Learn more about each of our ready-to-generate reports and their specific uses. Check out our Reporting knowledge base to learn more about customizing your reports to your specific needs.
Location Reports
Report | Description | Uses |
Incomplete Locations List | A list of locations with missing information. | Use this report to find and update locations missing information such as assemblies, contacts, and more. |
Location Backflow Assembly List** | The specific location of Backflow Assemblies on profile. | Find assembly type, make, model, SN, and status here. |
Locations List | List of locations on profile. Similar to the Location tab. | Use this report to find general information of service provider's address, contact, device count, account number, and more. |
Backflow Assemblies, Test reports, and Survey Reports
Report | Description | Uses |
Backflow Assembly List* | List of all assemblies on profile. | Use this report to view all assemblies in your organization. Filter report for non-compliant assemblies that need testing. A recommended report for dashboards. |
Backflow Assembly Test Report List* | List of ALL test reports linked to assemblies. | Use this report to view ALL pending, accepted, and submitted reports in your organization. Filter this report to show specific report statuses. A recommended report for dashboards. |
Backflow Survey List | List of survey reports linked to locations. | Use this report to keep track of survey compliant status. Pass failed and in-progress surveys. |
Incomplete Assembly List** |
List of assemblies that have never been linked to a location. | Use this report to view Assemblies that are missing fields in detail and unassigned to a location. |
Communication Reports
Report | Description | Uses |
Contact List | List of all contacts in the organization. | Contacts are a great way to keep a record of third-party members( Property manager, owner, etc) and send updates via email/mail. |
Location Contacts Expanded List | List of contacts by location | Use this to find contacts by specific location. |
Users List | A list of authorized organization users. | Use this to see active login users in the organization. |
Communication with Errors | A list of notices that failed to send. | Use to see communications that are no longer generating. |
Communication Unsent | A list of notices waiting to be sent. | Use to see a list of communication before sending. |
Communication List | A list of notice templates | use this to view a list of all of your current comm templates. |
Communication Types | A list of types of communication has already been created. | Contains all already made communication types. |
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Service Provider Reports
Report | Description | Uses |
Service Provider Equipment list | Available assemblies within a service provider. | Use this to locate assemblies and test kits/calibrations within a specific service provider. |
Service Provider Test Kit Calibration List | A view of approved test kit calibrations with submitter name and reviewer name information. | Use this to track calibrations that have been approved and the requester and reviewer information. |
Service Provider Test Kit Pending Compliance List * | A view of all non-compliant or pending approval service provider user test kits. | Use this to locate expired test kits in an organization or locate test kits awaiting approval. |
Service Provider Users List | A list of service provider users and associated service provider companies. | Use this to get the service provider user's service provider and certification status. |
Service Provider List | A report of active service providers in organizations. | Use this to find a list of available service providers with address and primary contact information. |
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