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Reports #

In This Section #

Introduction
Generate Reports
Saved Reports
Ad Hoc Report

Introduction #

The Reports module enables you to run various standard and customizable reports to consolidate and harness the data found within FOScore®. Pop-ups must be enabled for reports to open.

Generate Reports #

There are 5 drop-down menus in the Generate Reports tab:

Category
- The category of report you’d like to run (All, ECM, Excel, Form, General).
- Selecting a specific category will refine the rest of the drop-down menu choices.
- When a report is selected, there are previews and descriptions to the right of the report selections.
Report – Select from a list of reports available to the subscriber, administrator, or user.
Portfolio
Site
Building

To run a report:

Select the choices from the drop-down menus for the report you’d like to run and select Generate Report.
- All menus must have a selection, or the report cannot be generated.

Report type dropdown menu and description of selected report

After the report is ready for viewing, the Download Your Report link will appear.
Click the link and the report will download to your device’s downloads folder.
To locate your downloaded report, navigate to the downloads folder on your device.
The report’s name will be determined by the type of report chosen.

sample report being generated and the 'Download Your Report' link

sample report cover page — *ECM Report Sample*

sample report executive summary — *ECM Report Executive Summary Sample*

Saved Reports #

All existing reports will be saved in the Saved Reports section.
Reports are sorted from newest to oldest.
You can view the name, date modified, and the size of each file.

To view options for a preexisting report, click the check box to the left of the name.
Once a report is selected, a bar of options will become available.

checkbox selecting report from list of all saved reports

Reading second from left to right, the available options are: Rename, Move, Copy, Delete, Refresh, and Download.

sample asset tags generated within the Asset Tags report — *Partial view of a downloaded report, “Asset Tags.”*

Saved Reports filter feature location highlighted — ***Saved Reports filter feature***

***report list filtered for building reports***

Ad Hoc Reports #

The system supports Ad Hoc Report queries.
Ad Hoc queries are a customizable feature dedicated to specific data sets that a user may request, resulting in a fully interactive data grid.

sample report from Ad Hoc Query dropdown menu

Click ‘Show Data’ to run the selected query and view it in the grid.

Column headings and order are determined and customizable by the query. By default, the system will group by Portfolio, Site, and Building. Users can customize the grid view by moving column headings into the ‘drag’ field shown below. The search bar provides the option of sorting by keyword.

sample of Ad Hoc report choices using search function

At the bottom of the screen, a filter option with a query builder allows the user to customize the report further.

Create Filter link at the bottom of Ad Hoc Report screen

example of Filter Builder being used in Ad Hoc Reports

Filter Building in Ad Hoc Reports showing values entered

link to applied filter in the Ad Hoc Reports grid

In the upper right corner, an Export Data feature enables you to export your report to CSV, PDF, or Excel. The option to clear the query and start over is also located in this area.

links to CSV, PDF, and Excel file export options as well as Clear and Start Over link

FOScore User Guide

Simplebid User Guide

Reports