings step. Next: Proceeds to the next step.
Step 4: Report Frequency & Schedule	Frequency Options	Daily: Schedule report to send daily. Weekly: Schedule report to send weekly. Monthly: Schedule report to send monthly.
	Time Selection	Field to select the hour when the report should be sent.
	Day Selection	Field to select the day the report will be sent (for weekly and monthly reports).
	Time zone	Dropdown menu to select the time zone for the report’s scheduled delivery.
	Buttons	Previous: Returns to the previous step for content selection. Create: Finalizes and creates the report.

After creating a report, users have options to Run or View Logs for the report. Running the report involves selecting a date and time or using a default period, and then clicking Create to receive the report via email. All report settings are editable, offering flexibility for future modifications.

Additional information about Running and Managing the Report after creation.

Feature	Option	Description
Top Right Buttons	Run Report	Button to manually run the report. This allows users to generate the report based on a specific date and time period.
	Logs	Button to view logs related to the report, which can include history of runs, errors, and other relevant details.
Editing Report	Edit Data	Users can edit any of the data entered during report setup (e.g., name, sensors, notifications, content, schedule).
Running the Report	Date and Time Selection	When Run Report is clicked, users must select a specific date and time period to generate the report.
	Apply	After selecting the date and time, clicking Apply will initiate the report generation.
	Cancel	Cancels the date and time selection, allowing users to choose a different time period if needed.
	Default Report Period	Users can also select a default time period for the report, which is predefined and does not require manual date and time input.
Final Steps	Cancel	Cancels the report generation process and exits the selection screen.
	Create	Finalizes the report generation. When clicked, an email with the generated report is sent to the user.