Group Reporting allows reports to be sent to all users in a group automatically.
THIS FEATURE IS AVAILABLE FOR SONICLOUD PROFESSIONAL AND SONICLOUD PREMIUM CUSTOMERS ONLY. IF YOU ARE A SONICLOUD ESSENTIAL CUSTOMER AND WISH TO USE THIS FEATURE, PLEASE CONTACT US AT SALES@SONICU.COM TO DISCUSS UPGRADING YOUR SUBSCRIPTION.
1. 1. From your SoniCloud Dashboard, use the Navigate Button on the top right corner of the page to select "Reports". This will take you to the Reports page.
2. From the Reports Page, select the Report you wish to set up for Group Reporting. You will see both Core SoniCloud reports, such as the Excursion Report, Device Summary Report, or Calibration Report. You will also see Advanced Reports such as the Meak Kinetic Temperature Report, Alarm Resolution Report, or the Threshold Achievement Report.
3. Once you select a report, you will be prompted if you would like to go to a Group Reporting Template, or run an On-Demand Report. Group Reporting Templates should be used for reports that will be sent automatically at scheduled times. This shows your current saved report templates for the chosen report and allows for the creation of new templates for this report
On-Demand Reporting should be used if you want a report sent Now. To set up your Group Reporting, select Group Reporting Template.
5. To Create a new Template for a specific group click the green “Create New Template for
....”
6. This shows the popout on the right side of the screen.
8. Select the correct settings for the report that you would like to receive. Note that each
report has different template options based on the data available.
9. Click the Automatic Sending Interval. Intervals shown will be what is available for that report. All reports have different and unique settings, so this will need to be done for each report you want to receive.
10. Once the report settings are to your satisfaction, click Save Settings.
For any questions regarding Group Reporting please contact Sonicu Support for assistance. Sonicu Support can be reached by email at support@sonicu.com or by calling (317) 468-2345. Sonicu Support is available M-F 8 am- 5 pm EST.