Configure and generate customized reports

Through the NDD Orbix portal, you can generate customized reports for:

• Exchanged supplies: this report informs the exchanged supplies for the selected period.

• Supply in use: this report informs all supplies currently in use on printers.

• Meters (Line display): this report provides information on all the active meters in the system that apply to the selected printers.

• Meters (Column display): this report informs you of the production of the printers through the system meters in a selected period.

• Computer inventory: this report provides the computers that are currently allocated to customers.

The information obtained in the report can be refined using the filters (depending on the report chosen):

• Customer name or Customer: to select a specific customer to retrieve the report data from. When no specific customer is selected, all customers' data will be retrieved.

• Activity status: if All (active and inactive), Active (computers that are sending data) or Inactive (computers that have not sent data for more than 7 days).

• Managed computers only: to show only managed or unmanaged computers.

• Managed printers only: to show only managed or unmanaged printers. If you select No, unmanaged printers that have been produced in the selected period will also be displayed.

• Monitored printers only: to show only monitored or unmonitored printers. If you select No, unmonitored printers that have been produced in the selected period will also be displayed.

• Only supplies exchanged prematurely: to choose whether or not to filter only supplies that fit the load percentage configured in the provider's premature exchange rule.

• Printer serial number: to search for a specific printer.

• Site: to select a specific site to present the report data. When no specific site is selected, all sites will be displayed.
  The sites available for selection will be based on the filtered Customer. So, if no customer is selected for filtering, it will not be possible to choose a specific site to filter the data.

• Department: to select a specific department to present the report data. When no specific department is selected, all departments' data will be displayed.
  The departments available for selection will be based on the filtered Customer. So, if no customer is selected for filtering, it will not be possible to choose a specific department to filter the data.

• Period: to select the desired period to search for report data, being:
  - Exact date: select a specific date
  - Period: select a period of dates
  The date range cannot exceed 90 days for the Meters (Line display) and Meters (Column display).
  - Last X days: select to show data from the last 7 days, last 15 days or last 30 days

Instructions

1. Go to Reports > Custom

Create a customized report

1. Click on the ✚ button in the top right corner

2. Enter a report name with a maximum of 50 characters

3. Select the report category

4. Enter a short description for the report, if desired

5. Select the desired report under Data source, according to the concepts presented

6. Click on Select the columns for the report

7. Select the columns that will be displayed in the report in the side tab, at least one column must be selected

8. Click the Save button to add the selected columns

9. Click on Config the report filters

10. Configure the desired filters in the side tab, according to the concepts presented and according to the chosen report
    Mandatory filters will be marked with a red asterisk. The others can be filled in to refine the report, but they are optional.

11. Click the Save button to add the configured filters

12. Enable the option Do you want to make the report public? to make it visible to all users, or keep it disabled to make it visible only to you

13. Click the Save button to create the report

To edit or delete a customized report, go to Edit or delete records.

Generate a customized report after creation

1. Locate the desired report

2. Click on the ⋮ button at the end of the line

3. Click on Open

4. Configure the desired filters in the side tab, according to the concepts presented and according to the chosen report
   Mandatory filters will be marked with a red asterisk. The others can be filled in to refine the report, but they are optional.

5. Click the Generate button to generate the report on the same page or Generate in new tab to generate the report in another browser tab

Export a customized report in CSV

1. Select the desired report

2. Click the 🡣 button in the top right corner

3. Configure the desired filters in the side tab, according to the concepts presented and according to the chosen report
   Mandatory filters will be marked with a red asterisk. The others can be filled in to refine the report, but they are optional.

4. Click on the Export button

Once the report has been generated, it will be available in the notifications tab for download.

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