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
Custom date range
Filter by Report Type
Operator, Service, and Lab
Step 3: Layer Selection
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.
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.