Creating Reports in Crestron Fusion®

Crestron Fusion® can be configured to enable tracking and reporting of room and device usage by time and date. By seeing which rooms get used most and how many times equipment needs to be repaired or replaced each year, room and device usage can be maximized.

To create a report:

1. Navigate to the Reports & Analytics area of Crestron Fusion® by clicking Open on the Fusion Header Tab and selecting Setup
   
   
   
2. In the Report Selection pane on the right select the type of report that you want to create from the Report Type drop down list.
   
   
   
   For example, choose Error Alert s if you want the study error alert patterns, or choose Display Usage to monitor the amount of time a display has been used  in order to schedule preventive maintenance.
   
   
   
   
3. Choose the right chart type for your data from the Chart Type drop down field. Depending on your selection, the first page of the report will summarize the data as a bar plot, pie chart, or will not display graphical summary.
4. Based on the selected report type the Report Selection pane will be populated dynamically with additional controls. Use the radio buttons, drop-down lists, check boxes, text fields, etc. to specify the desired report parameters accordingly.
5. Adjust the desired data range for the report in the Date Range Filter pane if available. Some type of reports may not require date filter.
6. Select Schedule This Report check box to specify that the report will be run at a scheduled time or day or re-occur at  specified period of time. Use the controls in this section to adjust the desired scheduling parameters accordingly.
   
   If you choose to create a schedule for the report you can also adjust the following parameters:

• In the Delivered Format pane, click the drop-down list to select the file type in which the report document will be saved. Available document report types are: .CSV File, .PDF File or Excel Format.

• In Send This Report pane, add a recipient by clicking the Add button and providing First Name, Last Name, and Email Address
  
  - or-
  
  
  Select from available recipients which will have the report e-mailed to them.

7. Click the Run Report button to create the report. The report can be previewed in the Report Viewer and printer or exported to a selected document format.
   
   Click Save Report to save it, or Remove Report to delete selected report.

Sample Help Requests Report Summary Page