Reports Tab

Productivity Automator supports reporting capabilities. The Reports tab is located on the main toolbar. Selecting this tab displays a report that looks at Productivity Automator’s execution activity.

For a given rule, this report shows the rule’s success rate, the number of PNRs that have been actioned, the number of times the rule has executed, the PCC(s) targeted by the rule, and the overall time saved.

Note: Currently, the reporting functionality does not work on Chrome’s incognito mode. If unable to access the reports, confirm incognito mode is not enabled.

To view a list of reports:

  1. Click the Reports tab.

  2. Select the Calendar Date button to select a date or date range to view reports. The default is 90 days. Up to 365 days can be chosen.

    1. Presets list a range of options to choose from. Click More at the bottom to display a full list.

    2. Select Custom to enter a date range.

      1. Enter the page range manually, for example, 2023/11/01 - 2024/02/07, or

      2. Click the Calendar icon to select dates from a calendar display.

  3. Select the Pcc button to select a PCC from the drop-down list to display a report from the associated PCC. The default is any value, which displays reports from all PCCs.

  4. Select the Rule Name button to select a rule from the drop-down list. Enter a rule name in the Rule Name field. The default is any value, which displays all rules.

  5. Select a report from the Active Rules List table.

    1. Sort the reports by the column headers. Click the Ascending/Descending icon to have the option to sort by ascending or descending values, numerically or alphabetically.

    2. Select the Column Options icon to select:

      • Freeze - freezes the table in the order of the selected column. Click Unfreeze undo the freeze action.

      • Copy Values - copies the values in the selected column.

      • Autosize All Columns - adjusts the column widths to display the columns to fit on the screen.

      • Reset All Column Widths - adjusts all columns to their default size.

    3. Select the table options in the top right corner of the table:

      1. The time display indicates the last time the reports were generated.

      2. Click the Refresh icon to regenerate the table based on the current values.

      3. Click the Show/Hide Filters icon to display or hide the Calendar Date, PCC, and Rule Name filters.

      4. Click the Action icon to:

        • Select the Clear cache and refresh icon to clear the system data cache and refresh the Active Rule List table based on the values in the filters.

        • Select the Reset filters icon to remove any values in the filter fields and set them to the default values.

  6. Review the totals at the bottom of the table for:

    • Number Of Rules Executions

    • Total Actioned PNRs

    • Total Time Saved

    • Overall Success Rate