Reports - People – ProdataKey, Inc.

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People Reports allow a Partner to set up, save, and retrieve Reports that contain details about People on the Customer Account.

To begin, tap/click on the Reports icon from the Customer Dashboard. Then tap/click the People icon on the Reports page.

Initially, the People Reports window will only show a yellow plus icon at the center of the page, allowing a Partner to set up their first Report.

After saving a 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.

Creating a Report

When creating a new People 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. For some filters (First Name, Last Name, Email), a Partner can select between including the selected item(s) or excluding the selected item(s) from the Report.

First Name - Enter a name or partial name to filter the People present on the Customer Account. If required, check Case-Sensitive. When completed, tap/click Add.

The Options field allows the data to be further filtered. Select from Contains, Does Not Contain, Equals, Does Not Equal.

Last Name - Enter a name or partial name to filter the People present on the Customer Account. If required, check Case-Sensitive. When completed, tap/click Add.

The Options field allows the data to be further filtered. Select from Contains, Does Not Contain, Equals, Does Not Equal.

Email - Enter an email address or partial email to filter the People present on the Customer Account. If required, check Case-Sensitive. When completed, tap/click Add.

The Options field allows the data to be further filtered. Select from Contains, Does Not Contain, Equals, Does Not Equal.

Groups - Select which group or groups the People added to the Customer Account are a Member Of or Not Member Of to be displayed. When completed, tap/click Add.

Card Numbers - Enter a card number or partial card number to filter the People present on the Customer Account. Choose between Equals or Does Not Equal for the filtered data. When completed, tap/click Add.

Facility Codes - Select which Facility Codes entered for each physical Credential under a Person are displayed in the filtered data. Choose between Equals or Does Not Equal for the filtered data. When completed, tap/click Add.

Partitions - Configure this filter to show whether the People displayed are a Member Of or Not Member Of the selected partition or partitions. Tap/click the checkbox next to the Partitions to be filtered and when complete, tap/click Add.

Mobile Credentials - Select whether the People displayed in the Report have different mobile credential types (Bluetooth or Mobile App) added and the Credential Status (Accepted or Pending). Tap/click the appropriate box. When completed, tap/click Add.

Enabled - Select if the status People displayed in the Report is Enabled or Disabled. When completed, tap/click Add.

Output

After selecting the Filters for the Event Report, a Partner can select the details that will be output when the Report is submitted.

After setting up the Filters and Output selections, a Partner can Save the Event report by clicking Save in the upper right corner of the window.

After a report has been saved, a Partner can load the report again by tapping/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 below the Preview and Submit buttons. When Filters or Output selections are changed or new events have occurred, you will need to click Preview again to update the preview of the report.

Submit - Tapping/clicking Submit will submit and run the Event report. If a Name for the Event report is not entered before clicking the Submit button, the report will be generated without a descriptive name. Once a report has been submitted, a Partner can retrieve the Report 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. Tapping/clicking this link displays the Log Entry Details window.