Unify - Operations Menu: PGT Reports

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CREATE NEW REPORT​

49 –  To create a new report, on the PGTs page, click on the “ACTIONS” button.​

50 – Select the option “SAVE AS NEW REPORT”.​

51 – A pop-up window will appear. Insert the desired NAME for the NEW REPORT.​

52 – Click on CREATE REPORT.

53 – The screen will refresh and go back automatically to the PRESSURE GAUGES page. A message in color green stating “The report was created successfully.” will appear in the top-right corner.​

54 – To edit an existing report, on the PGTs page, click on the “ACTIONS” button.​

55 – Select the option “EDIT REPORT SETTINGS”.​

56 – On the DETAILS tab, on the VISIBILITY section, the user can set up the report to PRIVATE or PUBLIC:​

-PRIVATE: Only the user can see this report.​

-PUBLIC: Anyone on the selected distributor can access this report.​

57 – Click on COLUMNS tab to move to the next section.

58 –  On the DETAILS tab, new FILTER options are available under PRESSURE GAUGES section:​

-Pressure Gauge​

-Product ​

-Pressure​

-Last Reading​

-Sensor​

-Function​

59 – To apply these new filters, drag them to the right-side column “SELECTED” and click on “SAVE REPORT”.

60 – The screen will refresh and go back automatically to the PRESSURE GAUGES page. A message in color green stating “The report was saved successfully.” will appear in the top-right corner.

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