The Credentials Report allows a Partner to set up, save, and retrieve Reports that contain details regarding all Credentials entered into the Customer Account.
To begin, tap/click on the Reports icon from the Customer Dashboard. Then tap/click the Credentials icon on the Reports page.
Initially, the Credentials Report window will only show a yellow plus icon at the center of the page, allowing the Partner to set up the first Report.
After saving the Report, the page will show two tabs and the Saved Reports in alphanumeric order. The yellow plus icon to create a new Report will also move to the lower right corner of the page.
When creating a new Credentials Report, there are various settings that need to be configured.
Name - Assign a descriptive Name for the Events Report.
Partition - If a Partition is to be included as a filter in the report, select one from the Partition drop-down field.
Filters - Select from the following filter options for the report. With the exception of 'Creation Date' and 'Last Scan Date', these filters can be set so the filtered results are 'One Of' or 'Not One Of' the selected filter items.
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Credential Number - Select specific Credential numbers, number ranges, or credentials that contain certain numbers. |
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Credential Type - Select between Card, Bluetooth, or Mobile App credentials |
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Facility Code - Select between any Facility Codes entered on the Customer Account |
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Creation Date - Select the creation timeframe for those Credentials which will be displayed in the Report. |
| Last Scan Date - Select the timeframe when a Credential was most recently used for display in the Report. |
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Credential Status - Select the status of Credentials added to the Customer Account.
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Output
After selecting the Filters for the Credential Report, a Partner can select the details that will be output when the Report is submitted.
Each Output Field option will display the selected information in the resulting Report. For more information regarding each Output Field option, refer to the article regarding Credential Output Fields.
After setting up the Filters and Output selections, you can Save the Event report by clicking the Save in the upper right corner of the window. This will allow the configured Filters and Output Field selections to be used again without having to configure the settings again.
After a report has been saved, a Partner can load the report again by clicking on the report from the "Saved Reports" tab in Event Reports.
Preview/Submit
After selecting the Filters and Output details, a Partner can either Preview or Submit the Report.
Preview - Tapping/clicking Preview will display up to the most recent 50 entries for the filters and output options selected will be displayed at the bottom of the page. When Filters or Output selections are changed or new events have occurred, the new items will be displayed until the Preview button is tapped/clicked again.
Submit - Tapping/clicking Submit will submit and run the Credential Report. If a Name is not entered for the Credential Report before clicking the Submit button, the report will be generated without a descriptive name. Once a report has been submitted, it can be retrieved from the Retrieve Report tab. The time that the report is retrievable is subject to the Cloud-Based Event Reporting Plan level selected.
Retrieve Reports
- Tapping/clicking on the magnifying glass will give a Partner the ability to view the Report.
- Tapping/clicking the downward arrow icon will allow the Partner to download the Report in multiple formats.
When viewing the Report and the Details output filter was enabled, the furthest right column of each of the log entries is the Details link. Clicking this link displays the Log Entry Details window.
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