The Reports page in Titan Cloud contains the following types of reports based on your level of access:

• Standard Titan Cloud Reports
• My Reports (custom personal)
• Company Reports (custom shared)
• Scheduled Reports

To open the Reports page, click the nine dots at the top left of the page to open the global menu. In the Reports section, select Reports. 

Locate a Report

The Reports page is organized into categories listed on the left side of the screen. 

To search for a specific report, type a keyword into the search bar or browse the options by category.

Favorites: A list of shortcuts to your frequently used Reports. To add Reports to your Favorites, locate them in their existing category and click the star icon.

My Reports: Custom reports that may only be accessed by your user account.

Company Reports: Custom reports available to all users with access to your organization's Reports. 

Standard Reports: All other categories contain standard reports created by Titan Cloud for your convenience. Access to each of these categories can be managed by User Role.

Each category may be hidden or made visible using the “hide” icon next to the category name in the left-side menu, or while the report is open at the top right. 

You may also see a pencil edit icon next to the “hide” icon. If available, this will allow you to re-name the category.

Run a Report

Click on any report name or clipboard view icon to open up the Report Render page in a new browser tab. 

Before rendering the report, you will need to define parameters for the report. The options provided on this page depend on the type of report you've selected.

Tip 1: A selection of a specific option in any given category will take precedence over an “All” selection in another category.

For example, in the image below, “Company Owned" is selected for Facility Group and “All” is selected for Facility Status. When this report is run, it will apply to facilities of any status within the “Company Owned” Facility Group. 

 

Tip 2: The Start Date and End Date determine the date range for the report. Most reports default these values to today's date, but you may enter a different specific date or use the dropdown menu to select a value like “Yesterday,” “X Weeks Ago,” “First Day of Current Fiscal Quarter,” or “Last Day of Previous Calendar Month.”

 

At the bottom of the page, specify a file type for the report. CSV is selected by default, but you may use the dropdown menu to select a different format such as PDF, Excel, HTML, or more advanced options.

To run the report, click Get Report. The file will be automatically downloaded to your device. 

Create a New Report

If the standard reports don't quite match your needs, you may create custom reports for personal use or for sharing with other users in your Titan Cloud account.  

Click the New Report button at the top right corner to open the custom report builder.  

Step 1: Choose Data Set

Select a Category and Data Set that best describes the type of information you're looking to review. 

For a breakdown of which data sets are included in each category, expand the section below.

Based on your selected Category and Data Set, a list of available Columns will appear below. 

Select the columns to include in the custom report and click Next. 

Step 2: Report Info

Provide a name (required) and description (optional) for the report. 

Select the “overwrite duplicate report” checkbox if you'd like this report to replace an existing custom report with an identical name if one exists.

Designate where the report will be saved:

My Reports: The report will appear in the My Reports category for your user account only. No other user can view, run, schedule, or edit the report. 

Company Reports: The report will appear in the Company Reports category for all users with access to your organization's Reports. Any of these users may view, run, or schedule the report, but no other user may edit it. 

Click Next to continue. 

Step 3: Filter (Optional)

Custom report filters allow you to set “any” or “all” logic to determine parameters for the report. This is an advanced option, and a guide is available below.

Click Add Condition to get started or click Next to skip. 

Guide to Custom Report Filters

Conditions: All vs Any

Dropdown Value	Search Criteria	Example
ComparisonOption_All	ALL data in the set	Your report is set to examine “Regular” tanks and “1k gallon” tanks.    Reports with ALL logic will only show you tanks that match both “Regular” AND “1k gallon.”
ComparisonOption_Any	ANY data in the set	Your report is set to examine “Regular” tanks and “1k gallon” tanks.    Reports with ANY logic will show you tanks that match “Regular” OR match “1k gallon.”    This might include Premium 1k gallon tanks, Regular 5k gallon tanks, etc.

Conditions & Statements

A condition is the top level ANY/ALL rule. To add a new condition, click the arrow icon. 

A statement determines which data the condition will look at. To add a new statement, click the plus icon. 

To remove a statement or condition, click the red x icon. 

Use the dropdowns to configure the logic for your report. You may add as many statements and conditions as you'd like. When you're finished, click Next. 

Tip: If you're configuring the report to use a date range, the tool will ask you to provide valid dates. That's okay! Input placeholder dates. These will not impact the dates that may be selected when running the report in any way.

 

 

 

Step 4: Sort (Optional)

This optional step determines how the results will be ordered when the report is run. Click Add Sort to get started or Add New to skip this step and save the custom report. 

To add a new ordering condition, click Add Another Sort.

To remove an ordering condition, click the minus icon. 

Click Add New to create the report. 

Edit or Delete an Existing Report

If you have access to edit or delete a report, the options will be available when you click the three dots at the far right. 

Edit will open the Custom Report Builder.

Delete will remove the report.