Watchlist is an alternate option for providing list of serial numbers as report generation criteria (helpful when you have to generate reports with serial number from multiple sites or customers).
|Currently, there is no direct way to create a watchlist from the Reports tab. To create a watchlist for a report, click the Reports tab on the top menu of Active IQ. Once you have created a Watchlist, you can then use it from the Reports tab for generating a report. This is the only way to have newly created Watchlists appear in the list of available groups available for reports.|
While creating a watchlist, you have two options:
Search for a customer or site name and include the serial numbers for that customer/site for creating the watchlist.
Include a list of serial numbers in the Serial Numbers text box to create a watchlist with that list of serial numbers.
Once you select one of the above options, the serial numbers are validated against the installed base, and you get a success or error depending on whether there is a match against specified serial numbers.
Once you select a criterion to generate the report, you will have to provide a report name and email address to which report output should be sent to.
System will display a message indicating the status of report submission (success/failure).
Once Report is submitted, you can check report dashboard page for status of report execution.