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Create Dashboards and Reports
Build custom dashboards, widgets, and transaction reports, and share dashboard data as PDF reports.
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.

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.
What Your Administrator Controls
Several parts of the web application are governed by permissions and tenant configuration, so a screen or option described in this guide may not appear for your account.
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.
Get Started
Log in to the web application and find your way around its modules.
Start Your Shift
Accept the Shift Handover Report and find the rounds, Issues, and Actions you need.
Monitor the Shift
Use the dashboards together to understand compliance, identify exceptions, review workload, and open the rounds, Issues, or Actions that need attention.
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.
Follow Up on Findings
Decide whether a finding becomes an Issue, an Action, an ERP Notification, or a Gensuite Issue, and how each one is tracked to closure.
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.
Create Dashboards and Reports
Build custom dashboards, widgets, and transaction reports, and share dashboard data as PDF reports.
- 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 Custom Widget
  Add a widget to show a selected trend, report, chart, or table on a Custom Dashboard. Choose the visual that best supports the decision users must make.
- Filter and Manage Dashboard Widgets
  Filter, refresh, resize, move, copy, edit, or delete widgets so the dashboard remains useful as monitoring needs change.
- 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.
Create a Round Plan
Choose the starting method that suits the plan you need — manual, copy, template, Excel, AI, or ad hoc. The preparation that follows is the same for all of them, from defining scope to approval and scheduling.
Build the Round Content
Add the locations, assets, pages, sections, and tasks Operators will work through, or import them from a template or another round plan.
Configure Responses and Logic
Choose and configure the response type for each task, and add conditional logic for follow-up tasks and outcomes.
Get a Round Plan Approved
Preview a round plan, send it for approval, approve it, and review the approval audit trail.
Schedule Rounds
Schedule a published round plan to define when rounds are generated, when they are due, and which Operators or groups receive the work.
Maintain Round Plans
Modify round plans one at a time or in bulk, and archive, restore, or delete them.
Create and Maintain Templates
Choose between local and global templates, create templates manually, from existing ones, or with AI, and edit or archive them.
Response Types: What Each One Captures
Look up any response type to see what it records, when to choose it, how it behaves during execution, and where to configure it.
Administration
Set up Issue fields, Shift Handover Report content and delivery, shift log templates, template access, and approval and notification workflows.
Troubleshoot Common Problems
Use this guidance when planning, approval, scheduling, monitoring, reporting, or handover behavior does not match what you expect.

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.

Create a report. See Create a Transactions Report.

Refine the report until its filters, columns, grouping, and layout answer the intended operational question. Apply only the controls the report needs — they are independent of one another.

Open Reports from the Dashboard menu.
Apply filters using the Filter tab to narrow the records shown.
- Combine multiple filter conditions with OR.
- Use dynamic date filters (Last N Days, Weeks, or Months) so the report always shows current data when opened.
Use Undo and Redo to reverse or reapply a change.
Switch to the Bar Graph view, or open Preview, to check the result as you adjust the report.
Sort the columns.
Use the More icon next to a column to Hide, Move Left/Right, Stick, or Group Rows by that column.
Mark the report as a favorite, search columns, or download it to Excel.

The report reflects your filters, sort order, and column layout.