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Configure Dashboards and Reports
Create reusable dashboards and reports when the standard shift views do not provide the combination of metrics or detail the organization needs.
Create a Transactions Report
Create a transactions report when standard dashboards do not answer a specific operational question about locations, work centers, users, productivity, or other available objects.

Title and Copyright
This page identifies the guide, release, publication details, copyright, and terms of use.
Preface
This guide is for Supervisors and Round Planners who use the mRounds web application. It explains the conventions, related information, and support contacts used throughout the guide.
Overview of mRounds
As a Supervisor or Round Planner, use mRounds to design inspection work, schedule and assign rounds, monitor execution, review findings, and hand over the shift.
Log in to the Web Application
Sign in to the mRounds web application using the method configured by your organization. Your permissions determine which planning, monitoring, approval, and administration options appear.
Find Your Way Around the Web Application
Use the web application modules to plan rounds, schedule work, monitor execution, manage findings, review reports, and prepare shift handovers.
Accept the Shift Handover Report
As the incoming Supervisor, review and accept the previous shift’s handover before taking ownership of open rounds, exceptions, Issues, Actions, notes, and attachments.
Assess and Monitor the Shift
Use the dashboards together to understand compliance, identify exceptions, review workload, and open the rounds, Issues, or Actions that need attention.
Create and Prepare a Round Plan
Create a round plan by choosing the best starting method, defining its scope, building the Operator workflow, validating the mobile experience, and preparing it for approval and scheduling.
Review and Approve Round Plans
Review the plan before publication, record the approval decision, and use workflow configuration or audit history only when those administrative tasks are required.
Schedule and Assign Round Plans
Schedule a published round plan to define when rounds are generated, when they are due, and which Operators or groups receive the work.
Investigate Rounds That Need Attention
Investigate overdue, skipped, partly open, or exception-flagged rounds to understand what happened and route the finding to the correct follow-up process.
Choose an Issue, an Action, or an ERP Notification
Choose the follow-up record that matches the finding, then track it through ownership, progress, resolution, or enterprise maintenance processing.
Hand Over Your Shift
End the shift by reviewing the operational record, adding the required context, submitting the report, and making it available to the incoming Supervisor.
Configure Dashboards and Reports
Create reusable dashboards and reports when the standard shift views do not provide the combination of metrics or detail the organization needs.
- Create and Use a Custom Dashboard
  Create a plant-specific Custom Dashboard when Supervisors need a reusable collection of selected metrics and reports in one view.
- Create a Transactions Report
  Create a transactions report when standard dashboards do not answer a specific operational question about locations, work centers, users, productivity, or other available objects.
  - Refine a Report's Filters and Layout
    Refine the report’s columns, grouping, filters, sorting, and layout so the result contains only the information users need.
  - Manage Existing Reports
    Find, preview, edit, copy, export, favorite, or delete saved reports as reporting requirements change.
- Share Dashboard Data as PDF Reports
  Export or email dashboard information when stakeholders need a PDF or image outside mRounds for review, audit, or discussion.
- Share Round Details
  Download round details as a PDF when stakeholders need a shareable record of submitted, overdue, or in-progress work.
Find Rounds, Issues, and Actions
Use search when you know identifying details for a record, and apply filters when you need to narrow a larger list of round plans, scheduled rounds, Issues, or Actions.
Troubleshoot Common Problems
Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.
Administration and Governance
Use these occasional configuration and governance tasks to control templates, permissions, email delivery, handover setup, and retained content outside the daily shift workflow.

Create a Transactions Report

Create a transactions report when standard dashboards do not answer a specific operational question about locations, work centers, users, productivity, or other available objects.

To create a report:

Click Reports on the left pane, then click Create Report.

Figure 1. Select Objects and Reports
In Report Configuration, select an Object (Transactions, Users, or Productivity) and the Report to base it on.
Update the Report Name if needed, choose Group by Fields, and select the Columns to display.
Click Save, or Save As to save under a different name.

Figure 2. Add Report Details

The report is saved and appears in the Reports list.

Next action: Refine its filters and layout — see Refine a Report's Filters and Layout — or manage existing reports — see Manage Existing Reports.