Difference between revisions of "Template:Rms manual reports add new"

From Teltonika Networks Wiki
(Created page with "The '''Add new''' function is used to generate new device parameter reports. ---- * Scroll your mouse pointer to the Report submenu (Reports → Reports → Reports) and click...")
(10 intermediate revisions by the same user not shown)
Line 1: Line 1:
To generate a report go to the RMS web page, left sidebar panel, '''Reports''' and click on <b>Reports dashboard</b> tab (<b>Reports → Reports dashboard</b>).
+
The '''Add new''' function is used to generate new device parameter reports.
 
 
[[File:RMS-reports-left-sidebar-panel.png]]
 
 
 
===Single reports===
 
 
----
 
----
Single (one time) - generates a single report for the selected period. Report(s) are generated manually by user input.
+
* Scroll your mouse pointer to the Report submenu (Reports → Reports → Reports) and click "Add new":
 
 
'''<span style="color:#0455a4"><big>Important!</big></span>'''
 
* Using custom period you can generate a report for a custom period of time.
 
 
 
[[File:RMS-custom-period-report.png]]
 
  
Below is an image showing single reports table.
+
[[File:How to add new report to rms part 1 v1.png]]
 
 
[[File:RMS-single-reports-table.png]]
 
 
 
===Periodic reports===
 
 
----
 
----
Periodic - generates reports periodically at the specified frequency (period). Report(s) are generated automatically.
+
* You will be met with a pop-up where you can customize your report. Descriptions provided below:
 
+
{| class="wikitable" style="border:2px solid white; background: white"
On top of the screen, you will find a number of currently active periodic reports.
+
|+
 
+
| style="border:1px solid white; width: 410px; vertical-align: top;" | [[File:How to add new report to rms part 2 v3.png|left]]
[[File:RMS-active-periodic-reports.png]]
+
| style="border:1px solid white; vertical-align: top;" |
 
+
{|style="margin: 0 auto; valign="left";"
Below is an image showing a periodic reports table.
 
 
 
[[File:RMS-periodic-reports-table.png]]
 
 
 
===Create new===
 
----
 
 
 
<br>
 
[[File:RMS-create report.gif]]
 
 
 
<br>
 
'''Instructions'''
 
# Move your mouse pointer to on the right side of the panel click the [[File:RMS-report-plus-button.png]] plus icon.
 
# A new ''Add new single report'' pop-up window will appear.
 
# Fill out and select your desired options. You will find descriptions for each field down below.
 
# When ready, click the '''Submit''' button.
 
 
 
At the top of your screen, you will get a notification in green text: '''<span style="color:#368d3b">✔ Company created</span>'''.
 
 
 
[[File:RMS-report-created-green-text.png]]
 
 
 
Below are all the description explained for a new report pop-up window.
 
 
 
'''<span style="color:#0455a4"><big>Important!</big></span>'''
 
* Both single and periodic reports have almost identical window for creating reports. Because of that we only have one example for creating a report.
 
 
 
 
* '''Name''' - a custom title for the report
 
* '''Name''' - a custom title for the report
 
* '''Description''' - a custom description for the report
 
* '''Description''' - a custom description for the report
 
* '''Report type''' - the type of the report; can be either:
 
* '''Report type''' - the type of the report; can be either:
** '''Single''' (one time) - generates a single report for the selected ''Period'' - '''Periodic''' - generates reports periodically at the specified frequency (''Period'')
+
** ''Single (one time)'' - generates a single report for the selected ''Period''
 +
** ''Periodic'' - generates reports periodically at the specified frequency (''Period'')
 
* '''Period''' - period of the report. The values for this field are dependent on the chosen ''Report type'':
 
* '''Period''' - period of the report. The values for this field are dependent on the chosen ''Report type'':
** '''Single''' (one time) - generates a single report based on the data gathered: '''Last day''' - over the last 24 hours - '''Last week ''' - over the last 7 days - '''Last month''' - over the last month
+
** ''Single (one time)'' - generates a single report based on the data gathered:  
** '''''Periodic''''' - generates a report: '''Daily''' -  every 24 hours - '''Weekly''' - every 7 days - '''Monthly''' - every month
+
*** ''Last day'' - over the last 24 hours
 +
*** ''Last week'' - over the last 7 days
 +
*** ''Last month'' - over the last month
 +
** ''Periodic'' - generates a report:
 +
*** ''Daily'' -  every 24 hours
 +
*** ''Weekly'' - every 7 days
 +
*** ''Monthly'' - every month
 
