Video - How to run a report





RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000077426


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How does a company run an existing report?


This article details the existing reports functionality available in the RIW System.


Existing reports include: 

  • Standard reports available in the RIW System based on the logged in RIW System User Role Permission.
  • Any saved/scheduled reports that have been created by the logged-in RIW System User.


Note: To find out what an existing report delivers, please type the existing report name in the RIW Knowledge Centre search.


This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Network Manager
  • Project Admin
  • Site Admin
  • Training Provider


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports shortcut.



Step 4: Reports listing

A list of RIW System default reports will appear, as well as any previously created and saved/scheduled reports.  The list may look different to the image below, based on the permissions of the logged in RIW System User Role.


Reports that have been created by RIW System users can be edited or deleted by clicking on the Edit or Delete buttons next to the relevant report.




Please note that RIW System default reports cannot be edited or deleted.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000152821


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How does a company create a custom report?


Reporting is a useful tool available to many different users in the RIW System. User permissions dictate the types of reports that can be run or accessed; pre-defined system reports or custom reports.  This article will detail how a company can create a custom report.



This instruction applies to the following RIW System User Roles: 

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Helpdesk
  • Network Manager
  • Network Manager - Read Only


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials.


Step 2: Access Reports

Click on the Reports tab.


Depending on the permission of the logged in RIW System User, users can either Create Reports or run, schedule or delete an Existing Report. This guide details the process to create a custom report. Click on Create Report.




Step 3: Configure report

On the Report Tables page, select the themes required to generate the report by expanding the list by clicking on the + button and placing a check in the required fields.  Note that you can choose more than one field.


Click continue when you are ready to progress.




Step 4: Define reporting columns

On the Report Columns page, select the columns required for the report, up to a maximum of 20 columns.  To access more columns, click on the Show All Columns hyperlink. Click Continue when all columns have been selected.


 


Step 5: Define reporting filters

The Report Filters page also allows the results to be filtered, or to apply logic and run time filters, such as equal to, not equal to, contains, does not contain and has value.


 

A displayed ellipsis (three dots in the blue square as pictured above) can be selected to further refine reports either via a True or False value or a name of the field being reported on. 



Note: A maximum number of 5 filters in each table row in a custom report can be used when using the ellipsis or through adding additional filters using the green cross, which represents additional parameters.


To alter the report’s final structure, drag the arrows in the left column up or down to change the order in which the results will be displayed and Click Continue.



If the report is intended to be a saved report (completed in the next steps) the Set Value at Runtime (as circled above) can be entered before continuing, which will allow certain data filters to be set only at the point of running the report. 



Click Continue when complete.



Step 6: View report

Once the report has been generated, it can be viewed on screen or exported as a comma separated value (CSV) file. To ensure the integrity of the RIW System when generating larger reports, the export function may result in the report being processed offline and a link being emailed to the user. Users can expect the email within a few minutes. 


 


Step 7: Save and schedule reports

Users can also elect to Save the report.



Saving the report will allow a user to schedule the report to run at set times and automatically e-mail it to recipients (note: this can be emailed to any email address, not just those registered in the RIW system).  Fill in the details as per below to schedule the report, and be sure to tick the Enable Scheduling checkbox if required. Click Save when complete.





RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000031691



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How does a company save and schedule a custom report?


This article details how a company can save an schedule a custom report.  To create the report, please refer to our RIW Knowledge Centre How does a company create a custom report?



This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Helpdesk
  • Network Manager


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab.



Step 3: Create Report shortcut

Click on the Create Report shortcut.



Step 4: Create a report

Information on how to create a report can be found here.


Click on the Save button.



Step 5: Naming the report

On the Save Report screen, give the report a unique name in the Name field.  TIck the Enable Scheduling box to open the scheduling options.



Step 5: Scheduling, output and delivery options

Complete the fields in this screen to set up the report to generate delivery at a scheduled date and time.  Click on the Save button when complete.



NOTE: The report can be emailed to external recipients, not just those with RIW System User access.




RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000152653





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How does a company report on Breathalyser test results in RIW?

Employer, Project and Site Administrators can generate a report of Blood Alcohol Concentration (BAC) Breathalyser results for any of their assigned sites.  



This instruction applies to the following RIW System User Roles: 

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Project Admin
  • Site Admin

Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials.


Step 2: Reports

Click on the Reports tab at the top of the screen, followed by Create Report.



Step 3: Define report tables

Expand the report table and select People and Drug and Alcohol Screenings then click Continue.



Step 4: Define report fields

Select the relevant information that you need from the fields, in particular select Test Type to filter tests conducted by the Breathalyser Unit.



Click Continue when complete. 


Step 5: Define report filters

Within the Test Type, select Alcohol Breath Test and enter the Site Name to produce a report for the site.



Click Continue when all fields are complete to display the report. The report can then be exported as required.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000029656


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How does a company monitor expiries?


