Reporting - Trace

Background

Many of the grid-based pages can have the data that is currently on the screen (across pagination) exported to a spreadsheet to allow the user to conduct further analysis.

Steps

1. Navigate to Reports -> Trace Report
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2. Select Asset (s)
3. Set the "to" date
   1. You can type in date -> <two digit day> <3 letter month> <4 digit year>, example:
      1. 23 Nov 2023
   2. You can click on the field and it will have a widget to help select the date.
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      2. Shortcut - click on the month or arrows at the top
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      3. Shortcut - click on the year or arrows at the top
         
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4. Set the "to" time
   1. You can type in the time -> <2 digit hour>:<2 digit minute> <am/pm), example:
      1. 11:35 am
   2. You can click on the field and it will have a widget to help select the time
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5. Set the "from" date and time
6. Click on "Export to Excel"
7. The longer the duration of time, the more Assets chosen, the longer it will take to generate this report.
8. Open the file - it will be located in the "downloads' directory configured in the browser.
9. The name of the file is "Observations Tracing Report - <date>.xlsx" - for example:
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