Asset Reports & Actions

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Asset Viewer

The Asset Viewer provides users with access to customized reports and actions related to the asset being displayed.

Reports and actions can be set to:

• Display tasks associated with the asset (Tasks)
• Open surveys associated with the asset (Actions)
• Display data gathered from the SQL database (Forms)

Options

From the Asset Viewer you can open, create, or delete reports and actions:

info

Reports & actions can only be configured when the Asset Viewer is accessed through the Administrative Panel by authorized users.

1. Existing reports and actions (customizable for each asset)
   • Left-click: Open a report or action
   • Right-click: Edit or delete a report or action
2. Create a report or action (only available when accessed through Administrative Panel)

Open Reports/Actions

Reports and actions accessed through the Asset Viewer are divided into three categories:

• Tasks: Displays tasks according to predefined filters
• Actions: Opens a survey
• Forms: Displays data gathered from an SQL database query.

Edit/Delete Reports/Actions

To edit or delete a report or action:

• Right-click the corresponding report or action to open the sub-menu.
• Choose to Edit or Delete from the sub-menu.

Create Reports & Actions.

Once the create icon is selected, the following window appears:

Admins can create Reports & Actions in the following three categories:

• A. Tasks: Displays tasks according to predefined filters
• B. Actions: Opens a survey
• C. Forms: Displays data gathered from an SQL database query.

Choosing a category from the tabs above displays the corresponding settings fields.

note

Only one report or action can be created at a time.