WatchlistActive IQnetapp-manishcMay 29, 2019

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WatchlistWatchlist is an alternate option for providing list of serial numbers as report generation criteria(helpful when you have to generate reports with serial number from multiple sites or customers).

Currently, there is no direct way to create a watchlist from the Reports tab. To createa watchlist for a report, click the Reports tab on the top menu of Active IQ. Once youhave created a Watchlist, you can then use it from the Reports tab for generating areport. This is the only way to have newly created Watchlists appear in the list ofavailable groups available for reports.

While creating a watchlist, you have two options:

Steps

1. Search for a customer or site name and include the serial numbers for that customer/site forcreating the watchlist.

2. Include a list of serial numbers in the Serial Numbers text box to create a watchlist with that list ofserial numbers.

Once you select one of the above options, the serial numbers are validated against the installed base,and you get a success or error depending on whether there is a match against specified serial numbers.

3. Once you select a criterion to generate the report, you will have to provide a report name andemail address to which report output should be sent to.

4. System will display a message indicating the status of report submission (success/failure).

5. Once Report is submitted, you can check report dashboard page for status of report execution.

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