Unify - Operations Menu: ACO Reports

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CREATE NEW REPORT

40 – To create a new report, on the Changeovers page, click on the “ACTIONS” button.

41 – Select the option “SAVE AS NEW REPORT”.

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

43 – Click on CREATE REPORT.

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

EDIT REPORT

45 – To edit an existing report, on the Changeovers page, click on the “ACTIONS” button.

46 – Select the option “EDIT REPORT SETTINGS”.

47 – 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.

48 – On the COLUMNS tab, new FILTER options are available under CHANGEOVERS section:

• Changeover
• Type
• State
• Last Reading
• Last State Change
• Days in State
• Cylinder Capacity
• Total Cylinders
• Cylinders on Service Side
• Cylinders on Reserve Side
• Cylinders to Deliver
• Product

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

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

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