Documentation for WEB Report System PSIM 1.0.1.

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Note

You can use templates when you create a report.

To add a new template, click Report templates New template and fill in the Name and Description fields. The template will use the selected parameters of the current report.

Templates work the same way as templates in the scheduler and can be used interchangeably.

When you create a response using a template, click Report templates at the top of the page and select the required template from the list of saved templates (the required template is highlighted). As a result, the parameters of the current report are updated according to the selected template.

The Issued pass cards report is a table that contains the information about the time of issuing the pass card for the selected employees or departments, its type, and period of validity.

To create the Issued pass cards report:

  1. Select the Issued pass cards report (see Select the type of Access Manager report).
  2. From the Pass card type drop-down list, select the type of issued pass card.
  3. From the Specify the pass validity period drop-down list, select the time period for which the report must be created.

    1. If you select the Custom period, enter the dates of the start and end periods for which the report must be created in the from and to fields using the Calendar tool.

      Note

      The minimum period of time that you can select is one week.

  4. In the Departments/users field, set checkboxes next to the departments or employees that you want to include in the report. Click All to select all found employees or departments; click None to deselect. Click Show all to expand the department structure; click Hide all to hide the structure. 
  5. By default, the list of departments and employees is sorted by name. To sort by number, select this option from the Sort by drop-down list.
  6. You can find an employee by name or surname using the search. To do it, enter at least four first characters of the employee's first name or surname in the search field and click the Search button. The department to which the found employee belongs is displayed in the additional object tree to the right. To clear the search field and the search tree, click the Clear search tree button.
  7. To create the report, click the Execute button.

Example of an Issued pass cards report.

The report fields are described in the table.


Field nameDescription
Sequence number
Access levelType of issued pass card
Full NameFull name of the employee to whom the pass was issued
CompanyName of the company where the employee works
DepartmentName of the department where the employee works
PositionPosition of the employee
Pass card expiration datePass card expiration date
Issued byFull name of the employee who issued the pass card
The Employees in total line indicates the number of employees included in this report

You can save the report in the following formats:

  • PDF
  • Excel
  • CSV.

The Issued pass cards report is created.