Site-Specific Reports (Admin)

Admin URL: https://admin.hellonimbly.com/admin/sites/reports

View and download completed audit reports for a specific site directly from the site’s detail page. Apply filters by Schedule, Questionnaire, User, and Date Range to find the reports you need, then download them in Excel or PDF format.

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🎥 Video Tutorial

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Core Workflows

1. Navigate to Site’s Reports Tab

1. Log in to the Nimbly Admin web interface
2. Click Sites from the left-hand navigation menu (under “Admin” group)
3. Click on the desired Site Name
4. Click the Reports tab

You’ll see a filter section at the top and a table listing all reports completed for this site below.

Report Table Columns:

• Report Type, Report Date, Report Started/Finished, Time Taken
• Questionnaire, Assigned Auditors, Outcome (flags), Score
• Download button

2. Apply Filters

Change Date Range:

1. Click the “View by” dropdown (default: “Last 7 Days”)
2. Select a predefined range (Last 28 Days, Last 90 Days, etc.) or choose “Custom”
3. For Custom: Select Start Date and End Date from the calendar inputs

Filter by Questionnaire:

1. Click the Questionnaire dropdown in “Filter by” section
2. Select the questionnaire type
3. The filter appears as a tag above the results

Filter by User:

1. Click the User dropdown in “Filter by” section
2. Select the auditor name
3. The filter appears as a tag above the results

Remove Filters:

• Click the “x” icon on any filter tag to remove it

3. Download Individual Report

1. Locate the desired report in the filtered list
2. Click the Download button in the “Download” column
3. Choose a save location in the system dialog
4. Click Save

The filename includes site name, questionnaire name, date, and unique identifier with .xlsx or .pdf extension.

4. Review Downloaded Report

Excel Report Contents:

• Header: Site Name, User, Scheduled Date, Date of Visit, Time of Visit, Duration, Questionnaire name, Location (Lat/Long), Flag counts, Final Score
• Question Data: Question Number, Type, Category, Question text, Weight, Threshold, Answer/Comment/Result, Media links
• Color Coding: Green for pass/Yes, Red for fail/No

PDF Report Contents:

• Formatted summary of all audit data with visual presentation

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✨ Key Capabilities

Feature	Description
Site-Specific View	View only reports submitted for the selected site
Filter by Schedule	Select specific report schedules assigned to the site
Filter by Questionnaire	Choose from questionnaires used at the site
Filter by User	Select specific auditors who performed reports
Date Range Filters	Last 7/28/90 Days, Last Week, Last 6/12 Months, Month-to-date, or Custom range
Multiple Filters	Apply multiple filters simultaneously for precise targeting
Quick Filter Removal	Clear individual filters by clicking the “x” on filter tags
Download Formats	Excel (.xlsx) and PDF (.pdf) with detailed audit data
Detailed Reports	Includes site info, questions, answers, media links, scores, and flags

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🔑 Access & Permissions

Requirement	Details
Role	Administrator-level access required
Permissions	Must have access to Admin section and Sites management
Login	Standard Nimbly login credentials
Scope	Can view all reports for sites within their access scope

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✅ Best Practices

• Combine Multiple Filters: Use date range + questionnaire + user filters together to precisely target specific reports
• Use Custom Date Ranges: When predefined ranges don’t match your needs, Custom date selection provides exact control
• Check Filter Tags: Verify applied filters before downloading to ensure you’re getting the right reports
• Excel for Analysis: Excel format provides rich detail for in-depth analysis, offline record-keeping, and custom summaries
• PDF for Sharing: PDF format is ideal for sharing formatted reports with stakeholders
• Clear Filters Between Searches: Remove old filters before starting a new search to avoid unexpected empty results