Matrix Report Manager

Matrix Report Manager allows users to generate reports containing specific information regarding subscriber accounts, contacts, alarm handling, etc. Users can generate reports as needed or schedule them to generate automatically. The following documentation instructs users on how to manage reports within Matrix.

Users can interact with and generate reports via the available tabs. These tabs are briefly defined below.

Tab	Function
Report Form	Displays the selected report’s information fields. These fields are populated as needed to generate desired data. More information on running reports can be found below.
My Reports	Displays all reports generated by the user. More information on displayed reports can be found below.
My Templates	Displays all report templates saved by the user. More information on report templates can be found below.
Scheduler	Displays all reports configured to generate on a set schedule. More information on scheduling reports can be found below.
AM Notify	Displays all reports generated via AM Notify during the selected time frame. See the AM Notify documentation for more information on managing AM Notify parameters. More information on viewing AM Notify reports can be found below.
All Reports	Allows admin users to interact with reports generated by other users. More information on viewing these reports can be found below.
All Templates	Allows admin users to interact with templates created by other users. More information on viewing templates can be found below.
All Batch Reports	Allows admin users to interact with batch reports generated by other users. More information on viewing batch reports can be found below.
Manager	allows the user to view the status of the report background on any report currently running. Only users with the ability to manage reports will have access to this tab. More information on manager options can be found below.

Typically, users have access to their own reports only. To grant access to other users’ reports, set the Manage Reports flag on the user’s profile to Y within Matrix User Maintenance. See the Matrix User Maintenance documentation for more information on how to manage user profiles.

Reports

All the reports you have access to are listed under the Reports section of the Report Manager page. Each of these reports is defined below. Users can search for a specific report by inputting the desired report name into the Search field.

Report Form

The Report Form tab displays the information required to run the selected report. Reports that require user input are configured to require an account/dealer and date/time range to complete the search within the system. The following documentation will instruct users on how to configure basic report information.

Note: Some reports do not require input from the user.

Perform the following steps to run a report.

Select the accounts the report should include from the available fields. Users can use any one or many of the following account restriction types.
- From Account - To Account: Determines the range of subscriber accounts that will be included in the report.
- From Sort Name - To Sort Name: Determines the range of subscriber accounts that will be included in the report but determined by their assigned Sort Name identifier.
- From Dealer - To Dealer: Determines the range of dealer accounts that will be included in the report.
- Subdealer: Determines the subdealer grouping of accounts that will be included in the report.
If applicable, select the Print by Sublist option to select a preexisting sublist of accounts the report should print information on.
- See the Sublist Maintenance documentation for more information on creating and managing sublists.
Select the date range the report should include from the available fields.
- From Date - From Time: Determines the earliest date and time data was received on the selected accounts.
- To Date - To Time: Determines the latest date and time data was received on the selected accounts.
Select all applicable information filtering options available based on your selected report.
- For Example: When viewing accounts missing data, you can select which fields to refine the search by. All accounts with missing information within the selected fields will print on the report.
- Note: The CIS Report can contain extensive information. See the Matrix History documentation for instructions on how to run a CIS report.
Select Submit to begin running the report.

Add Emails

Once Submit is selected, users will be prompted to determine if they would like to email the report to any contacts and/or Matrix users.

Selecting No will automatically generate the report. Users can proceed to the My Reports tab to view the results.

Selecting Yes will display the Email dialog box.

Perform the following steps to attach the report information to emails.

If applicable, update the automatically populated Account Number field to an alternate account number.
- This is the account the available email addresses are pulled from.
Select all email addresses you would like to include on the report email from the Email table.
- Selecting an email multiple times will update the email’s Action status. The available statuses are defined below.
  - To: Default action used to send the email directly to the selected email. Typically, the main individual you are sending the email to.
  - CC: Carbon Copy, used for any additional individuals who should receive the email for reference or general knowledge.
  - Bcc: Blind Carbon Copy, used for any additional individuals whose inclusion should be hidden from the other individuals included on the email.
  - If applicable, select Include All to select all displayed email addresses.
  - If applicable, select Clear All to deselect all currently selected email addresses.
If applicable, select the Add Email option from the toolbar to open the Additional Email Address dialog box.
Input the email address that should be included when sending the report into the Email Address field.
Input the full name of the individual receiving the report into the Display Name field.
Select Update to complete adding the new email.
Repeat steps 3-5 for any additional emails that should be added.
If applicable, select the desired email format from the Print Options dropdown.
- The available options are custom to your system.
If applicable, input any information that should be included with the report into the Body field.
If applicable, select the Add Report to Body option to include the report in the email’s body rather than as an attachment.
Select Send to complete sending the report to the selected email addresses.

