Unify - How to Create and Schedule a Filtered Tanks Report

Overview

This guide explains how to filter tanks by specific criteria, save the filtered view as a report, and schedule it to be sent to external contacts.

Steps

1. Filter Tanks

1. Navigate to the Tanks List tab under Operations.
2. Click the dropper icon on the tab you want to filter.
3. Choose a filter type:
   • Is: Exact match.
   • Contains / Not Contains: Partial match.
4. Example: Filter by Pool to display only tanks named like it.

2. Save as a New Report

1. Click Actions → Save as a New Report.

1. In the pop-up window:
   • Enter a report name.
   • Click Create Report.
2. The report is now saved with your filtered values.

3. Schedule the Report

1. Go to Reports → New Scheduled Report.

1. Complete the required fields:
   • Report Target: Select Tanks.
   • Other targets are for alerts or maintenance cases.
2. Click Continue.

4. Add Recipients

1. Under Send To, select New Contact Group.
2. Enter:
   • Contact Group Name.
   • Email addresses in the Contacts field (press Enter after each).
3. This allows sending reports to external contacts without Unify accounts.

5. Configure Schedule

1. Select:
   • Time Zone.
   • Frequency (daily, weekly, etc.).
   • Time for delivery.

6. Confirm and Create

1. Review the summary on the confirmation page.
2. Optionally, send a test report to yourself.
3. Click Create Report to finalize.