Adding reporting profiles

Rather than print results and manually fax results or save results in .pdf and send them via your own e-mail, RedArrow can automatically send your results reports out for you. There are a variety of automated results reporting methods available for those who subscribe to the "profile-based reporting" and/or "branded web portal" modules.

Reporting system capabilities:

Automated reporting options include:
  • E-mail (.pdf attachment)
  • Fax (U.S. & Canada)
  • Via the web (Branded web portal)
  • CISNet (aka "everitest network")
  • Data (XML + Report + CCF Images)

Reporting filtering options:
  • Send results to company, region or location specific contacts
  • Filter which results report out to a contact by:
    • Reason for test (random, pre-employment, post accident, etc.)
    • Test result (all, positives only, negatives only, etc.)

To add a reporting profile:
(Be sure you have a contact added to an account before proceeding)
Step 1. Open the account for which you want to create the reporting profile for
Step 2. Go to Reporting>Reporting profiles
Step 3. Click the "+" icon
Step 4. Start by selecting the "Reporting Method" drop down (Note: each option selected presents you with different profile setting options. The current options are: Email, CISNet, Fax, Phone, File Output, Mail, Web and QuestESP)
Step 5. Review the name shown in the "contact" field, if you need to select another contact than what is shown select them from the drop down.
Step 6. Select any check box options that you feel are appropriate for this profile

Example reporting profile creation form:
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Step 7. Click "Save"

Note: After you've added your reporting profiles, test results that are released from the "Manual Reporting Work List" area will be distributed by the RedArrow reporting services in accordance with the profiles you've created.

Reporting Filter:
You can control what reports the contact receives by making selections in the Reporting Filter. If no Reporting Filter is defined, then all event types and events will be reported to the contact.

Once you have saved the reporting profile you will notice a blue hyperlink near the lower left corner. This is a link to the Reporting Filter.

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Which looks like this:

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To define a Reporting Filter:

Step 1: Click on the link to set filter criteria for the link. You can choose from; Event Type, Reason for Test, Result, and choose whether it is federally regulated or not.

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Step 2: Select the criteria by highlighting one or more of the records and click the double arrow transfer icon to move the selection into the 'Selected Criteria' column.
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Step 3: Once you have all the criteria you want selected click on the 'Save/Close' button.
Step 4: Click 'OK' on the pop up message
Step 5: Once you have selected criteria for each of the choices, click the 'Save' button.
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