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Scheduled Reports

This Help File Page was last Modified on 02/10/2017

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Scheduled Reports

This Help File Page was last Modified on 02/10/2017

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Scheduled Reports

This Help File Page was last Modified on 02/10/2017

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The Scheduled Reports button on the Dealers Form, and also available on the General Menu of the Subscribers Form, will only be displayed if the Communication Module has been registered.

Alarm Dealer Information relating to Scheduled Reports must be entered if you want to have any of your Alarm Dealer(s) receive (daily or periodically scheduled) information about the alarm events that affect them.

The Scheduled Reports specifically for the Dealers must be defined through the Dealers Form

To Access the Dealers Form:

a)From the Backstage Menu System Select Maintenance and Choose the General option, then select the General Maintenance option which displays the secondary Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the secondary Maintenance Menu.

Once the Maintenance Menu is displayed, Choose the Monitoring sub-menu, then Click on the Dealers option.

 

HelpFilesDealersForm-ScheduledReportsOption

General Maintenance Menu - Monitoring sub-menu - Dealers Form - Scheduled Reports Icon

 

Click the Scheduled Reports button on the Dealers Form to see the dialog shown below.

 

HelpFilesScheduledReports

Scheduled Reports Form - Available on the Dealers Form

 

Scheduled Reports entered this way are "attached" to that Dealer.

 

To enter Scheduled Reports information within MKMS, open the Subscribers Form.

Press F2 to Retrieve the Subscriber record representing the Account needing the Scheduled Reports

Open the Subscriber Options Menu on the Navigation section of the Subscribers Form, Select the General sub-menu, then Choose the Scheduled Reports option.

Scheduled Reports entered in this manner are "attached" to the currently selected Subscriber.

 

HelpFilesScheduledReports

Scheduled Reports Form - Available on the Subscribers, Dealer Forms

 

 

The data entry process for defining Scheduled Reports is identical thereafter for both Dealers and Subscribers.

 

To define a Scheduled Report,Click the HelpFilesNavigationMenuNewIcon and complete each field listed below, as appropriate.

 

HelpFilesScheduledReportsNewRecord

Scheduled Reports dialog - New Record Line

 

Entry Type - Use the Drop-Down Selection List  to Choose either FaxEmail, or Printer.

 

There are three ways to transmit a Scheduled Report: 1) as a Fax, 2) delivered via Email, or 3) as a Printer file sent to Disk

 

HelpFilesScheduledReportsEmailPrinter

Scheduled Reports Form - Report by Fax, Email or Printer( to Disk), Path entries

 

1.Fax - Defining a Scheduled Report that will be sent by Fax

Report Email 1 - If you want to send this report by Fax, enter the full Telephone Number to be dialed.

2.Printer - Defining a Scheduled Report that will be a Printer file sent to Disk:

Report Email 1 - If you want to send this report to disk, enter the full Path to the desired file location.

Report Email 2 - If this will be a Printed Report, do not enter anything in this field.

NoteThis feature is provided for those that want a copy to make available via their Web Site, or to have a "snapshot" report available, whenever needed.

3.Email - Defining an Emailed Scheduled Report:

Report Email 1 - If the Entry Type is Email, enter the primary Report Email address to send the report.

Report Email 2 - Optionally, if you sent the report as an Email in the Report Email 1 field described above, you may enter the secondary Report Email address, if required.

 

Report - Use the Drop-Down Selection List to Choose the type of report desired.

When the Scheduled Reports dialog is accessed from within the Dealers Form, these report options are available:

 

HelpFilesScheduledReportsTypes

Dealer Report Options

 

When the Scheduled Reports dialog is accessed from within the Subscribers Form, these report options are available:

 

HelpFilesScheduledReportsTypesForSubscribers

Subscriber Form - Report Options

 

Next Event - This information will be inserted by the system based on the other selections made.

Frequency - Click on this Frequency field to display the Ellipse.HelpFilesEllipseButton

Then Click the Ellipse to display the Report Recurrence dialog.

There are four tabs available to allow you to specify exactly when these reports should be transmitted.

1.Daily - The Report is to be sent every day.

2.Weekly - The Report is to be sent one or more days each week, as specified.

3.Monthly - The Report is to be sent every month on the date specified.

4.Yearly - The Report is to be sent every year, in the month, and on the date specified.

 

Daily - Produce and transmit the selected report Daily as specified:

 

HelpFilesScheduledReportsRecurenceDailyTab

Report Recurrence dialog showing Weekly tab

 

Every nn Days - Enter the number of days between each transmission of this report.

oBy default, the number is 1.

oYou may revise this number as needed.

Start on - By default, it will be Today.  

oUse the Drop-Down Calendar/Date Selection Box to Choose a different start date.

No End Date - Click this button to indicate this is an ongoing request.

End By - Click this button to indicate this request ends on the specific date.

Enter date - Use the Drop-Down Calendar/Date Selection Box to Choose that date.

 

Weekly - Produce and transmit the selected report Weekly as specified:

 

HelpFilesScheduledReportsRecurenceWeeklyTab

Report Recurrence dialog showing Weekly tab

 

Every nn Week(s) - Enter the number of weeks between each transmission of this report.

oBy default, the number is 1.

oYou may revise this number as needed.

