Reports provide a history of events or records of people in the security system. The reports list displays the generated reports along with its details. Reports are available for 90 days.

When viewing the list, use the search or filter to find a specific report or refine the list to a smaller subset of reports. 

Generate a Report

1. Select New Report.
2. On the Create Report screen:
   1. If sites are configured for the system, select the sites to be included in the report (this applies to events). The default setting is All sites.
   2. Select the Report Template: People or Events.
   3. Enter a descriptive Report Name.
   4. Select the Time Zone for the report.
3. Under Options, filters may be applied. Filter options vary depending on the report template chosen. If there were any filters selected on the People or Events page, these filters will be applied for the report.
   1. People filter options:
      
      • Primary filters
        • Source - (visible only when there are users from a connected external system) If connected to another system to share data, this filter shows people based on how they are currently managed in the system. Filtering options: Locally managed (in the system on site) or Remotely managed (through a connected system).  indicates a locally managed person and  indicates a remotely managed person.
        • Person Status - This filter shows people based on their status. Filtering options: Active only, Inactive only, or Show all people.
        • Login - This filter shows people based on their roles. Filtering options: Able to log in (assigned a role), No login access (not assigned a role), or Login access invitation sent (login pending). For more information, refer to assign a role.
        • Email - Choose Has email to show people with a saved email address. To show people who do not have a saved email address, choose No email.
        • Person ID - Choose Has Person ID to show people who have a person ID. To show people who do not have a person ID, choose No Person ID.
      • Access assignment filters
        • People Groups - This filter shows people belonging to certain people groups to easily see what they can access.
        • Spaces - This filter shows people based on their assigned spaces. The filter includes both people who have access to the space through individual space assignment and through their group access control assignment.
          If filtering spaces, people shown for their group access control assignment will be included in the report only for Excel (.XLSX), or .CSV files. They are not included in .PDF files.
      • Custom Fields - If custom fields were defined, this filter shows people based on the customized text fields in the system.
      
      
   2. Events filter options:
      

      • Show camera motion events - This filter can be toggled to show motion events if the cameras in the system are configured to report them.
        For motion events to appear in the event feed, the camera must be configured to report motion events.

      • Date - This filter shows events based on a specific period of time. Select one of the options — Today, Yesterday, Last 7 days, Last month, Last 30 days, 60 days, or 90 days, All Time, or enter a custom date range. The default selection is for the Past 30 Days.
      • Severity - This filter shows events based on how they have been classified — low, medium, high, or critical severity.
      • Space - This filter shows events based on the space in which the events occurred. To filter without a space, select "No space."
      • Event Type - This filter shows events based on type.
      • Person - This filter shows events based on the name of a person. To filter without a person, select "No person." 
      • Device - This filter shows events based on the device. To filter without a device, select "No device." 
       
4. Select Generate Report. The report status shows pending  until the report is generated and available for download.
5. Select  to download the report and choose the format — .PDF or Excel (.XLSX) file.
   For very large reports, (more than 10,000 results per .PDF or .XLSX file), the data will be separated into smaller files and compressed in a .ZIP file for download.
   If custom fields were defined to enter additional information, they will be included in the report only for Excel (.XLSX) files. They are not included in .PDF files.

Previously generated reports may be duplicated by selecting Duplicate from the actions menu. Change any options as needed and generate the report again.

To delete a report, select Delete from the actions menu.

Related Topics

Filter people

Export people reports

Filter events

Export events

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