Reports Overview

What are mpro5 Reports? Web Reports are the mechanism by which mpro5 allows users to query, filter, and export data in a range of fashions. They are powered by Microsoft SQL Server Reports Server (SSRS) and run externally to the mpro5 website.

In some case's, the out of the box (OOTB) reports may not be specific enough for the dataset required. In this instance, a custom report could be scoped and created. For example, a custom web report could be created to allow a user to "export all jobs of a specified status for a specified date range to Excel." The reports can be exported to different formats such as Excel, CSV and PDF or printed off. Please be aware that custom reports do fall under our professional services offering so there will be a cost for this.

We will show you how to run three reports here which should get you familiar with running the rest (if required)

How to find Web Reports

1. Select the Reporting tile on the main home screen, then select Web Reports from the dropdown.
   
2. You will be directed to the below page, however your list of reports will be different to what is shown below.
   

How to run a Form Answer Export Report

This guide will assume that you have followed the "How to find Web Reports" guide first.

1. Select Form Answer Export Report from the available reports.
   
2. Login with your reporting credentials.

       You have now generated a report, you can press the save button to save it in the format you                     require (PDF, CSV, Excel). You can also print it using the print button.

How to run a Form Section Performance Report

This guide will assume that you have followed the "How to find Web Reports" guide first.

You can only select one Form at a time with this report, it will show you a performance breakdown on the sections of a form over a period of time. It will show the section names, answer counts, with a min and max score and then calculated into an average score.

1. Select Form Section Performance Report from the available reports.
   
2. Login with your reporting credentials.
   Once you have selected the report, it will ask you for the Reporting credentials. This guide will assume you have these credentials already. Other things to think of is if your using Microsoft Edge, please change browser to Chrome because Edge will try to log into the reporting server with your domain which will fail authentication.
3. Select the Region, Sections, form, as well as the start and end dates and then click view report on the right.
   

You have now generated a report, you can press the save button to save it in the format you require (PDF, CSV, Excel). You can also print it using the print button.

How to run a Form Design Report

This guide will assume that you have followed the "How to find Web Reports" guide first.

You can only select one Form at a time with this report, it will show you the design of a form in mpro5 format, this is good for it you want to make amendments, you can export it, make the changes and send it into us to amend or upload a new form.

1. Select Form Design Report from the available reports.
   
2. Login with your reporting credentials.
   Once you have selected the report, it will ask you for the Reporting credentials. This guide will assume you have these credentials already. Other things to think of is if your using Microsoft Edge, please change browser to Chrome because Edge will try to log into the reporting server with your domain which will fail authentication.
3. Select the customer, Form, Form Section as needed and click view report on the right to get the design of the form as it's currently configured in the system.
   

You have now generated a report, you can press the save button to save it in the format you require (PDF, CSV, Excel). You can also print it using the print button.

How to run a Job Export Report

This guide will assume that you have followed the "How to find Web Reports" guide first.

You can only select one Form at a time with this report, it will show you the design of a form in mpro5 format, this is good for it you want to make amendments, you can export it, make the changes and send it into us to amend or upload a new form.

1. Select Job Export Report from the available reports.
   
2. Login with your reporting credentials.
   Once you have selected the report, it will ask you for the Reporting credentials. This guide will assume you have these credentials already. Other things to think of is if your using Microsoft Edge, please change browser to Chrome because Edge will try to log into the reporting server with your domain which will fail authentication.
3. Select the customers, mobile users, start and complete dates as needed and click view report on the right to get a report of all the jobs completed in the time range selected and against the customers and sites selected.
   

This specific report shows the jobs that have been completed between the requested dates (remember to fill out the complete dates as well as the start dates).

You have now generated a report, you can press the save button to save it in the format you require (PDF, CSV, Excel). You can also print it using the print button.