The selected recipients will receive the report in their inbox momentarily.

My Reports

The My Reports tab displays all reports requested by the user.

Users can interact with the My Reports table via the available toolbar options. These options are defined below.

Option	Function
View Output	Opens the report data in an alternate browser tab.
View Input	Displays the Report Form and its selected options for the report beneath the table. More information on viewing reports inputs can be found below.
Make Template	Allows users to save the selected report and its configured settings for future use. Once a report is selected as a template, it will move to the My Template tab. More information on this tab can be found below.
Rename Report	Allows users to update the selected report’s name.
Download Report	Saves a PDF copy of the selected report.
Email Report	Allows users to send the selected report to individuals via email. Refer to the Add Emails section above for instructions on how to add emails.
Delete Reports	Allows the user to remove multiple reports from the table. Select all reports that should be removed and select Delete Reports to complete removing the reports.
View as Grid	Displays the selected report within a table. More information on viewing reports within a grid can be found below. Note: This option is only applicable for reports generated in CSV (comma delimited) format.
Delete	Removes the selected report from the table.
Reload	Refreshes the table to display up-to-date information.

View Input

Selecting View Input will display the Report Input section. This section displays the Report Form settings originally selected for the report.

If applicable, users can update the report information and select Submit to run the report again with alternate parameters.

Selecting the View Emails option will open the Email table displaying all emails the report was sent to when it was first submitted.

Refer to the Add Emails section above for instructions on how to add emails.

Make Template

Selecting Make Template will display the Initialize Template dialog box.

Perform the following steps to save a report as a template for future use.

Input a brief description of the template into the Template Description field.
If applicable, select the date range restriction that the template should follow from the From Date and To Date drop-downs.
- When the template is used to run a report in the future, these date restrictions determine the From and To Dates applied to the report.
Select Save to complete creating the template.

The selected report will move from the My Reports table to the My Templates tab. More information on this tab can be found below.

View as Grid

Selecting View as Grid will display the Lookup table for the selected report. This option is only valid for reports generated in CSV format.

Users can interact with the table via the available toolbar options. These options are defined below.

Option	Function
CSV	Downloads a CSV file of the table to the user’s computer.
PDF	Downloads a PDF copy of the table to the user’s computer.
Reload	Refreshes the table to display up-to-date information.

My Templates

The My Templates tab displays all reports the user has saved as templates for future use.

Users can interact with the My Templates table via the available toolbar options. These options are defined below.

Option	Function
View Input	Displays the Report Form and its selected options for the report beneath the table. Refer to the View Input section above for more information.
Remove Template	Removes the selected template from the table. Removed templates will reappear under the My Reports tab.
Delete	Removes selected template from the table. Deleted templates will not reappear under the My Reports tab. Note: deleting a report template will disable any future scheduled reports from the system.
Reload	Refreshes the table to display up-to-date information.

Scheduler

The Scheduler tab displays all template reports users have scheduled to generate at predetermined times.

Users can interact with the Scheduler table via the available toolbar options. These options are defined below.

Option	Function
Run Now	Places the selected report into the completion queue for immediate results rather than waiting for the report’s Next Run Time.
Unschedule	Removes the report from the schedule queue. The report will not run until it is rescheduled or the Run Now option is selected.
Reschedule	Schedules an unscheduled report to run at its previously configured time.
Add	Allows users to schedule a new batch report from their created templates. More information on adding batch reports can be found below.
Edit	Allows users to update existing reports as necessary.
Delete	Removes the selected batch report from the table.
Reload	Refreshes the table to display up-to-date information.

Add New Report

Selecting Add will display the Add Batch dialog box.

Perform the following steps to create a new batch report.

Input a brief explanation for the report into the Batch Description field.
Select the frequency at which the report should run from the When To Run drop-down.
Input the time of day (in 24-hour format) the report should run (or begin to run if an hourly increment is selected from the When To Run drop-down).
Select all reports that should run at the appointed time from the template list.
Select Save to complete adding the new batch report.

