This is a YouTube video titled "How to create machine reports" created on February 26, 2023. The video provides a detailed tutorial on using the Operations Center Web to create, schedule, and manage machine reports for JDLink connected equipment, including setting up email notifications for scheduled reports. The content is instructional and focused on equipment data analysis and reporting features.
Machine Reports is a tool that lets you create and schedule insightful reports for your JDLink connected equipment. These reports allow you to easily analyze utilization and other data measurements on a regular basis. In this video, we will discuss how to create machine Reports and how to receive email notifications for reports. To get started, open Operations Center Web and navigate to the Analyze menu. Then select Machine Reports. First we will create a custom report. This report is meant to generate data for a specific date range in the past. This is helpful for things like identifying how a rental machine was used during a contract period or how many engine hours were accumulated harvesting this season. To get started, select the Create New Custom Report button. Provide the required information. Give your report a name and choose a report type. Specify the date range and select Save to generate the report. You can see your most recent and past reports here. Select the report name to view the data and export to a spreadsheet or PDF. You can use the filter buttons to find a specific report if needed. Next, we will create a scheduled report that will run on a regular frequency. Select the Scheduled button on the filter panel, then select Add New Scheduled Report. This will look similar to a custom report, except you will choose how often and what time the report will generate. Scheduled reports can be delivered to your team automatically via email, but we'll also show you how to set up individual notifications soon. If you want to delete a report, select the Delete button. Before we finish, let's review how to set up email notifications for reports. Navigate to Notification Center Here you will create a saved search on the Filter panel. Mark the checkbox next to Reports and Information, then select the Save Search button. On the next page you will select Save as New Search. Fill out the required information and be sure to toggle the email button on so that report goes directly to your email address. Then select Save. Now you will receive an email notification when your scheduled reports are ready to view. There are many informational articles to help you in Operations Center. Navigate to the Assistance menu in Operations Center Web to check out our help documentation. In this video, you've learned how to create scheduled machine reports in Operations Center. Thanks for watching.
