Report List permits users to easily view all reports. Utilizing the filtering feature in reports, will allow users to more easily find specific reports or a series of reports.
Accessing the Report List.
Access Aliquot: Log into Aliquot.
Reports: Navigate to the "Reports" section.
Select Report List: Click on the "Report List" option.
Report List Interface: The report list section of Aliquot is the main screen for viewing and managing reports created in your organization.
This interface displays reports and their associated data like:
Report number and name.
System the report was created for.
Date and time of report creation.
The report author.
Finished and unfinished reports can be viewed and managed, drafts can be edited, and reports can be filtered in a variety of ways:
Specifying the Customer, Facility, Building, or System.
Choosing report statuses like Open Draft, Final, and Incomplete Reports.
Date, Status, or Report Type.
Filtering Reports:
Filter Organization: Filter reports by which customer, facility, building, or system they were created under. Each layer selected adds further specificity to the filter.
Filter Draft Status: Choose whether the list displays Open Draft, Final, or Incomplete reports.
Filter By Date: Filter reports based on the date of their creation. This defaults to reports created within the last 7 days.
Filter Report Type: Filter reports by type. Choose from the list of Service, Operator, Lab, and Visit.
Clear Filters: Filters are saved between screens. Clicking on the clear filters option removes any filter selections made.
Tip: If you cannot find a report using the search bad, try clearing filters to widen the scope.
Searching for Reports: Reports can be searched for by name using the search bar at the top of the list.
FAQ:
Question: Can reports be deleted?
Answer: Only draft and incomplete reports can be deleted. Once a report has been finalized it cannot be deleted. If you need a finalized report removed, please have your system administrator contact Support@AliquotApp.com or call us at +1(888) 455-6641
Question: How do I delete a draft report?
Answer: Steps to delete a draft report can be found below:
Filter the report list to show "Open Drafts".
Filter by the system the report you wish to delete is in OR Search the name of the report you would like to delete.
Click on the Red Trash Can icon to prompt the deletion of the draft.
When asked if you are sure you would like to delete, select "Delete"