Repeat these steps as necessary to create additional batch reports. All selected reports will run with their assigned parameters during the selected time frame.

AM Notify

The AM Notify tab displays AM Notify reports ran during a selected time frame. AM Notify reports are configured on the account-level. See the AM Notify documentation for more information on managing AM Notify parameters.

Perform the following steps to view AM Notify Reports.

Select the date the AM Notifies were first received from the Start Date field.
Select the date the AM Notifies were last received from the End Date field.
Select the magnifying glass icon to the right of the Description field to open the Accounts Set Up To AM Notify table.
Select the account whose AM Notify you would like to view from those available.

The table will automatically populate with the account’s AM Notify reports that were ran during the selected time frame. Users can interact with the AM Notify table via the available toolbar options. These options are defined below.

Option	Function
View	Opens the report data in an alternate browser tab.
Resend	Places the selected report into the completion queue for immediate results.
Reload	Refreshes the table to display up-to-date information.

All Reports

The All Reports tab allows admin users to view and interact with reports ran by other users.

In order to see other reports, MANAGE-REPORTS needs to be set on your profile. User profiles are created in CORE and assigned in Matrix. See the Matrix User Maintenance documentation for information on managing user profiles.

Users can interact with the All Reports table via the available toolbar options. These options are defined below.

Option	Function
View Output	Opens the report data in an alternate browser tab.
View Input	Displays the Report Form and its selected options for the report beneath the table. Refer to the View Input section above for more information.
Make Template	Allows users to save the selected report and its configured settings for future use. Refer to the Make Template section above for more information.
Rename Report	Allows users to update the selected report’s name.
Download Report	Saves a PDF of the selected report to your computer. Note: Reports output as Comma Delimited will also download as PDFs.
Email Report	Allows users to send the selected report to individuals via email. Refer to the Add Emails section above for instructions on how to add emails.
Delete Reports	Allows the user to remove multiple reports from the table. Select all reports that should be removed and select Delete Reports to complete removing the reports.
Delete	Removes the selected report from the table.
Reload	Refreshes the table to display up-to-date information.

All Templates

The All Templates tab allows admin users to view and interact with templates created by other users.

Users can interact with the All Templates table via the available toolbar options. These options are defined below.

Option	Function
View Input	Displays the Report Form and its selected options for the report beneath the table. Refer to the View Input section above for more information.
Remove Template	Removes the selected template from the table. Removed templates will reappear under the My Reports tab for the applicable user and the All Reports tab for admins.
Delete	Removes the selected template from the table. Deleted templates will not reappear under the My Reports or All Reports tabs. Note: deleting a report template will disable any future scheduled reports.
Reload	Refreshes the table to display up-to-date information.

All Batch Reports

The All Batch Reports tab allows admin users to view and interact with all batch reports created by other users.

Users can interact with the All Batch Reports table via the available toolbar options. These options are defined below.

Option	Function
Run Now	Instantly runs the report and outputs its information.
Unschedule	Removes the batch report from the queue. The report will not run until it is rescheduled.
Reschedule	Reassigns the batch report to the queue. Depending on the frequency assigned to the report, it will automatically be assigned to the next applicable date.
Edit	Allows users to update the inputs applied to the batch report.
Delete	Removes the selected batch report from the table.
Reload	Refreshes the table to display up-to-date information.

Manager

The Manager tab allows the user to view the status of the report background on any report currently running. Only users with the ability to manage reports will have access to this tab and its functions.

Users can interact with the Manager table via the available toolbar options. These options are listed below.

Option	Function
View Input	Displays the Report Form and its selected options for the report beneath the table. Refer to the View Input section above for more information.
Skip Current Report	Cancels the report and removes it from the pending queue.
Reload	Refreshes the table to display up-to-date information.

Report Defaults

Users can setup reports to pre-populate with defined parameters via the Report Defaults page.

Default parameters are assigned at the user-level. When the applicable user views the report within Report Manager, the default options will automatically be applied. This way, users can refine reports quickly and easily without having to manually interact with each report option.

Perform the following steps to assign default parameters to a report.

