Transaction Reports allows you to review site activity based on specific criteria that you define. You can create one-time reports, print reports, or export reports in PDF format.
Transaction Reports has 3 pages:
Date Options and Other Settings - This page is used to specify the dates of the transactions, the transaction types, and how the transactions are sorted.
Card Holders, Optional Fields - This page is used to specify which card holders are included in the report. This can be a single card holder or a group of card holders.
Devices, Direction - This page is used to specify an individual device, a group of devices, or all devices for either doors, elevators, auxiliary inputs, supervised inputs, auxiliary outputs, and IOCB1616 inputs.
The Card Holders, Optional Fields screen has an option - Include Deleted Cards. If you have to audit or investigate site activity for cardholders deleted from the system, enable this option. Format the 3 screens for the desired times, transaction types, and devices. Based on the selected parameters, the report will include deleted cardholder's transactions that occurred during the specified time period.
You may use a single field or multiple fields to specify card records in your report.
In text boxes, you can enter either the full name or the full number or a partial string of alpha or numeric characters. As an example, if you wanted to list all card holders whose last name has the letter M, type M in the Last Name field. When you select the Find Cards button, the search results will show all card records that contain an M anywhere in the last name.
When listing card holders using the First Name or Last Name fields, please note the use of the (^) caret and (~) tilde characters as wild cards.
^S - lists all names that start with the letter S. Without the ^ caret, the search would list all names that have a letter S anywhere in the name. You can use single or multiple characters. As an example, ^Sta would list all the names that start with those 3 letters.
~S - lists all the names that end with the letter S. Without the ~ tilde, the search would list all names that have a letter S anywhere in the name. You can use single or multiple characters. As an example, ~ny would list all names that end with those 2 letters.
To open or close the Devices, Direction page, click on the +/- symbols at the far right of the Devices, Direction heading.
The maximum number of transactions displayed on the page is 15. If your report produces more than 15 transactions, you will see a range of numbers displayed below the Transaction Reports heading. This indicates the total number of pages in the report.
1 2 3 4
The example above would indicate the report has produced a list of transactions that consists of 4 pages. The following parameters apply when navigating a multiple page report:
the number not underlined is the page you are currently viewing
click on an underlined number to view that page
Date Options and Other Settings
This page is used to specify the dates of the transactions, the transaction types, and how the transactions are sorted.
Date Settings presents three choices:
Date Range
Last # of Days
One Day
A Date Option is selected by clicking on the radio button to the left.
If Date Range is selected, specify the From and To dates and, if applicable, the Start Time and End Time under Transaction Times.
If Last # Days is selected, enter a numeric value to specify the number of days and, if applicable, the Start Time and End Time under Transaction Times.
If One Day is selected, specify the day and, if applicable, the Start Time and End Time under Transaction Times.
In the Transaction Type panel, specify which transactions the report includes. You can select specific transaction types by clicking in the individual boxes to the left or you can select all transaction types by clicking in the box above and to the left of the Transaction Type heading.
The Sorting Options panel lets you specify in what order the transactions are displayed:
Date
Device Name
Direction Card
Number
This page is used to specify which card holders are included in the report. This can be a single card holder, a group of card holders or all card holders.
Use one or a combination of fields to specify which card holders are included in the report.
If defined in the Keyscan Client, use one or a combination of fields to specify which card holders are included in the report.
Displays cards based on parameters specified in General Card Holder Information Fields and Optional Card Holder information Fields. If no parameters are specified, when the Find Cards button is selected, the Search Results table will be empty. However,contingent on the date options and transaction types selected, all card holders will be listed when you run a report.
The Clear Find button, erases criteria specified in any fields.
This option determines in what order the cards are sorted in the Search Results table.
This option lists any cards that were deleted during the specified period of the report.
When any of these fields are selected, they are included in the report. Please note, they are not shown in the Search Results table.
This page is used to specify an individual device, a group of devices, or all devices for either doors, elevators, auxiliary inputs, supervised inputs, auxiliary outputs or IOCB1616 inputs.
The Door List lets you specify which door(s) the transaction report includes. You can select specific doors by clicking in the box to the left of the Unit ID column or click in the box to the left of Door List to select all doors.
The Auxiliary Inputs List lets you specify which auxiliary inputs the transaction report includes. You can select specific inputs by clicking in the box to the left of the Unit ID or click in the box to the left of Auxiliary Inputs List to select all auxiliary inputs.
