Audience: Office Managers, Administrators Platform: Uptick Web
Sometimes you need to provide separate reports for different types of assets, like emergency lighting, fire doors, or extinguishers, even if they were all serviced on the same task. This guide shows you how to create custom report types that filter for specific assets, ensuring your clients receive clean, relevant documentation.
What You'll Learn
How to create a new report type.
How to use filters to include only specific asset types on a report.
How to generate your new asset-specific report.
How to troubleshoot common issues.
Creating an Asset-Specific Report Type
You can create a new report type that is configured to only display assets you specify. This is done in the Control Panel.
On the Uptick Web Platform, navigate to Control Panel > Report Types.
Click Create report type.
Fill out the form with the necessary details:
Name: Give the report a descriptive name that will be easy for your team to find (e.g., "Emergency Lighting Service Report").
Template: Select the document template you want to use (e.g., Service Report).
Context: Choose where this report can be generated from. Select Task if it will be generated from a work order, or Property for property-level reports. This is a critical step for ensuring your report works correctly.
Scroll down to the Applicable Assets section. This is where you will set your filters.
In the Included Asset types field, select the asset type(s) you want to appear on this report (e.g.,
Emergency and Exit Lighting). Leaving this blank will include all asset types.You can also filter by Asset tags or Asset type tags for more specific control.
(Optional) In the Suggest this report for these routines field, you can link this report type to specific routines. When a task is created with a matching routine, this report will appear as an Expected Report.
Ensure the All Contractors checkbox is ticked if you want this report to be available to everyone.
Click Save Report Type.
Generating Your Asset-Specific Report
Once you have created the report type, you can generate it from the context you selected (Task or Property).
From a Task:
Navigate to the relevant task.
Go to the Process section on the main tab.
Click Create Report.
Select your new, asset-specific report type from the dropdown list.
The generated report will now only contain information for the asset types you specified.
From a Property:
Navigate to the relevant property.
Click the Reports tab.
Select your new report type from the Create a report dropdown.
Click Save report.
Troubleshooting
If your report isn't working as expected, check these common issues:
The report type is not in the dropdown list.
Go to Control Panel > Report Types and check that your report type is Active.
Confirm the Context (e.g., Task, Property) is set correctly for where you are trying to generate the report. A report with a "Task" context will not appear on the Property page, and vice-versa.
The generated report is empty.
Verify that the property or task you are reporting on actually contains assets of the type you filtered for.
Go back to the report type settings (Control Panel > Report Types > Edit) and double-check your filters in the Applicable Assets section. Make sure you have selected the correct asset types in the Included Asset types field.
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