The RIW System monitors the expiry dates of competencies, RIW cards, medicals, allocated items, company subscriptions (as per the previous RIW pricing model), cardholder subscriptions and ID checks.



This instruction applies to the following RIW System User Roles: 

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Helpdesk

Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials.


Step 2: Expiries tab

Click on the Expiries tab.



Step 3: View expiries

Click on the type of expiries to view by using the tabs on the left-hand side menu; competencies, cards, medicals, allocated items, company subscriptions (previous RIW pricing model), worker subscriptions, ID checks.


Choose to show all, show forthcoming, or show expired by clicking on the appropriate radio button and clicking Search.


If clicking show all, the following colour legend will display the status of expiries:

  • AMBER - Pending expiries (items expiring in the next 12 weeks) 
  • RED - Expired items 
  • BLACK - For worker subscriptions menu only, all subscriptions are surfaced even when not expired to help manage / schedule subscription renewals.




RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000030483



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What is the Virtual Card Uptake Report?


This article provides an overview of Virtual Card Uptake Report, which is available as an RIW System Existing Report.


The Virtual Card Uptake Report will list all cardholders who have a relationship with the logged in RIW System User, including primary, secondary and associated cardholders, and whether they have a virtual card loaded to their Vircarda wallet.


For more information about how to issue a virtual RIW card, please refer to the RIW Knowledge Centre article How does a company order or reorder a physical or virtual RIW card?




This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports icon.



Step 4: Reports List

A list of RIW System default reports will appear.  Click on Virtual Card Uptake Report.


Note: The Reports List displayed below may be different to the Report List surfaced for the logged on RIW System User, depending on the permissions granted to the RIW System User Role.




Step 5: Run report

On the Virtual Card Uptake Report screen, click on the Run Report button.




Step 6: Report displays

The Virtual Card Uptake Report will now display on screen.  The report details all cardholders that hold a relationship with the logged in RIW System User, including the cardholders name and RIW number, employment relationship, whether a virtual RIW card is loaded to the Vircarda wallet, and the cardholders primary employer.



Step 7: Export report

If required, the report can be exported to a CSV file by clicking on the Export button.  The following Export Report pop-up will appear, advising the report has been queued.  The report will be emailed to the logged in RIW System Users contact email.  Click OK to proceed.



The report will now be generated.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000170875




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What is the Breathalyser Results Summary Report?


This article provides an overview of Breathalyser Results Summary Report, which is available as an RIW System Existing Report.


The Breathalyser Results Summary Report will surface results for any of the Contractor in Charge's sites with an integrated breathalyser unit.



This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Project Admin
  • Site Admin


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports icon.



Step 4: Reports List

A list of RIW System default reports will appear.  Click on Breathalyser Results Summary Report.


Note: The Reports List displayed below may be different to the Report List surfaced for the logged on RIW System User, depending on the permissions granted to the RIW System User Role.




Step 5: Refine report criteria

On the Breathalyser Results Summary Report criteria page. fill in the fields to broaden or narrow the report requirements. For example, the report can be limited by a from/to date, or by cardholder details to surface breathalyser results for just a single cardholder.  Once the fields have been populated, click Run Report.



Step 6: Report displays

The Breathalyser Results Summary Report will now display on screen.  The report will surface

  • Cardholder details including contact details.
  • Test dates and times
  • Project and Site
  • Alcohol Test Result
  • Block Statu



Step 7: Export report

If required, the report can be exported to a CSV file by clicking on the Export button.  The following Export Report pop-up will appear, advising the report has been queued.  The report will be emailed to the logged in RIW System Users contact email.  Click OK.





RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000170255




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What is the Card Application Progress Report?


This article provides an overview of the Card Application Progress Report, which is available as an RIW System Existing Report.


The Card Application Report will display all cards applied for in a defined period, their production status and delivery details.



This instruction applies to the following RIW System User Roles:

  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only


Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Reports tab

Click on the Reports tab that is on the top of the screen.



Step 3: Existing reports

Click on the Existing Reports icon.



Step 4: Reports List

A list of RIW System default reports will appear.  Click on Card Application Progress Report.


Note: The Reports List displayed below may be different to the Report List surfaced for the logged on RIW System User, depending on the permissions granted to the RIW System User Role.




Step 5: Run report

On the Card Application Progress Report screen, enter in the Issue Date From and Issue Date To criteria to only return results for cards applied for a valid date frame (mandatory).  Click on Run Report button when complete.




Step 6: Report displays

The Card Application Progress Report screen will now display on screen.  The report details the status of all cardholder applications, providing the cardholders name, production status, card issue number, created and requested by user and the delivery address for the card.




Step 7: Export report

If required, the report can be exported to a CSV file by clicking on the Export button.  The following Export Report pop-up will appear, advising the report has been queued.  The report will be emailed to the logged in RIW System Users contact email.  Click OK to proceed.



The report will now be generated.



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000176533


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