Building Reports (Manager Dashboard)
EDGEauditor allows you to digitize any paper-based report, log or checklist so everything can be completed from within the EDGEauditor app. In most cases, your EDGEauditor account manager will create the digital versions of these reports for you. However, if you wish to modify a report or have a resource who is comfortable using the platform to build reports this guide will walk you through how to do that.
Creating Report Groups
Before you start building your report, you should setup a report group. Report Groups are used to control what reports different users can access within EDGEauditor. For example, groomers would only have access to grooming logs, so they wouldn’t see daily park inspections or accident investigation reports.
From a desktop computer, login to the manager dashboard at resort.edgeauditor.com and from the side navigation, go to Reports > Report Groups.
On the far right-hand side of the screen click the blue “+ New Group” button.
On the next screen, name your report group (e.g., Snowmaking, Grooming, Patrol, Admin, Parks, etc.).
From the left-side of the screen, select the users you want to be included in the group. You can either go through the list or if you know the user(s) name you can start to type to filter the results.
From the right-side of the screen, select the reports that you want those users you've selected to have access to.
If the reports are contained within a report folder you can either select the box beside the folder name to choose all folders belonging to that folder (and subsequent sub folders) or click the folder name to expand and only choose select reports.
For reports not contained within folders you can use the search functionality to type the report name and filter the results.
Click the green Save button in the top-right hand corner when finished.
To edit an existing group, click the “Edit Group” button back on the Report Groups main screen.
Repeat steps #1 through #6 for each report group to be created or modified.
Organizing Reports Within Folders
If you have a lot of reports, it can simplify locating them on the app by grouping similar reports together within a folder (e.g., Parks folder for all park inspections). The folder you create on the dashboard will be available on the app with the chosen reports located inside.
From a desktop computer, login to the manager dashboard at resort.edgeauditor.com.
From the side navigation, go to Reports > View All & Manage and then click the orange “New Reports Folder” button.
Choose a parent folder if it applies or leave this drop-down empty.
Name your folder (e.g., Accident Investigation, Grooming, Health & Safety, Parks...) and click the “Create Report Folder” button.
To change the folder name or parent folder at any time, click the edit icon to the right of the report folder. To view the report contents of a folder, click the “eye” icon.
Different Report Layouts Explained
EDGEauditor offers 3 different types of report layouts – grid, single page & multi page. You can use a combination of one or more within the same report. To help you choose which one is right for your report the below screen shots illustrate examples of each type.
Grid Layout: Questions are listed horizontally across the screen on the app.
Single Page Layout: Most common layout with questions listed vertically down the page.
Multi Page Layout: Each object is condensed by default and then expanded when the section name is selected.
Building a New Report
From a desktop computer, login to the manager dashboard at resort.edgeauditor.com.
From the side navigation, go to Reports > View All & Manage and then click the green “New report” button.
On the next screen, you will see the following 3 options at the top of the page:
Report Name > Name your new report
Report folder > Leave this as the default (“root”) to not have it belong to any folder or use the drop down to add to a folder you created.
Status >
Published: Report will appear on the app
Unpublished: Report will not appear on the app
Directly beneath those 3 fields, you will see the following options available for selection:
Auto approve submissions > If selected, each time the report is submitted the status will automatically be set to “Auto Approved” (eliminates the need for a user to manual approve the report each time).
Allow staff to view historical submissions from the data entry APP > If selected, this allows staff members to view previous submissions of the report from the app.
Allow this report to be attached to an accident report > If selected, this will provide staff with the ability to link it to an existing incident report when completing the report on the app.
Next, click the “Add Section” button to add the first section to your report. Before you start adding questions, you’ll want to fill out the fields shown below that apply. There is no limit to the number of sections a report can have.
Section Heading > Mandatory field where you give your report section a title (e.g., Park Inspection)
Template > This is where you’ll choose the layout for your report – Grid, Single Page or Multi-Page (see explanation of the different layouts on pages 19 & 20).
Activation Toggle > Optional feature that you can check to enable. Enabling this feature won’t allow users to complete questions in the section until it’s checked (works with select, string, text, checkbox and Boolean type questions). If using, ensure you add a Label in the field directly beneath “Activation Custom Label”.
Feature / Terrain Park / Category > You must choose one of these drop downs to use
Feature > Choosing one of the available features from the drop down will act as the sub-title for your section. Feature names are pre-populated from your objects (e.g., Ski Runs, Lifts, Buildings, Other Objects, etc.).
Terrain Park > Use this drop down for your Terrain Park checklists and inspections. Doing so will auto-populate each feature from your most recent approved park build so that you only have to set up the questions once when building your report, as opposed to creating identical questions over and over each time a new feature is added or removed from a park.
Category > The available drop-down options are those items found under “Objects” in the side navigation (e.g., Ski Runs, Buildings, etc.). If you choose a category such as Vehicles without a subcategory selection, the questions within the section will be asked of every vehicle you have setup within EDGEauditor. Alternatively, you can choose a subcategory of vehicle, such as “Truck” or “Groomer” and the questions will only be asked of those vehicles that fall under those specific classifications. Similar to Terrain Park, this allows you to ask the same questions of multiple objects without having to create new questions each time.
Now that you’ve finished inputting/selecting the section information, it’s time to start adding your questions. There are a variety of question types you can choose from. The table from page 10 shows the complete list of question types that are available with a brief explanation for each.
Proceed to add each question as needed with the appropriate question type attached to it.
At the end of the page you’ll see a button with the label “Add Approval Group”. This optional step allows you to add multiple tiers of approval to a report before it is considered to be “accepted”. The order you add these groups in is the order in which they will receive notifications that a report requires their approval.
To use this feature, an approval group must first be added to https://resort.edgeauditor.com/approval_groups where you can select one or more users to be added to a group. Each time a report is submitted that this approval group is attached to those users will receive an email notification informing them a report requires their approval. Once the first tier of approval is complete, the next approval group will receive the same notification – this process continues until all groups have approved the report. If the report is rejected at any point, the approval process will start over again once the report is resubmitted with the required corrections.
Once you’ve added all questions/sections and added any applicable approval groups (optional), click the green “Create Report” button at the bottom of the screen.
You will receive a confirmation message that your report was successfully created and will be asked to add it to a report group (explained on pages 16 & 17). This will ensure users belonging to that report group will be able to access the new report.
Login to the EDGEauditor app to view and use your new report by clicking on NEW REPORT from the app home screen. Your report will either be listed on this screen or located inside the report folder you added it to.
Making Changes to an Existing Report
To make any changes to a report, go to resort.edgeauditor.com and go to Reports > View All & Manage. Locate the report you want to edit and click the “Actions” button to the right of the report and choose the “Edit Report” option.
Make your changes before clicking the green “Update Report” button located at the bottom of the screen.