* '''Apply for''' - specifies for which devices the report will be generated:
 
* '''Apply for''' - specifies for which devices the report will be generated:
 
** ''All devices'' - information on all devices in the RMS profile
 
** ''All devices'' - information on all devices in the RMS profile
Line 68: Line 36:
 
** ''Data usage'' - sent/received data usage values for the specified period
 
** ''Data usage'' - sent/received data usage values for the specified period
 
** ''Signal strength'' - minimum, maximum and average signal strength values for the specified period
 
** ''Signal strength'' - minimum, maximum and average signal strength values for the specified period
 +
|}
 +
|-
 +
|}
  
===Generate report===
 
 
----
 
----
For single reports, you have to manually generate a report after you create it.
+
* If you choose ''Periodic'' Report type, the "Send report information email" option will become available. If you place a check mark next to it, additional email configuration fields will become visible. An automated program will login to an email account with the information that you provide at the specified frequency (Period) and send a report to the specified recipient. An overview of this configuration is provided below:
  
* To generate a report click [[File:RMS-new-report-button.png|25px]] '''New report''' button.
+
{| class="wikitable" style="border:2px solid white; background: white"
 +
|+
 +
| style="border:1px solid white; width: 410px; vertical-align: top;" | [[File:Send report information email configuration example v2.png|left]]
 +
| style="border:1px solid white; vertical-align: top;" |
 +
{|style="margin: 0 auto; valign="left";"
 +
* '''Subject''' - the text that will be displayed in the email's ''Subject'' field
 +
* '''SMTP server *''' - sender's email providers SMTP server address
 +
* '''SMTP server port *''' - sender's email providers SMTP server port
 +
* '''Secure connection *''' - indicates whether the email service uses TLS/SSL cryptographic protocol for communication protection
 +
* '''User name **''' - email account's login name
 +
* '''Password **''' - email account's login password
 +
* '''Sender's email address''' - email address of the sender
 +
* '''Recipient's email address''' - email address of the recipient
 +
|}
 +
|-
 +
|}
  
<br>
+
'''*''' the example provided above pertains to Google's Gmail provider. If you're using a different email provider, you can easily look up their SMTP information online.
[[File:RMS-generate-report.gif]]
 
  
<br>
+
'''**''' the provided login information will be used by an automated program to login to your email account. Many providers detect this and prevent connection for security reasons. Therefore, it may be necessary to make some exceptions in your email account's security options for this function to work.
 
 
Below you will find an example of a generated report.
 
 
 
[[File:RMS-report-sample-single.png|750px]]
 
 
 
===Report list===
 
----
 
Single reports and periodic reports both have the '''Generated report list''' function. This section displays generated reports. And from here you can either view these reports or delete them.
 
 
 
To access this list click [[File:RMS-generated-report-list-button.png|25px]] '''Generated report list''' button.
 
 
 
<br>
 
[[File:RMS-generated-report-list.gif]]
 
 
 
<br>
 
=====View generated reports=====
 
 
----
 
----
After you accessed the [[File:RMS-generated-report-list-button.png|25px]] '''Generated report list''' to open the report click on the [[File:RMS-generated-report-details-button.png]] '''Generated report details''' button.
+
* When you are done you you will see an indication of the number of parameters that will be included in the report. If everything is in order, click "Save":
 
 
[[File:RMS-generated-reports-details.png]]
 
 
 
 
 
=====Download PDF report=====
 
----
 
 
 
Below you will find an example of a downloaded PDF report.
 