Input the username the default report should be assigned to into the User Name field.
- Users can also select the magnifying glass icon to search for and select a user.
Select the report you wish to configure from the Reports list.
- This will display the report’s applicable information fields.
Input a brief explanation of the default report into the Description field.
Select all desired parameters you would like to auto-populate from the report fields.
Select Save to complete creating the default settings.
Repeat the above steps as necessary for all users and reports.

When the user next views the report within Report Manager, all selected parameters will be filled in as configured on the Default Reports page.

Reports

The following section lists all available reports and the information they provide to users and whether they require user input.

Report	Requires Input	Description
2 Line Name and Address Report	Y	Provides a record of subscriber/company names and addresses.
Account Listing	Y	Provides a record of all subscriber accounts assigned to the chosen dealer. These accounts are listed by account number. Users can also select whether they would like to see active and/or inactive accounts.
Account Listing by Prefix	Y	Provides a record of subscriber accounts (spanning multiple dealers, if applicable). The accounts are ordered by prefix.
Account Listing with First Signal Date	Y	Provides a record of subscriber accounts (spanning multiple dealers, if applicable) as well as the date and time of their first received signal.
Account Queue Change History	Y	Provides a record of subscriber accounts (spanning multiple dealers, if applicable) and all approved queued changes submitted per subscriber.
Accounts Missing Data	Y	Provides a record of accounts missing specified pieces of data on the subscriber level.
Add/Delete Subscriber Report	Y	Provides a list of all subscriber accounts that have been created or removed during a selected date range.
All Activity Report	Y	Provides a record of all alarm processing activity.
All Lines Busy Report	Y	Provides a record of all accounts that received a large volume of calls/signals within a selected date and time range.
Alphabetical Customer Listing	Y	Provides an alphabetical listing of subscribers by dealer.
AM Notify History	Y	Provides a record of AM Notify signal processing history for selected accounts and dealers.
Audit History	Y	Provides a record of changes made to various system files, including records of changes made to subscribers, dealers, and system flags.
Bad Authorities by State	Y	Provides a record of subscribers with authorities located outside of their state or with incorrect phone numbers.
Batch Report Listing	Y	Provides a list of all batch reports and their run frequency on dealers/sublists/accounts.
Call List Verification	Y	Provides a record of accounts and their zones with bad data in the call lists, like incomplete phone numbers.
Camera Report	Y	Provides a record of all cameras assigned to the selected accounts and how many signals received by the cameras within the selected date range.
Camera Status Report	N	Provides a list of all cameras and their current status of either Connected or Disconnected.
CIS Change Verification	Y	Provides a record of customer information as well as contacts on the account verified to make a change.
CIS Report	Y	Provides a record of information entered for subscribers, including UL Grade.
City and Zone Report	Y	Provides a record of subscribers and their assigned city location and zone information.
City Listing	Y	Provides a record of subscribers by city.
Comma Delimited Contact List	N	Provides a record of all contacts on the last Dealer account the user interacted with.
Comma Delimited Events Handled	Y	Provides a record of all operator handled events during the selected time frame.
Comma Delimited Subscriber Listing	N	Provides a record of all subscribers on the last Dealer account the user interacted with.
Comma Delimited Zone List	N	Provides a record of all zones on the last subscriber account the user interacted with.
Commercial/Residential Account Report	Y	Provides a list of dealers with counts of each account type.
Contact List	Y	Provides a record of contacts entered for dealers or subscribers.
Count of Signals by Type	Y	Provides a record of all accounts and the signals received on them between the selected dates.
Data Entered Accounts	Y	Provides a record of subscriber accounts that have had data added or deleted within a specified time range.
Dealer Report	Y	Provides an alphabetical record of all subscribers assigned to specified dealers.
Deleted Subscribers	Y	Provides a list of all deleted subscribers.
Device Inspection Accounts with Devices	Y	Provides a record of all subscriber accounts with devices requiring inspection.
Device Inspection Accounts with No Devices	Y	Provides a record of all subscriber accounts without devices that require inspection.
Disabled Accounts	Y	Provides a record of all disabled subscribers on the selected dealer account.
