Chart Widget Report

Chart Type Options

Definition

Assembly Compliance Rate

Guage Only

Displays your overall assembly compliance rate

Assembly Types Distribution Chart

Bar, Donut, or Pie

Displays a count or a percentage assembly type in your database.

Backflow Assemblies Removed

Bar, Donut, or Pie

Displays a count or a percentage of assemblies removed within a year, quarter, and month.

Backflow Assemblies Replaced

Bar, Donut, or Pie

Displays a count or a percentage of assemblies replaced within a year, quarter, and month.

Backflow Assembly States

Bar, Donut, or Pie

Displays a count or a percentage of inactive, active, and removed assemblies.

Compliance By Postcode Distribution Chart

Bar Only

Displays a count of compliance by postal codes. The bar graph shows non-compliant, complaint, and unknown compliance statuses.

Compliance Distribution Chart

Bar, Donut, or Pie

Displays a count or % of assemblies. The bar graph shows non-compliant, compliant, and unknown compliance.

Assemblies Next Test Date Calendar

Bar, Donut, or Pie

Displays the number of assemblies due per month.

Table Widget Report

Table Columns Options

Definition

Backflow Assemblies List

Assembly ID
Type
Make
Model
Serial Number
Size
Active
Compliant
Last Test Result
Compliance Expiration
Compliance Date
First Recorded On
Installed On
Account Number
Location Name
Address
City
State / Prov
Postal Code
Last Tested On
Primary Contact
Contact Email
Contact Phone
Contact Address
Contact City
Contact State / Prov
Contact Postal Code
Assembly Location

Displays a list of backflow assemblies within your organization.

Backflow Assemblies Test Reports List

Status
Result
Discrepancies
Reported On
Submitted On
Expires On
Accepted / Rejected On
Notes
Assembly ID
Type
Make
Model
Serial Number
Account Number
Location Name
Address
City
State
Postal Code
Country
Service Provider Name
Service Provider Address
Service Provider City
Service Provider State
Service Provider Postal Code
Service Provider Country
Tester Name
Tester Email
Tester Phone
Submitter Name
Submitter Email
Submitter Phone
Reviewer Name
Reviewer Email

Displays a list of tested assemblies reports.

Backflow Survey List

Status
Result
Discrepancies
Reported On
Submitted On
Expires On
Accepted / Rejected On
Notes
Account Number
Location Name
Address
City
State
Postal Code
Country
Service Provider Name
Service Provider Address
Service Provider City
Service Provider State
Service Provider Postal Code
Service Provider Country
Surveyor Name
Surveyor Email
Surveyor Phone
Submitter Name
Submitter Email
Submitter Phone
Reviewer Name
Reviewer Email

Displays a list of reported surveys.

Communication Types List

Communication Type
Source
Trigger Type
Trigger Info

Displays current communication types in communications.

Communications List

Communication Type
Name
Status
Period
Contact Types
Contact Methods

Displays the names and communication types.

Communications Unsent

Communication Type
Communication Name
Location Name
Location Address
Contact Name
Contact Method
Due On
Generated On

Displays a list of communication awaiting to be sent.

Communications With Errors

Communication Type
Communication Name
Location Name
Contact Name
Contact Method
Error
Sent On
Sent By
Due On
Generated On

Displays a list of communications that contain errors.

Contacts List

Name
Phone
Email
Address
City

Displays a list of location contacts by name.

Incomplete Assemblies List

Assembly ID
Serial Number
Assembly Type
Manufacturer
Model
Size
Compliance Reports
Assigned to Location

Displays a list of orphaned assemblies that are not assigned to a location.

Incomplete Location List

Name
Address1
City
State Prov
Postal Code
Contacts
Assemblies

Displays locations that are missing details.

Location Backflow Assemblies List

Type
Make
Model
Serial Number
Active

Displays a list of assemblies assigned to a location.

Locations Contacts Expanded List

Account Number
Location Name
Location Address
Contact Firstname
Contact Lastname
Primary
Owner
Property Manager
Onsite
Mailing
Maintenance
Email
Phone
Address
City
State/Prov
Postal Code
Country

Displays list of location contacts by location.

Locations List

Account Number
Name
Address
City
State / Prov
Postal Code
Phone
Device Count
Survey Compliance
Last Survey
Survey Expiration
Survey Date
Primary Contact
Contact Phone
Contact Email

Displays a list of ALL locations within your organization.

Service Provider Equipment List

Service Provider Name
Address
City
State / Prov
Postal Code
Assigned To
Assigned To Email
Make
Model
Serial Number
Compliant
Owner
Compliance Date
Expiration Date

Displays a list of test kits within your organization.

Service Provider Test Kit Calibrations List

Status
Result
Reported On
Submitted On
Expires On
Accepted / Rejected On
Notes
Make
Model
Serial Number
Service Provider Name
Service Provider Address
Service Provider City
Service Provider State
Service Provider Postal Code
Service Provider Country
Tester Name
Tester Email
Tester Phone
Submitter Name
Submitter Email
Submitter Phone
Reviewer Name
Reviewer Email

Displays a list of accepted, rejected, and submitted test kit calibrations in your organization.

Service Provider Test Kit Pending Compliance List

Make
Model
Serial Number
Service Provider Name
Reported On
Submitted On
Reported By
Submitted By
Assigned To

Displays a list of service provider profiles with pending test kit awaiting approval.

Service Provider Users List

Service Provider Name
Name
Certification Status
Status
Approved Until
Phone
Email

Displays a list of ALL users assigned to a service provider.

Service Providers List

Name
Primary Contact
Contact Phone
Contact Email
Address
City
State / Prov
Postal Code
Phone
Website

Displays a list of ALL service provider companies within your organization.

Users List

User Type
Email
Name
Certification Status
Job Title
Phone
Organization Name
Last Login

Displays a list of ALL users within your organization.

Text Widget Reports:

Definition

Notification

Displays a compact view of your notifications

Assemblies Due but not tested

Displays the number of assemblies that are past their complaince due date.

Assembly failed test count

Displays the number of reported failed assemblies within your organization.

Assembly Tested Count

Displays the total number of reported assemblies within your organization.

Assembly Compliance Due count

Displays the total number of assemblies that are due for testing.

Backflow assemblies older than

Displays the number of assemblies that are older than 5 years.

Organization item counts

Displays the total number of assemblies and locations within your organization.

Reports Pending Payment Count

Displays a total number of test reports that are in pending payment status.