IQnext Reports Management Overview

The Reports section provides deep insights into Lighting, Space, Asset, Maintenance, and Energy operations.

Users can view, bookmark, mark as favourite, share, download, and even schedule reports — enabling smarter decision-making and collaboration.

First-Time Access: Exploring the Reports Section

Upon logging into the platform and navigating to the Reports tab on the left-side panel, new users find a categorized library of pre-built reports under different operational modules:

• Lighting Reports
  

• Space Reports
  

• Device Reports
  

• Asset Reports
  

• Maintenance Reports
  

• Energy Reports
  

In the table - you can find the list of reports under each modules:

1. Search bar is given to directly search for the report name in the list

2. Details of the columns are mentioned below: 

1. Report name: A specific name given for each report

2. Description: A brief summary of the report . 

3. Last opened: Keeps a track of last time & date, that report was opened by the user. 

         3. Filter by option can be used to filter report names based on bookmark, favourite, recently added.

Note: Initially, users have access to all standard reports but have not yet customized their experience.

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Viewing and Filtering Reports by names

Users can:

• Browse report categories in the left panel of the screen, based on the modules and then additional options like Bookmarked, Favourites & Recently added.

• Select any report to open and view.
  
  

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Bookmarking Reports for Quick Access

To bookmark a report:

1. Open a report.
   
   

2. Make the relevant filter selections to view the report.

3. Click the Bookmark icon.
   
   

4. The report appears in the Bookmarked Reports section.

To remove a bookmark, click on the three dots and click on remove option.

Tip: Bookmarked reports streamline recurring access.

Time filters may not be saved when bookmarking reports, user may have to still select the time filters when they want to view bookmarked reports

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Marking Reports as Favourite

To favourite a report:

1. Find the report.
   
   

2. Click the Star (Favourite) icon next to its name.
   
   

3. Favourite reports appear in the IQnext Overview section and Favourites filter for quick visibility.
   
   

To remove from favourites, click the Star icon again.

Tip: Use favourites for top-priority reports.

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Sharing Reports with Other Members

To share a report:

1. Open the report.
   
   

2. Click the Email icon button.
   
   

3. Enter the email addresses or usernames.
   
   

4. Click Send.
   
   

Post Sharing:

• Recipients receive an email notification.
  
  

• They can view and optionally bookmark or favourite the report.

Note: Shared reports respect user permissions. If the receiver does not have access to certain resource it will not be shown to them

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Downloading Reports

To download reports:

1. Open a report.
   
   

2. Click the Download button.
   
   

3. Choose:
   
   

• Image (PNG/JPEG)
  
  

• PDF
  
  

• Excel (XLSX)

Use PDF for presentations, Excel for analysis, and Image for quick sharing.

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Scheduling Reports

Save time with scheduled report deliveries:

• Users can set up automated scheduling to receive reports periodically (daily, weekly, monthly).
  
  

• Scheduled reports can be sent to users via email as downloadable attachments (PDF or Excel).
  
  

• To schedule:
  
  

1. Open the report.
   
   

2. Click on the Email button and choose the schedule report option .
   
   

3. Choose frequency, recipients, format, and time of dispatch.
   
   

4. Save the schedule.

To view scheduled reports, click on the scheduled reports tab at the top of the page. To understand more read this article.

Tip: Use scheduling for monthly energy consumption summaries, weekly maintenance issue reports, or quarterly occupancy trends.

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Available Report Modules

Module	Enabled	Highlights
Lighting	LMS	Energy consumption trends, Energy savings, lighting audits
Space	LMS, BMS where occupancy data available	Occupancy trends, space utilization heatmaps
Device	BMS	Device Trends, Log reports, Run hours analysis
Asset	CMMS	Asset inventory, performance, uptime reports
Maintenance	CMMS	Work order status, schedules, issue tracking
Energy	BMS where energy meters available	Total cost, consumption analysis, comparisons

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Report Management Best Practices

Best Practice	Details
Bookmark Smartly	Save reports you access regularly.
Favourite Strategically	Highlight top-priority reports only.
Customize Before Sharing	Filter data before sharing for relevance.
Download Formats Wisely	Use PDF, Excel, or Image based on purpose.
Regularly Review Bookmarks and Favourites	Keep your reports organized and updated.
Be Mindful of Permissions	Shared reports depend on recipients' access.
Document Insights	Include context when sharing or downloading reports.

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