Generate an accountability event report

In the navigation bar, click

Account

>

All Events

.

On the

Accountability Events

window, click the event that you want to export as a report.

Optionally, on the

Event Dashboard

screen, apply filters on the

Users

and

Hierarchy

tabs.

Optionally, on the

Users

tab, click

Add

to select and add user attributes, operator attributes, or devices to the report. To see if users are sponsor users or dependent users, add the

Sponsor

attribute. This enables you to see what sponsor user dependent users belong to.

Click

More Actions

>

Export

.

On the

Export Event

window, select the format for the export:

PDF

or

CSV

.

Optionally, add a description to the report. For .pdf files, the description appears under the report title and above the report content. For .csv files, the description appears as the first line in the file.

Optionally, select the

Summary

check box to include the information on the

Summary

tab. The .pdf displays a pie chart and bar graph. The .csv file displays the summary in tabular form.

Optionally, select the

Hierarchy

check box to include a breakdown of all user statuses by organization hierarchy. If you have applied a filter in the

Hierarchy

tab, the

View Filters

link appears under the

Users with status

check box.

Optionally, in the

Users with status

list, select the kind of user that you want to see event details for. This is a useful tool for quickly generating a list of all users who have not yet responded to alerts associated with the event or who have responded that they need help. You can also generate a list of all affected users, all users with any status, or users with a specific status. If you have applied a filter in the Users tab, the View Filters link appears under the Users with a status check box.

Click

Export

.