Step 1: Accessing the Report Section
Log into Aliquot: Open the Aliquot Software Application.
Navigate to Reports: Go to the Report Section.
Select “Report List”: Click on the “Report List” option to display all available reports.
Report List Interface: The interface will display a comprehensive list of reports categorized by client, customer, facility, building, and system layers, defaulting to the last seven days.
Step 2: Applying Filters
Filter Configuration: Utilize the filter options located at the bottom of the report list to refine the displayed data. Available filters include:
Filter Draft Status
Filter by Date
Today
Last 7 days
This month
Past 30 days - Last 5 Years
Custom date range
Filter by Report Type
Service, Operator, Lab, Visit, Checklist, Survey, Inventory
Filter by User
Step 3: Filter Organization - Hierarchy
Client Layer: Pick the relevant Client layer.
Customer Layer: Pick the relevant customer layer.
Facility Layer: Choose the appropriate facility layer.
Building Layer: Select the desired building layer.
System Layer: Click on the specific system layer. Note that in some instances, only one system may be available.
Step 4: Generating the Report List
Layer Selection Confirmation: After selecting the desired layers, the system will generate and display the corresponding list of reports automatically.
Date Range Adjustment: Adjust the date range as needed. For instance, selecting “Today” will show minimal activity, whereas “Last 30 days” will display a more extensive list of reports. "Month" will show this current month.
Step 5: Viewing Specific Reports
Drafts and Final Reports: Access open drafts and final reports within the selected date range.
Filter by Report Type: Select from the listed options; Service, Operator, Lab, Visit, Checklist, Survey or Inventory reports.
Calendar View: You can also look at a month at a time on the Calendar View. From this view, you can click on any indicated reports to view the Final reports. Calendar view only displays reports that have been saved as a Final report.
By following these steps, users can efficiently navigate and filter reports in Aliquot to meet specific reporting needs. For further technical assistance, please reach out to the Customer Success Team via phone 888-455-6641 or email Support@AliquotApp.com.