1.3 Reporting Tools

The reporting tools allow the user to run reports on historical message and location data.

How to export a Message Report

1. Click the Main Options Menu > Reporting Tools

2. Click Messages to open the reporting tool

3. Click the starting date to open the calendar > select a starting (from) date and ending (to) date

4. Click Update > Export > Download

Optional: Use the Filter Message Types tick boxes and the reporting tools, i.e. Date, Alias,…, to refine your message list. You can also use the time container to pick the starting and ending time of the report.

How to Export a Location Report

1. Click the Main Options Menu > Reporting Tools

2. Click Locations to open the reporting tool

3. Click the starting date to open the calendar > select a starting (from) date and ending (to) date

4. Click Update > Export > Download

Optional: Filter users by ticking the boxes. Use the time container to pick the starting and ending time of the report.

Export Options: Export as CSV to view the textual data on a spreadsheet. Export as KML to view the location report as an annotated multidimensional map.

How to Export a Custom Form

1. Click the Main Options Menu > Reporting Tools

2. Click Forms to open the reporting tool

3. Locate the form by clicking the Search bar > select the proper form

4. Click the gear icon > Export All

Optional: use the filter icon to filter the forms by date range, workflow, and status