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ReportsHub

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📊 Nimbly Reports Hub: Data Insights & Analysis

The Reports Hub is a centralized administrative feature within the Nimbly web platform, designed for generating, viewing, and downloading comprehensive reports based on highly specific criteria. It empowers administrators to analyze user performance, audit compliance, and issue trends by applying a wide array of filters across different modules (Audit, Inventory, Issue), statuses, and parameters. Reports can be generated in various formats (PDF, Excel) and can include or exclude attachments, offering unparalleled flexibility for data analysis and sharing.

🚀 Status & Compatibility

  • Current Status: Released and available in production.
  • Platform: Accessible via the Nimbly Web Admin Interface.

🔑 Access & [Permissions](../Settings/Access control/AccessControlOverview.md)

Access to the Reports Hub requires an authenticated Nimbly login. Specific [permissions](../Settings/Access control/AccessControlOverview.md) are essential for report generation and access.

RequirementDetails
Login CredentialsStandard Nimbly login.
Role-Based AccessRequires Administrator-level access or specific [permissions](../Settings/Access control/AccessControlOverview.md) granted to view and utilize the “Reports” section, particularly the “Reports Hub” functionality.

✨ Key Capabilities

The Reports Hub offers robust features for tailored data extraction and analysis:

  • Advanced Report Generation:
    • Initiate consolidated report generation using a comprehensive set of filters.
    • Monitor the status of previously submitted report requests: Completed (green), In Progress (yellow), Queued (grey).
  • Extensive Filtering Options: Fine-tune your reports with precision.
    • Primary Filters (Top-level dropdowns): Module (Audit, Inventory, Issue), Report Status (Completed, Missed), Issue Source, Issue Status, Issue Approval Status, Issue Priority, Issue Severity.
    • Contextual Filters (Sub-level dropdowns): Department, Site (multi-select), User (multi-select), Questionnaire (multi-select), Date Range (custom or predefined periods).
  • Flexible Output Formats:
    • Report Format: Choose PDF (for presentations) or Excel (for data analysis).
    • Report Type: Select Basic (main fields only) or Advanced (detailed data, including question configuration).
    • Attachments Options: Include With Attachments or Without Attachments.
    • File Bundle Format: Opt for Individual reports (separate files) or Consolidated (single file for multiple reports).
  • Report Request Management:
    • View a tabular list of all past and current report generation requests, including: Report Type, Requested On (date/time), File Parameters (link to applied filters), No. of Reports included, Reports Date range covered, and Request Status.
    • Generate new reports based on current filter configurations by clicking Search then Generate.
  • Download Functionality:
    • Download Completed reports directly from the request list via the Action menu.
    • Downloaded reports are typically delivered as ZIP archives containing files in the chosen format (PDF or Excel).
  • Saved Filters:
    • Load pre-configured filter sets using the My Saved Filters button.
    • Save current filter combinations for future reuse with the Save Filter button.
  • Reports Limit Information:
    • Access Reports Limit specifications to understand system capacity for various report types (Non-Consolidated/Consolidated, With/Without Attachments, for Completed, Missed, and Issue Reports). Limits are typically displayed in terms of record counts (e.g., “300k Records - Excel / 30k Records - PDF”).
  • Categorized Views: Utilize tabs for All, Schedules, Inventory, Issue to quickly segment report requests, with applied filters contextualizing within each view.

⚙️ Core Workflows & UI Walkthrough

1. Navigating to the Reports Hub

  1. Log in to the Nimbly Admin web interface.
  2. From the left-hand navigation menu, click Reports.
  3. The Reports Hub Page displays:
    • A Filter icon (top right) to expand/collapse the filter panel.
    • A Reports Limit button (top right).
    • A main content area listing previously requested/generated reports.
    • Category tabs below filters: All, Schedules, Inventory, Issue.