Days of the Week - Using the Drop-Down Selection List to Choose when these reports are to be transmitted.

 

HelpFilesScheduledReportsRecurenceWeeklyTabWhatDays

 

oCustom allows you to Check specific days (see illustration above).

Start on - By default, it will be Today.  

oUse the Drop-Down Calendar/Date Selection Box to Choose a different start date.

No End Date - Click this button to indicate this is an ongoing request.

End By - Click this button to indicate this request ends on the specific date.

Enter date - Use the Drop-Down Calendar/Date Selection Box to Choose that date.

 

Monthly - Produce and transmit the selected report Monthly as specified:

 

HelpFilesScheduledReportsRecurenceMonthlyTab

Report Recurrence dialog showing Monthly tab

 

Every nn Month(s) - Enter the number of months between each transmission of this report.

oBy default, the number is 1.

oYou may revise this number as needed.

Day nn of the month (or 0 for last day of the month) - Normally, the last day of the month.

oBy default, the number is 0.

oYou may revise this number as needed.

Start on - By default, it will be Today.  

oUse the Drop-Down Calendar/Date Selection Box to Choose a different start date.

No End Date - Click this button to indicate this is an ongoing request.

End By - Click this button to indicate this request ends on the specific date.

Enter date - Use the Drop-Down Calendar/Date Selection Box to Choose that date.

 

Yearly - Produce and transmit the selected report Yearly as specified:

 

HelpFilesScheduledReportsRecurenceYearlyTab

Report Recurrence dialog showing Yearly tab

 

Every nn Year(s) - Enter the number of years between each transmission of this report.

oBy default, the number is 1.

oYou may revise this number as needed.

Every month / day (0 for last day of the month) - Indicate when the report is to be transmitted.

omonth - Use the Drop-Down Selection List to Choose the appropriate month.

oday - By default, the number is 1.

oYou may revise this number as needed.

Start on - By default, it will be Today.  

oUse the Drop-Down Calendar/Date Selection Box to Choose a different start date.

No End Date - Click this button to indicate this is an ongoing request.

End By - Click this button to indicate this request ends on the specific date.

Enter date - Use the Drop-Down Calendar/Date Selection Box to Choose that date.

Options - Click on this Options field to display the Ellipse.HelpFilesEllipseButton

Then Click the Ellipse to display the appropriate Options dialog.

In some cases, the selection of a certain Report requires a specific Option be selected.

In other cases, a specially entered System defined option is inserted - and this option Number may not be changed.

In other cases, No Options are available, in which case you will see the informational message shown below.

 

HelpFilesScheduledReportsNoOptionsMessage

Information box stating that No Options are available

 

The Reports that do require/offer Options will display a Report Options dialog:

Open and Close Report - See Open and Close Report for additional information.

 

HelpFilesScheduledReportsOpenCloseDialog

Report Options - Open and Close - Scheduled Reports dialog

oReport Type - Indicate (Click) the reporting period that is to be provided.

oPrint Attention Line? - Check this box to include the Subscriber's Attention Line information on the Open and Close Report.

oPrint Passcodes? - Check this box to include the Subscriber's Passcode information on the Open and Close Report.

oShow Area Description? - Check this box to show any Area Descriptions on the Open and Close Report.

oInclude Incident Numbers? - Check this box to include Incident Numbers on the Open and Close Report.

oShow Operator Notes? - Check this box to include Operator Notes on the Open and Close Report.

oShow Zone Description? - Check this box to include the Zone Description on the Open and Close Report.

oPrint 'Empty' Report if No matching Data Found - Check this box to print reports that would otherwise be blank (thereby still providing the Report Title and Dealer's Name and Address for any "no data" situation).

 

Alarm Activity Report - See Alarm Activity Report for additional information.

 

HelpFilesScheduledReportsAlarmActivityDialog

Report Options - Alarm Activity - Scheduled Reports dialog

 

oShow UL Accounts Only - Check this box to only include activity from UL® Accounts.

oPage Break on CSID - Check this box to execute a Page Break after a change of the CSID.

oPrint 'Empty' Report if No matching Data Found - Check this box to print blank reports for a "no data" situation.

Note: The Use Customer Time option available on the Alarm Activity Report in MKMSCS is automatically turned on when the Alarm Activity Report is printed through the Communications Module.

 

If the Custom Report option is selected a different Report Options dialog is displayed.

 

HelpFilesScheduledReportsCustomReportOptionsDialog

Report Options - Custom Report options

 

Using the Drop-Down Selection List provided, Choose the desired Custom Report format.

oIf the Custom Report format designed to be sent to a Dealer, it has to include a Search for Dealer dialog which must be designated as mandatory.

oIf the Custom Report format designed to be sent to a Subscriber, it has to include a Search for Subscriber dialog which must be designated as mandatory.

 

HelpFilesScheduledReportsNewRecordCompleted

Scheduled Reports dialog - New Record Line completed

 

 

Click Save Icon at the top left of the Scheduled Reports Form to save the record, or Click Cancel Icon to abort the entry.  

Repeat as needed.

Click the Close box HelpFilesCloseBoxto return to the Dealers Form or the Subscribers Form, depending from where this Scheduled Reports Form was opened..