 
 
[[File:RMS-pdf-single-report-example.png|750px]]
 
  
Just click the download button in the generated report's page to get the report.
+
[[File:How to add new report to rms part 3 v1.png]]
 
 
<br>
 
[[File:RMS-download-PDF-report.gif]]
 
 
 
<br>
 
 
 
====Remove generated report====
 
 
----
 
----
To remove a generated report click on [[File:RMS-delete-button.png|25px]] '''Remove''' button.
+
* The newly generated report will become visible in the Report table. To view it, click on the "PDF file" icon located under the "Action" column next to that report's exntry in the Report table:
 
 
[[File:RMS-remove-generated-report.png]]
 
 
 
At the top of your screen, you will get a notification in green text: '''<span style="color:#368d3b">✔ Report deleted</span>'''.
 
  
[[File:RMS-remove-generated-report-green-text.png]]
+
[[File:How to add new report to rms part 4 v2.png]]
 
 
<br>
 
 
 
===Toggle periodic reports===
 
 
----
 
----
Since periodic reports are generated automatically. You may wish to stop this functionality. For this, you can toggle report off/on.
+
* The generated report should look something like this:
 
 
<br>
 
[[File:RMS-periodic-reports-toggle.gif]]
 
 
 
<br>
 
At the top of your screen, you will get a notification in green text: '''<span style="color:#368d3b">✔ Report updated</span>'''.
 
  
[[File:RMS-periodic-report-updated.png]]
+
[[File:How to add new report to rms part 5 v1.png]]

Revision as of 09:20, 25 May 2018

The Add new function is used to generate new device parameter reports.


  • Scroll your mouse pointer to the Report submenu (Reports → Reports → Reports) and click "Add new":

How to add new report to rms part 1 v1.png


  • You will be met with a pop-up where you can customize your report. Descriptions provided below:
How to add new report to rms part 2 v3.png
  • Name - a custom title for the report
  • Description - a custom description for the report
  • Report type - the type of the report; can be either:
    • Single (one time) - generates a single report for the selected Period
    • Periodic - generates reports periodically at the specified frequency (Period)
  • Period - period of the report. The values for this field are dependent on the chosen Report type:
    • Single (one time) - generates a single report based on the data gathered:
      • Last day - over the last 24 hours
      • Last week - over the last 7 days
      • Last month - over the last month
    • Periodic - generates a report:
      • Daily - every 24 hours
      • Weekly - every 7 days
      • Monthly - every month
  • Apply for - specifies for which devices the report will be generated:
    • All devices - information on all devices in the RMS profile
    • Device group - information on devices from the selected group(s) only
    • Selected devices - information on selected devices only
  • Select report parameters - specifies which router parameters will be displayed in the report:
    • Router uptime - router's uptime value for the specified period (not the current uptime)
    • Temperature - router's module's minimum, maximum and average temperature values for the specified period
    • Connection uptime - mobile data connection uptime value for the specified period (not the current connection uptime)
    • Operator - displays to which operators the device was connected during the specified period
    • Data usage - sent/received data usage values for the specified period
    • Signal strength - minimum, maximum and average signal strength values for the specified period

  • If you choose Periodic Report type, the "Send report information email" option will become available. If you place a check mark next to it, additional email configuration fields will become visible. An automated program will login to an email account with the information that you provide at the specified frequency (Period) and send a report to the specified recipient. An overview of this configuration is provided below:
Send report information email configuration example v2.png
  • Subject - the text that will be displayed in the email's Subject field
  • SMTP server * - sender's email providers SMTP server address
  • SMTP server port * - sender's email providers SMTP server port
  • Secure connection * - indicates whether the email service uses TLS/SSL cryptographic protocol for communication protection
  • User name ** - email account's login name
  • Password ** - email account's login password
  • Sender's email address - email address of the sender
  • Recipient's email address - email address of the recipient

* the example provided above pertains to Google's Gmail provider. If you're using a different email provider, you can easily look up their SMTP information online.

** the provided login information will be used by an automated program to login to your email account. Many providers detect this and prevent connection for security reasons. Therefore, it may be necessary to make some exceptions in your email account's security options for this function to work.


  • When you are done you you will see an indication of the number of parameters that will be included in the report. If everything is in order, click "Save":

How to add new report to rms part 3 v1.png


  • The newly generated report will become visible in the Report table. To view it, click on the "PDF file" icon located under the "Action" column next to that report's exntry in the Report table:

How to add new report to rms part 4 v2.png


  • The generated report should look something like this:

How to add new report to rms part 5 v1.png