# Reports

## User Guide: Support Agent Tab <a href="#user-guide-support-agent-tab" id="user-guide-support-agent-tab"></a>

### Reports <a href="#reports" id="reports"></a>

BlueFletch's ***Support Agent*** dashboards provide all users with useful and easily filterable data on a variety of device and organization business cases. The ***Reports*** page in the BlueFletch Portal is an interface for creating, managing, scheduling, and subscribing to automated email reports of the most recent data from dashboard cards. The report comes in the form of a CSV file of a card's data filtered by date range, and by site if desired.

#### Reports Roles and Permissions <a href="#reports-roles-and-permissions" id="reports-roles-and-permissions"></a>

To [create a role](/bluefletch-enterprise/product-guides/portal/admin/roles/manage-roles.md) that supports access to the ***Reports*** page, the [permission](/bluefletch-enterprise/product-guides/portal/admin/roles/permissions.md) Support Report Manage or Support Report View is required. Support Report View (included in the [predefined](/bluefletch-enterprise/product-guides/portal/admin/roles/predefined-roles.md) User role) permits a user to only view and subscribe to active reports. Support Report Manage (included in the predefined Admin role) permits a user to view, subscribe to, create, and manage all of an organization's reports.

A view-only user will be able see all active (published) reports, search for reports by name, filter by report frequency, and select options for interacting with reports:

* **View Report** to see the report's full details.

<figure><img src="/files/UQstseyvjJfApbRmOCkv" alt="" width="563"><figcaption></figcaption></figure>

* **Subscribe** to receive the report in his/her email inbox when the report is dispatched.

A managing user will see tabs for ***Active*** (published), ***Inactive*** (published but deactivated), and ***Draft*** (incomplete or unpublished) reports. A managing user will also be able to search for reports by name and filter by report frequency. In addition to **View Report** and **Subscribe**, a managing user will be able to select the options:

* **Activate** for completed drafts and inactive reports to publish them and move them to the ***Active*** tab.

<figure><img src="/files/NjB8NiokMnzd5MKOEtBL" alt="" width="563"><figcaption></figcaption></figure>

* **Edit** for drafts and inactive reports to make changes to their content.
* **Delete** for drafts and inactive reports to remove them.
* **Deactivate** for active reports to remove them from circulation and move them to the ***Inactive*** tab.
* **Send Test Report** for all reports to send a one-time test of the report email to the user's Portal login email address.

#### Create and Activate New Report <a href="#create-and-activate-new-report" id="create-and-activate-new-report"></a>

Creating reports requires a role with the Support Report Manage permission.

1. On the ***Reports*** page, press the **New Report** button in the upper right corner.

<figure><img src="/files/iTjAcqeiAL2x9joJvTMT" alt="" width="563"><figcaption></figcaption></figure>

2. In the ***Create Report*** editor, enter text for *Report Name* and *Description* fields. A report requires *Report Name* at minimum to save as a draft.

<figure><img src="/files/rO15JoEUsR2ILNN7g3Re" alt="" width="563"><figcaption></figcaption></figure>

3. Select a report frequency value from the *Repeat* dropdown. Options are "Daily", "Weekly", and "Monthly"; the default is "Daily". If selecting "Weekly", also select the *Send Out Day* value; the default is "Sunday".
4. Select a *Send Out Time*. Options are "12:00 AM", "06:00 AM", "12:00 PM", and "06:00 PM"; default is "06:00 AM".
5. Select a *Time Zone*; default is the user's current time zone.
6. Select a *Card*; any public-level and organization-level *Data Table* or *Data Table 2* type card is available to select. A card and/or dashboard must be selected to activate the report.
7. Select a *Dashboard;* any public-level and organization-level is available to select. A card and/or dashboard must be selected to activate the report.
8. Select one or more *Sites* (optional) and/or [site tags](/bluefletch-enterprise/product-guides/portal/enterprise-launcher/managing-sites.md) to filter the report data for all subscribers to only data relevant to the selected sites.

   > **Note:** Not all cards have site data to filter; only select sites if creating a report for a card with a "Site" column.

<figure><img src="/files/UsYU6iNSnjUF2qfNXdqM" alt="" width="563"><figcaption></figcaption></figure>

9. Select one or more *Device Types* (optional) to filter the report data for all subscribers to only data relevant to the selected device models.
10. Enter an *Email Subject* and an *Email Description*; an *Email Subject* is required to activate the report.
11. To add recipients/subscribers to the report, press **Add from User List** button and select one or more organization Portal users. To add email addresses that do not belong to Portal users, type an email address in the *Enter Email* field and press the **+** button to add to the *Recipient List*. Recipients can be searched or deleted from the list before saving.

<figure><img src="/files/NoDVHpFvldv9Cw4XcYZX" alt="" width="563"><figcaption></figcaption></figure>

12. If all the required fields (*Report Name*, *Card*, and *Email Subject*) cannot be filled at the moment, or if the report should not be scheduled for dispatch yet, press **Save as Draft** to save the incomplete report under the ***Draft*** tab.
13. If all the required fields are filled and the report creator wants to see before saving how the test will look when it is dispatched, press the **Send Test Report** button in the upper right corner and confirm that the test should be sent. An email will be dispatched to the user's Portal login email address.

<figure><img src="/files/fLjKu5GIEm5makgj7m6U" alt="" width="563"><figcaption></figcaption></figure>

14. If the report is complete and ready to be scheduled for dispatch, press **Save and Activate** to save the report under the ***Active*** tab.

#### Subscribing to Reports <a href="#subscribing-to-reports" id="subscribing-to-reports"></a>

Any user role with the Support Report View or Support Report Manage permission can subscribe to a report. Only active reports are available for subscription.

1. To have a report sent to the user's Portal login email address, press the report's three-dot option menu and select **Subscribe**.
2. In the confirmation box, toggle the *Show/hide filtered sites* switch to the "on" position.
3. After subscribing, sites can selected by pressing the **Sites** option within the report's three-dot option menu. The list can be searched, and the selection can be cleared by pressing **Reset to Default**. If no sites are selected, that user's CSV report will include all the sites' data.
4. To discontinue receiving a report at the user's Portal login email address, press the report's three-dot option menu and select **Unsubscribe**. A toast will display temporarily at the bottom of the page confirming the unsubscription and providing an **Undo** button in case the unsubscription was accidental.

<figure><img src="/files/dYcfguouNA9RoxfhJ71s" alt="" width="563"><figcaption></figcaption></figure>

#### Edit and Delete Reports <a href="#edit-and-delete-reports" id="edit-and-delete-reports"></a>

Editing and deleting reports requires a role with the Support Report Manage permission.

1. To edit a report, the report must be in the ***Inactive*** or ***Draft*** tab; select the **Deactivate** option on an active report to move it to the ***Inactive*** tab. Select **Edit** from a report's three-dot option menu to open the ***Edit Report*** editor. All fields can be changed. Required text fields (*Report Name* and *Email Subject*) cannot be saved to empty values if they have already been filled before.
2. To delete a report, the report must be in the ***Inactive*** or ***Draft*** tab. Select **Delete** from a report's three-dot option menu. An alert box will display prompting confirmation.

<figure><img src="/files/gSNovA94yv8gprgEuN1G" alt="" width="563"><figcaption></figcaption></figure>


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