Steps needed to create custom muster reports
Security Expert Controller
Personalize who appears in the custom muster report (ex: Fire wardens in the office that day)
- 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
- Go to Users| Users and assign your users to the record group
- Click Save
- Go to Reports| Setup| Muster
-Click Add to create a new Muster Report
-Name it, set Report Type to DETAIL
-Go to the Doors tab and add all doors
-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
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..."
-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"
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
-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
note: The user badge must have checked in to print otherwise, it'll be filtered out
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