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Generate a one-time report

A one-time report generates once using the filters and time range you choose. It does not create a Report Profile, so there is no name field and nothing to schedule. The finished report appears in the History tab as a PDF.

Use a one-time report when you need a single answer now: compliance for one unit last month, dispenser activity for the past week, or the current low-soap worklist. To save a configuration and generate it again later or on a schedule, see Create a recurring or on-demand report instead.

Before you begin

  • You have the Administrator, User, Contact tracer, or Nurse Manager role in Hand Hygiene. The Viewer and Limited User roles do not have access to Reports. The Nurse Manager role can generate only the Compliance Report and Dispenser Activations types.
  • Reports is enabled for your organization's Kio account.
  • Decide which report type you need and what time range it should cover. See Report types and Report time range options.

Generate the report

  1. Go to Reports.
  2. Select Generate Report.
  3. In Generate a report, choose One-Time Report.
  4. On the Flow selection step, choose how to start: Start with Report Type or Start with Entity Type. Both reach the same configuration in a different order.
  5. Choose the Report type: Compliance Report, Dispenser Activations, or Low Soap Dispensers. For what each type covers, see Report types.
  6. Choose the Entity type. The available choices follow the report type: a Compliance Report covers Staff or Locations, Dispenser Activations covers Dispensers or Locations, and Low Soap Dispensers covers Locations only.
  7. On the Items selection step, select the specific staff, locations, or dispensers to include. Use search to find what you need when the list is long.
    • For staff, the list shows only staff who have a Smart Badge assigned. To find staff without a badge instead, turn on Show Staff without badges. The switch replaces the list rather than adding to it: while it is on, staff with a badge are hidden.
  8. On the Configure report step, set the following:
    • Time range. Choose a Relative range or Specific dates. The Low Soap Dispensers report has no time range. See Report time range options.
    • Recipients. You can email the report to anyone. Add any email address as a recipient — a recipient does not need a Hand Hygiene account to receive or open the PDF. Your own email is added as the default recipient, and you can remove it.
  9. On the Summary step, review the report type, items, time range, and recipients. Optionally, under Note, add text to append to the end of the report.
  10. Select Generate report.

Result

The report generates and appears in the History tab. While it is being produced, the row shows In progress; when it is ready, a download link appears. To open the PDF, see Download a report.