Dispatch Report	Y	Provides a record of all processing activity on signals that had authorities dispatched on them by an operator.
Dispatch With Activity Report	Y	Provides a record of all processing activity on signals that had authorities dispatched and operator activity.
Editing Requests	Y	Provides a record of edit requests made using the Edit Request tab in Data Entry/Caller Assistance.
Event Code Listing	N	Provides a record of all event codes in the system.
Future Starts	Y	Provides a record of all subscribers assigned to the selected dealer account with a start date set to sometime in the future.
History in Chronological Order	Y	Provides activity for a selected date and time range.
Inactive Account Report	Y	Provides a record of all accounts that have been inactivated.
Installation Report	Y	Provides a record of subscribers with a start date within a selected range.
Late to Test Report	Y	Provides a record of dealers and their accounts receiving Late-to-Test (LTT) signals, as well as the test frequency and LTT signals received in a row.
Monitoring Equivalent Weight Report	N	Provides the system’s MEW factor based on the types of alarm systems being monitored (Residential, Commercial, etc).
Name and Address Report	Y	Provides a record of all subscriber names and addresses.
Next Call Collections Report	Y	Provides a record of all subscribers and their past due balance.
No Activity Report	Y	Provides a record of accounts that have had no processing activity since a specified date.
One Line Dispatch	Y	Provides a record of all dispatches in the specified parameters, in such a way that each dispatch takes up only one line on the report.
Open/Close Report	Y	Provides a record of all processing activity exclusively for open and close signals.
Operated Added Messages Report	Y	Provides a record of operator messages on alarms within a specified time range.
Operator Analysis Report	Y	Provides a record of operators, their assigned privileges, and received signals.
Operator Events Handled	Y	Provides a record of all operator handled signals and the operator that handled them.
Partitioned Accounts	Y	Provides a record of subscribers with partitioned zones and the partitioned accounts.
Pending Resets Report	Y	Provides a record of subscribers with a scheduled reset on their account.
Pin Printing	Y	Provides a record of contacts and their pins along with the premise address.
Premises Status Report	Y	Provides a record of accounts that are open or closed.
QO User Summary Report	Y	Provides a record of Quantum Operator information.
Resolution Code History Rpt	Y	Provides a record of the resolution codes assigned to events by operators.
Signal Received Report	Y	Provides a record of the last signal received from selected accounts.
SMS Activity Report	Y	Returns the total number of SMS messages sent on the system.
SMS Opt In Report	Y	Returns the count of SMS Opt In messages sent on the selected account(s). This includes pending, declined, and contact information.
State and Zone Report	Y	Provides a record of subscribers by state and their assigned zone information.
State Report	Y	Provides a record of subscribers by state.
Subscriber Custom Identifier	Y	Provides a record of subscribers by their custom identifiers. Custom identifiers are unique to each client profile.
Subscriber List by Authorities	Y	Provides a list of all subscribers by specified authority type.
Subscriber List by Panel Type	Y	Provides a list of all subscribers by specific panel type.
Subscriber List for a Dealer	Y	Provides an alphabetical listing of the subscribers assigned to specified dealers.
Subscriber Listing w/Phone Numbers	Y	Provide a record of all subscribers with either contact or premise phone numbers.
Subscriber Missing Authorities	Y	Provides a record of subscribers with no authorities.
Subscriber Missing Premises Number	Y	Provides a record of all subscribers missing premise numbers.
Subscriber W/O Premise Numbers	Y	Provides a record of all subscribers missing premise numbers on their account.
Test Frequency Report	N	Provides a record of scheduled account tests and the frequency at which they are tested.
Unidentified Signal Report	Y	Provides a record of signals from accounts not recognized as subscribers.
Unidentified Subscribers	Y	Provides a record of accounts sending signals but not recognized as subscribers.
User History Report	Y	Provides a record of account users and their activity history.
Zip Code and Zone Report	Y	Provides a record of subscribers by zip code and assigned zone information.

Matrix Report Manager

Reports #

Report Form #

Add Emails #

My Reports #

View Input #

Make Template #

View as Grid #

My Templates #

Scheduler #

Add New Report #

AM Notify #

All Reports #

All Templates #

All Batch Reports #

Manager #

Report Defaults #

Reports #

Reports

Report Form

Add Emails

My Reports

View Input

Make Template

View as Grid

My Templates

Scheduler

Add New Report

AM Notify

All Reports

All Templates

All Batch Reports

Manager

Report Defaults

Reports