Report Walkthrough: Location Activity

In this example, we will demonstrate how to create a report that compares user activity between different locations or controllers during a certain time period. This could be part of a custom report for a regional manager to understand which locations see the most activity overall.

This example demonstrates how to use a chart visual to display information and how to filter multiple visuals at once.

Before you begin, your system will need:

  • Multiple locations or controllers that you wish to compare. This will depend on how your system is structured.

  • Saved events for all of these locations/controllers.

Creating the Report Page

  1. Navigate to Reports.

  2. In the tabs at the bottom, click + to create a new report page.

  3. Double click on the new tab and give it a relevant name (e.g. Location Activity).

  4. In the Visualizations pane, click on the Table icon. A blank table visual will appear on the report page.

  5. In the Data pane, expand the Event heading to see the different data types that are available. Click and drag the following data items into the new table:

    • LocationName or ControllerName

    • FieldTime

    • EventDescription

    It is not necessary to create a table visual to use event data, but in this case it is helpful for understanding the filters that are being applied.

  6. Select the table visual and use the bars around the edges to expand it so you can see the full text of each event.

  7. Click the FieldTime column header to sort the events from latest to earliest (arrow pointing down).

  8. Click on an empty section of the report page to deselect the table visual. Then in the Visualizations pane select Stacked Bar Chart to create a new bar chart visual.

  9. From the Data pane, click and drag the following data items into the bar chart:

    • LocationName or ControllerName

    • Id

    The chart will display the location or controller on the Y axis and the count of events on the X axis. This shows the number of events which have occurred in each location and allows viewers to easily compare them.

    Alternatively, you can select the 100% Stacked Bar Chart to show the location activity as percentages.

  10. We can rename the axes the make the chart easier to understand. In the Visualizations pane:

    • Under Y-axis, click on the arrow next to LocationName or ControllerName. Select Rename for this visual and change the name to Location.

    • Under X-axis, click on the arrow next to Id. Select Rename for this visual and change the name to Number of User Events.

  11. Not all events on a site represent user activity, so we will filter the page to only display user events. However, we must exclude SYSTEM USER events, which occur when the system takes actions like arming an area on schedule.

    This filter needs to be applied to both of the visuals so that they display the same data.

    • From the Data pane, click and drag EventDescription into the Filters on this page section.

    • Set the Filter type to Advanced filtering.

    • Enter the filter line: Show items when the value contains user.

    • Select And and enter another filter line: Show items when the value does not contain SYSTEM.

    • Click Apply filter.

    • Click the Lock icon to lock the filter or the Eye icon to hide it.

    Both the table and the chart will be filtered to only show user events.

  12. For this report we will display events that occurred in the previous three calendar months to provide a quarterly report.

    • From the Data pane, click and drag FieldTime into the Filters on this page section.

    • Set the Filter type to Relative date.

    • Enter the filter line: Show items when the value is in the last 3 calendar months.

      If the current month is April, this will display events which occurred from January to March.

    • Click Apply filter.

    • Click the Lock icon to lock the filter or the Eye icon to hide it.

  13. If needed, click the Text box icon in the toolbar to add a title with a description of the report.

  14. Click Save.