Topics covered in this article include:

Report View and Navigation

Reports can be accessed in two ways.

From the main navigation bar on the left of the screen click Reports. This will open the reports page with all sites, machines, and schedules that the user is connected to.
To navigate to reports page click the Schedules page in the main menu. On an individual schedule hover and click the reports button The reports page will open with the reports filtered to the selected schedule.

A red background indicates that a failure against an action limit has occurred.

A yellow background indicates a failure against an alert limit has occurred.

Click on any report to open to view, sign or export to PDF.

Opened reports indicate the pass-fail status of measurements, test completions, sign off status and comments.

The chart below shows the test status indicators:

For numerical results, the corresponding longitudinal graphs can be accessed by clicking on the result.

Longitudinal Graphs

Longitudinal graphs for measurements can be accessed by clicking on numerical data within a report or on the graph icon in the Perform QA page.

Longitudinal graphs will display data for the following default periods

Daily Schedules: Last 3 Months
Weekly Schedules: Last 6 months
Monthly Schedules: Last 2 years
Annual Schedules: All data
Ad-Hoc: All data

The displayed period can be adjusted by changing the from and to dates above the graph.

Clicking on data points will open the associated report.

The menu in the upper right allows printing and exporting. The chart may be exported as:

An image in JPEG, PNG, PDF of SVG format.
The data can be exported to a CSV file.
The data table can be displayed below the chart.

Creating Comments on Reports

Additional information may be added to reports by the addition of comments. Comments may be added to reports by clicking on the "+Add comment" button in each test result section.

To close a comment, once it is opened, click the "- Close comment" or "Save" buttons.

Once a comment is created it will show up as shown below:

If needed, the comment may be edited by clicking the "+Edit comment" button.

Hiding Data Points

It is sometimes necessary to remove points from reports where an incorrect setup or other external factor makes the result irrelevant. Users with physicist administrator or owner permissions can remove and restore points in reports with explanatory notes.

If the user has sufficient permissions they will see a button labeled Hide data points at the top of the report.

Clicking on the button will highlight items in the report that may be hidden in a pale blue color. Clicking on an item selects and highlights it. If you want to select all the data in a report you can click the Select all datapoints button. If you have selected all the data points using the Select all datapoints, you may deselect all the data points by clicking the button again.

Once all the points that are to be hidden are selected click on the Confirm hidden data points button at the top of the report. To cancel the selection click Cancel datapoints.

Once the user has confirmed the hiding of data points they may add an explanatory note.

The hidden points will be noted at the top of the report. Clicking on the link will expand the list of hidden points. Hidden points may be restored by clicking Restore next to the point in the list. In the report, the hidden points will be grayed out with a strikethrough the data. The links to longitudinal graphs will still function.

Hidden data points will not:

Count as passes or fails on the report
Be displayed in longitudinal reports
Be counted in data comparison statistics.

When viewing a longitudinal graph any hidden points will be noted at the top of the graph. The list can be expanded and the points restored if desired.

Voiding Reports

If an entire report needs to be voided, this can be done at sign off by a physicist administrator user. The report will be marked as voided on both the report itself and the summary report table. No recorded values will be included in longitudinal data.

Reopening Finalized Reports

Reports that are finalized but have not yet been signed may be reopened by users with physicist and physicist administrator roles.

To reopen the report click on the reopen button in the top right of the report page. If the button does not appear then the most likely explanations are that the user lacks permission to reopen or the report has been signed off.

You may edit values in the reopened report and delete and upload image sets.

Reopened reports can only be finalized but not saved.

An annotation will appear in the comments at the top of the report when the report is finalized

Downloading Analyzed Images

If the report contains images that have been uploaded for analysis there will be download buttons at the top of the report corresponding to each image series uploaded into the report.

Clicking on the button will download a zip file containing the images in the series.

Print or Export a Report

Reports may be printed or exported as a PDF file. Click the Print/Export to PDF button:

The pop up will contain several options:

The top portion includes all of the report sections. Any sections checked will be included in the print or export.

The bottom section includes additional selections to show or omit a listing of meta-items, a listing of incomplete tests, or tolerance tables:

Show common meta items will show table meta-items below the table in the report:

Tolerance tables will show the tolerances used at the time the report was finalized and may difer from current tolerances.

In addition to printing or exporting the report itself, any file attachments may also be exported.

Note that files for image processing will not be included in the attachment export but may also be downloaded using the instructions found in the Downloading Analyzed Images section of this article.