Run, schedule, and download reports – Support Center

Reports show the health, usage and other details of the properties in your portfolio. You can run them for all your properties at the company level, or for one property. Run and download them yourself, or schedule them to arrive by email or FTP on a regular basis.

Reports you can run

Summary reports

Summary reports are only available at the Billing Company level. They cover all the properties in your portfolio.

	Gateway Status Summary	The Gateway connection status for every property.
	Open Alert Summary	Active alerts for every property.
	Property Health Summary	Which Gateways are online or offline, and which Transceivers and Repeaters are online or need batteries.
	Manual/Import Read Summary	Manual read properties: which were updated recently, and errors where reads weren't submitted.

Property reports

Property reports show utility usage and other property details. Run them at the company level for all your properties, or at the property level for one.

	Battery	The battery status of each Transceiver and unit.
	Leak Sensor	Where water was detected, with the location and description.
	Network	Each device's link quality and when it last checked in.
	Temperature	The temperature, including when it may be cold enough for pipes to freeze.
	Usage	The usage of each Transceiver and unit over a date range you choose.

Run a report

Open the Reports tab and select the report.

To sort the report, select a column heading. Select more headings to sort by them next.

Web portal Usage report, a table with Building, Unit, Serial Number, Meter Read, Meter Usage, Utility Type and Utility Unit columns. Red outlines mark the sort order on two headings: an up arrow and 1st on Unit, and an up arrow and 2nd on Meter Usage. The report is sorted by unit first, then by usage.

To match your billing cycle, change the date range at the top.

Web portal Usage report. The date range at the top center is outlined in red: two date fields with calendar buttons, from 12/14/2022 to 01/13/2023 in this example. This Month is at the left, above the table.

Create a custom report

You can build your own report, starting from an existing one or from scratch.

On the Reports tab, select + New Report.

Choose how to start, then select Next:

Start from an existing template: choose a report to build on. Its columns and data are filled in for you.
Start from scratch: the report starts with no columns.

Web portal New Report window. It reads Create a custom report to see exactly what matters to you, and has two options: Start from an existing template, and Start from scratch. Cancel and Next are at the bottom right.

Give the report a Title, then select Done. The title is also the report's file name, including when it's sent to an FTP or SFTP server, so a name that says what the report covers makes the files easier to find.

Web portal Report Details window, with a Title field (showing Untitled Report until you type a name) and Cancel and Done buttons at the bottom right.

Add columns: select + at the top right of the table, or + Add Columns in a new report.

A custom report in the web portal built from a template, with Device Type, Building, Unit, Serial Number, Link Quality and Last Check In columns. The + at the right end of the header row is outlined in red: select it to add columns.

A new custom report in the web portal, started from scratch. In the middle of the page it reads There are currently no columns in your report, and + Add Columns under it is outlined in red.

Download or save a report

To download a report as a CSV file, select the blue download button at the bottom right of the report. To open it in Excel without losing any formatting, see Open report files in Excel without losing formatting.

Web portal Usage report. The round blue download button in the bottom-right corner of the report, with a down arrow, is outlined in red.

To keep a report in the Web Portal so you can run it again later, select the save icon at the top right.

A custom report in the web portal with Reset Count, Serial Number and Unit columns. The save icon in the upper-right corner, next to the settings gear, is outlined in red.

Schedule a report

On the Reports tab, select Schedule.

Web portal Reports page, on the Run tab. The Schedule tab in the upper-right corner, next to Run, is outlined in red. Below are the + New Report button and the Property Reports list: Battery, Leak Sensor and Network, each with its columns listed under its name.

Select + Schedule Report and choose the report. The list includes the standard reports and any custom reports you've saved.

Web portal Reports page on the Schedule tab. The blue + Schedule Report button at the upper left is outlined in red.

Choose the date range the report covers and how often it runs.

Choose how the report is delivered, then select Schedule.

Select + Add Email and enter the address the report should go to. To add more recipients, select + Add Email again. To remove one, hover over the address and select the trash can icon.

Check FTP Upload. If you've already added your server details, the server address shows on that line. To add or change them, select the server address or Add FTP Info Here. See Send reports to an FTP or SFTP server.