The Auxiliary Outputs List lets you specify which supervised outputs the transaction report includes. You can select specific auxiliary outputs by clicking in the box to the left of the Unit ID column or click in the box to the left of Auxiliary Outputs List to select all auxiliary outputs.
The Elevator List lets you specify which elevators the transaction report includes. You can select specific elevators by clicking in the box to the left of the Unit ID column or click in the box to the left of Elevator List to select all elevators.
The Supervised Inputs List lets you specify which supervised inputs the transaction report includes. You can select specific supervised inputs by clicking in the box to the left of the Unit ID column or click in the box to the left of Supervised Inputs List to select all supervised inputs.
The IOCB Inputs lets you specify which inputs/outputs the transaction report includes. You can select specific IOCB Inputs by clicking in the box to the left of the Unit ID column or click in the box to the left of IOCB Inputs to select all inputs. Requires IOCB1616 circuit boards.
The Direction panel allows filtering the report based on a reader direction assignment when the report includes the Door List option. The reader direction can be set to the following settings:
In
Out
All
Specify a direction by clicking inside the appropriate radio button, To view doors/readers set with In or Out, leave the default setting on All.
From the main page, select Transaction Reports.
Select the Date Options and Other Settings tab if that page is not open.
From the Date Options and Other Settings, specify the Date Option.
To specify a day or dates click in the appropriate date field and adjust the calendar to the desired month and day. For Last # of days enter a value in the text box.
If applicable, adjust the start and end times for the Transaction Times. You can click inside the hour, minute or second box and use the up or down arrows to increase or decrease the times.
If applicable, select a Sorting Option.
Select the Card Holders, Optional Fields tab at the top.
If you do not want any card holders in your report depending on the transaction types you selected, go to step 10.
From the Card Holders, Optional Fields page, select the appropriate criteria.
If you want all cardholders listed do not specify any criteria.
Use the Clear Find button to reset cardholder criteria.
If you specified card holder criteria in step 8 or you want all card holders listed in your report, click on the Find Cards button. (If you did not specify card holder criteria, click on the OK button in the warning box.)
To the far right of the Devices, Direction title bar, click on the +/- symbol.
From the Devices, Direction page, specify the devices to be included in the report.
Click on the Run Report button.
When you have reviewed the report, click on the Exit button.
To return to the main page, click on the Exit button on the Transaction Reports button.
These procedures assume you are familiar with formatting and running a report. If you are not, click on the Format and Run a Report link to review the procedures.
From the main page, select Transaction Reports.
Format the report using the relevant criteria under Date Options and Other Settings, Card Holders, Optional Fields, and Devices, Direction.
Select the Run Report button. You may have to wait a few seconds while the report is compiled depending on the range of criteria specified and the volume of site transactions.
From the Transaction Reports screen, select the Print button.
From the Transaction Report pop-up page, click on the Print link.
From the Print dialog box, if applicable, make the necessary printer settings.
Click on the Print button.
From the Transaction Report pop-up page, click on the Exit link.
From the Transaction Reports page, click on the Exit button.
To return to the main page, select the Exit button on the Transaction Reports formatting page.
These procedures assume you are familiar with formatting and running a report. If you are not, click on the Format and Run a Report link to review the procedures.
From the main page, select Transaction Reports.
Format the report using the relevant criteria under Date Options and Other Settings, Cardholders, Optional Fields, and Devices, Direction.
Select the Run Report button. After selecting the Run Report button, you may have to wait a few seconds while the report is compiled depending on the range of criteria specified and the volume of site transactions..
From the Transaction Reports page, select the Export to PDF button.
From the Export to PDF dialog box, right click on the Download Report link and select Save Target As.
You can preview the PDF version of the report by left clicking on Download Report. To save the report from Adobe Acrobat, select Save a Copy.
From the Save As dialog screen, navigate to the folder where you want to save the PDF version of the report.
By default the application inserts the logged on user name and the date in the File Name field. You can either accept this as the file name or re-name it.
Click on the Save button.
From the Download Complete dialog box, select the Close button.
To review the PDF report in Adobe Acrobat, select the Open button. When you have completed reviewing the report, select File > Exit in Adobe Acrobat.
If you selected Close in the previous step, click on the OK button in the Download Report dialog box.
From the Transaction Reports page, select the Exit button.
From the Transaction Reports formatting page, select the Exit button to return to the main page.