How to Generate Excel Reports in Aidi?

In the Supervision module, go to the Report list.

You can generate a report in 3 steps:

1. Choose one or more projects
2. Select an available report model
3. Select a frequency to generate the report: 
   1. Generate now will create the report and download it for you only
   2. Set automatic generation of reports, for the selected project(s), every Monday, Friday or the 1st of each month.

Note:

• The list of the available projects corresponds to the projects you are designated as a contact.
• The list of available Report models is based on your access profile in Aidi. If the desired report model is not available, contact your administrator.
• If you configure a periodic report (Every Monday, Friday or 1st of the month), the recipients will receive an email notification at 6:00 AM on each day selected.

• After configuring a periodic report, you will find a button at the top of the page allowing you to access the periodically generated reports. Here you can request an immediate download, manage recipients or stop the automatic generation.

   

How can I manage the recipients of a periodic report ? 

• It is now possible to identify a list of users who will also receive the same reports as you on the set frequency (e.g. Mondays, Fridays, or 1st of the month). If only “Generate now” is selected, the user will only receive a download of that report at that point in time but you can also send that report via email to specific users.
  • IMPORTANT: the recipients must be Aidi users because the download link requires authentication.
  • The users/recipients must at least have read access to the Excel Report resource.
  • The list of recipients can be modified at any time by the person who generated the report or by people with an Administrator role.