Working with Reports

Connect provides you with the report tools to assist with analyzing the data that is being collected.

Report Template Settings

Use the Report Template Settings section to designate templates to use when exporting reports.

1. In Connect, choose the Settings icon from the menu bar to open the Connect Settings window.

2. Select the Report Settings tab. 

3. In the Report Template Settings section, you can select an XLSX template file and/or a DOCX template file.
   • XLSX - Allows a user to upload a formatted Excel template for use in any report that can be exported to Microsoft Excel (excluding the Inspection Report).
   • DOCX - Allows a user to upload a formatted Word doc template (for example, a custom header and footer) for use in reports that can be exported to Microsoft Word (Pass/Fail Reports).
4. To clear either of the template fields, choose the Clear icon.
5. To add a template, choose the appropriate Add icon and navigate to the template location. Select the file and choose Open.
6. To export the report with the header row frozen, mark the Freeze header row after export checkbox.
7. Choose OK to save the Report Template Settings.

For information on the Inspection Report Settings, see Inspection Reports.