2. Applying Filters & Generating a Report

  1. Click the Filters button to expand the filter panel.
  2. Select Main Filters:
    • Choose Module (Audit, Inventory, or Issue).
    • Select Report Status (Completed or Missed).
    • (Note: Additional main filters like Issue Source, Status, etc., appear if the “Issue” module is selected).
  3. Select Contextual Filters:
    • For Department, Site, User, Questionnaire: click the dropdown, use checkboxes for multi-selection.
    • For Date Range: select a predefined range or Custom, then use the calendar for Start and End dates. Click Apply.
  4. Select Download Options:
    • Report Format: Choose PDF or Excel.
    • Report Type: Select Basic or Advanced.
    • Attachments Options: Choose With Attachments or Without Attachments.
    • File Bundle Format: Select Individual or Consolidated.
  5. (Optional) Save or Load Filters:
    • Click Save Filter to store the current configuration.
    • Click My Saved Filters to load a previously saved set.
  6. Click the Search button.
    • A pop-up displays: [Number] Reports Found ([Total Records]). To download the report, click the button below to submit your request for report generation. with Cancel and Generate buttons.
  7. Click Generate.
    • A toast notification “Report request sent successfully” appears.
    • The new request is added to the report list with a Queued or In Progress status.

3. Downloading a Generated Report

  1. Locate the desired report request in the list with a Completed status.
  2. Click the three-dot Action icon (⋮) for that row.
  3. Select Download from the dropdown menu.
  4. A system save dialog will prompt to save a ZIP file (e.g., remboelan-2025-05-01-2025-05-02-pdf.zip). Choose a location and click Save.
  5. A browser download notification will appear.

4. Accessing Downloaded Reports

  1. Navigate to the download location on your device.
  2. Extract the ZIP file.
  3. The extracted contents will be the reports in your chosen format (e.g., individual PDF files per site/audit, or a single Excel workbook with detailed [issue tracking](../Issue Tracker/IssueTrackerOverview.md) data).

5. Viewing Reports Limit

  1. Click the Reports Limit button (top right of the Reports Hub page).
  2. A Limit Specifications Modal will display.
    • It outlines limits for Non Consolidated and Consolidated reports.
    • Breakdowns include Without Attachment and With Attachment for Completed Reports, Missed Reports, and Issue Reports.
    • Limits are shown in terms of record count and format (e.g., “300k Records - Excel / 30k Records - PDF”).
  3. Click OK to close the modal.

⚙️ Configuration & System Connections

  • Saved Filters: Allows administrators to create and save complex filter sets as templates for recurring report needs, ensuring consistency and efficiency.
  • Output Customization: The extensive options for format, type, attachments, and bundling provide granular control over the report output to meet diverse analytical and presentation requirements.

Related Features & Integrations

  • Core Nimbly Modules: The Reports Hub aggregates data from the Audit, Inventory, and Issue modules.
  • User Management & Hierarchy: Essential for filtering and scoping reports based on Departments, Sites, and Users.
  • Questionnaire Management: Report content and structure are derived directly from configured questionnaires.
  • Background Processing: Report generation requests are queued and processed in the background, minimizing UI blocking and allowing users to continue working.
  • Individual Report Download: The Reports Hub offers a more powerful, consolidated generation approach compared to single-instance report downloads from other modules.

✅ Best Practices

  • Strategic Filter Use: Given the potential volume of data, apply filters precisely to generate meaningful and manageable reports. Start broad and then narrow down your criteria.
  • Leverage Saved Filters: For recurring analytical needs, save filter combinations to save time and ensure consistent data sets.
  • Monitor Report Limits: Always check the Reports Limit when generating very large consolidated reports to understand system capacity and avoid request failures.
  • Choose Appropriate Output:
    • Select Excel for detailed data analysis and manipulation.
    • Select PDF for presentation-ready documents.
    • Use Advanced report type for in-depth information, Basic for summaries.
    • Include Attachments only when truly necessary to manage file sizes and download times.
    • Use Consolidated bundles for a single file containing multiple small reports, or Individual for separate reports.
  • Monitor Request Status: After submitting a report generation request, check its status in the list. Large reports may take significant time to Complete.
  • Clear Filters: When transitioning to other tasks within the Reports Hub, clear or reset filters to prevent unintended application to subsequent searches.

🎥 Video Tutorial

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