Custom Reports

In Archive Explorer, Admins have the ability to create and save custom Incident or Reliability Index reports to satisfy the personalized reporting needs of your organization. Custom Incident Reports and Custom Reliability Index Reports are created on the Reports tab in Archive Explorer using certain columns and filters. Custom reports can be saved for later access. Once saved, custom reports can be edited further or deleted. You can also use an existing custom report as a starting point for a new custom report, make edits to the report and Save As to create a new custom report while still retaining the original custom report.

Custom reports appear in the reports list in Responder Web after they are saved in Archive Explorer. They can generate the reports in the typical methods as out of the box reports. However, the reports cannot be further customized in Responder Web.

While only Admins have the ability create, edit, and save Custom Reports, all users have the ability to generate reports Custom Reports previously created by their Admin.

Custom Incident Report

Follow the steps below to create a Custom Incident Report.

Select Custom Incident Report in the Reports tab of Archive Explorer.
In the pane on the right side of the tab, click Columns to display the Columns dialog.
On the Columns dialog, all the Columns are selected by default, which means they are included in custom report.

If you don’t want to include a Column in the report, select that Column in the Selected list, the click the left pointing arrow to place it in the Available list instead.

You can change the order of the Columns displayed in the report by using the up and down arrows on the right to move a selected Column up or down in the Selected list.

Custom Incident Reports allow you to sort by certain Columns. To set a sort Column, right click the Column you want to sort by in the Selected list and click Sort By. An asterisk displays next to it in the Selected field. You can select multiple Columns to sort by. However, removing a Selected Column that was set to Sort By also removes the Sort By option originally set to it.

The order in which the Columns are listed in the Selected list indicates the order in which they are first sorted by in the generated report.

To remove the Sort set to a Column, select the Column in the Selected list, right-click on it, then click Sort By.

Sort Direction is displayed at the bottom of the Columns dialog. This allows you to choose whether columns selected for Sorting do so in alphabetically ascending or descending order.

Click OK when you have the Columns set as you would like.
Next click Filters. The Filters dialog appears allowing you to select which Filters you’d like to apply to your custom report. Click the Filter you want in the Available list and click the right pointing arrow to add it to the Selected list. Repeat this until all the Filters you want to include are in the Selected list, then click OK.

The Filters you selected display under the Time of Outage fields. Fill out these filters according to how you want to narrow the results of your report.

TIP: If you apply the Customer Filter, at least one field containing customer information must be filled out or the report can’t be created and an error is displayed. However, you don’t have fill out all of the customer information fields if you don’t want to, only one must be populated.

The Time Range filter filters on a range of time, not a date range. When this filter is used, outages between the times specified are in the report, regardless of date. For example, if you specify Min as 8 pm and Max as 5 am, then all outages in the specified date range between 8 pm and 5 am are included in the report.
After you have finished filling out the Filter fields, set the date range for your search if you haven’t already done so.
Next click Save as and name your report. Your new report displays at the bottom of the Reports tab.
Select the report in the Reports tab, then click Generate. The report displays.

Reports can be displayed in Browser or Excel format. However, the format selected when saving a report is not saved with the report. The default display format is Browser, so if you’d like to see the report in Excel, you need to change that setting each time you generate a new report.

The report shows the Crew Assignment Time and Crew Working Time. It also shows a calculated Crew Response Time, which is the difference between the time the crew was dispatched and when they arrived on site or started working.

If the Crew Response Time is included in the report, then there is also a section under the Notes in the report output that shows the average response time.

To delete a previously saved custom report, select the report in the Reports tab, then click delete.

To use an existing custom report as a starting point to create a new custom report, select the report in the Reports tab, then make further changes to the selected Columns and Filters. When you are done making changes, click Save As and give the report a new name.

Custom Reliability Index Report

Follow the steps below to create a Custom Reliability Index Report.

There are several different types of Reliability Index Reports available to run as part of a custom report including:

Reliability Index Report	Description
System	Runs a system-wide report for the specified interval.
Single Feeder	Runs a report for the selected feeder for the specified interval. The Feeder ID field is required.
Cause Code for Single Feeder	Runs a report for the selected feeder and separates results by each selected cause code. The Feeder ID field is required.
By Feeder	Runs a report that separates results by each feeder for the specified interval.
By Cause Code	Runs a system-wide report that separates results by each selected caused code.
By Feeder and Cause Code	Runs a system-wide report that separates results by each feeder and each selected cause code.

Select Custom Reliability Index Report in the Reports tab of Archive Explorer.
In the pane on the right side of the tab, click Columns to display the Columns dialog.
On the Columns dialog, all the Columns are selected by default, which means they will be included in custom report.

If you don’t want to include a Column in the report, select that Column in the Selected list, the click the left pointing arrow to place it in the Available list instead.

You can change the order of the Columns displayed in the report by using the up and down arrows on the right to move a selected Column up or down in the Selected list.

Click OK when you have the Columns set as you would like.
Next click Filters. The Filters dialog appears allowing you to select which Filters you’d like to apply to your custom report. Click the Filter you want in the Available list and click the right pointing arrow to add it to the Selected list. Repeat this until all the Filters you want to include are in the Selected list, then click OK.

The Filters you selected display under the Time of Outage fields. Fill out these filters according to how you want to narrow the results of your report.

Non-Outages and Planned Outages are excluded by default. To change this, edit the ArchiveQueriesConfig.xml and locate the CustomReliability QueryClass. In IncidentCauseCodesToExclude, add the value for each of the codes to be excluded.

Major Event Days (MED) are included when By Day is selected and excluded for all other intervals.

TIP: If you apply the Customer Filter, at least one field containing customer information must be filled out or the report can’t be created and an error is displayed. However, you don’t have fill out all of the customer information fields if you don’t want to, only one must be populated.
After you have finished filling out the Filter fields, set the date range for your search if you haven’t already done so.
Next click Save as and name your report. Your new report displays at the bottom of the Reports tab.
Select report in the Reports tab, then click Generate. The report displays.