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Create Security Expert Custom Muster Report

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Create Security Expert Custom Muster Report

Lieutenant JG JamesMorgan Lieutenant JG
‎2022-08-03 11:51 AM

on ‎2022-08-03 11:51 AM

Issue

Steps needed to create custom muster reports

Product Line

Security Expert

Environment

Security Expert Controller

Cause

Personalize who appears in the custom muster report (ex: Fire wardens in the office that day)

Resolution

  1. Create a new Record Group for the users you want in your custom muster report.
    -Go to Sites| Record Groups click Add, name your record group, and click Save
    Record Groups.png
  2. Go to Users| Users and assign your users to the record group
  3. Click Save
    Users.png
  4. Go to Reports| Setup| Muster

  -Click Add to create a new Muster Report
  -Name it, set Report Type to DETAIL
  -Click Save

 

setup-muster.png

  -Go to the Doors tab and add all doors 

 

setup-muster-doors.png


 -Go to the Columns tab, click the add button
  

   -be sure that the "Table" drop-down menu is set to "Muster Reports" and drag across all desired items
   -alternatively, you can use the "Custom Fields" Table

 

setup-muster-columns.png


   -Click Save

      5. Go to Reports| Muster
  -Select the newly created muster report and execute: all the matching users will print on-screen

  -Right-click a column header and select "Filter Editor..."

 

Reports-muster-filter editor.png


   -In Filter Editor, click on "Status" and change it to "Record Group"
   -change "Begins with" to "Equals"
   -click <enter a value> and type in "Fire Wardens"

 

Filter editor config.png

   Note: if using Custom Fields, confirm spelling for each user because the filter option is case-sensitive
      -make sure the "And" option is selected and add a condition (green "+" button) a new line should appear
  

AND-filter.png

   -change to:  "Status" --Equals-- "In"
   -You can add other conditions to meet your requirements (conditions: AND-OR-NOT-NotAND and NotOR)
   -Click apply to see if the desired group is now filtered

 

report-filter-results.png

  note: The user badge must have checked in to print otherwise, it'll be filtered out

     -Click OK
   6. Click Save Report Filter to save changes and our report will print in this order
Note: You can choose as many Custom Fields as needed.
However, creating a Record Group minimizes the chance for typos

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