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Reports

How to create and use reports in Menuboard Manager, including relative date filtering, connection reports, and scheduled email delivery

Written by Marc Rosenberg
Updated today

Reports

The Reports app allows you to create reports for Units, Signs, and Locations.


Creating a Report

  1. Open the Reports app from the upper-left application selector (the button may be labeled Content).

  2. Click Add and select the report type — for example, Unit Report.

  3. Name the report.

  4. Set up the filter criteria and select which fields to display.

  5. Click Run Report to see results.

  6. Click Save Report.

Reports can be saved as Private or Public.


Relative Dates

Relative date values — such as 5 days ago or Next 5 days — can be used in report criteria for any date-based field, making it easy to create reports that stay current without manually updating dates each time.

  1. In the report criteria, select a date-related field — for example, Last Connection.

  2. Set the operation to Less than, Greater than, Before, etc.

  3. In the date value field, type a relative date such as 5 days ago.

  4. Run the report.


Example: Connection Report

A connection report shows units that haven't connected within a specified number of days — useful for identifying offline or unreachable displays.

  1. Click Add and select Unit Report.

  2. Name the report.

  3. Set the filter criteria:

  4. Select Field: Last Connection

  5. Select Operation: Before

  6. Time/Calendar Field: 0 days ago (or 1 day ago, 2 days ago, etc.)

  7. Click Run Report, then Save Report.

0 days ago returns units that have not connected since today. 1 day ago returns units that have not connected in the last two days, and so on.


Scheduling a Report

Reports can be delivered by email on a recurring schedule — useful for connection monitoring or recurring audits.

  1. Open a saved report and click Schedule.

  2. Under Choose Schedule Type, select an email frequency.

  3. Set a delivery time.

  4. Add email recipients.


Mass Actions

Selecting one or more results and using the action buttons at the top lets you run mass actions across many units at once — for example, mass tagging, removing tags, reloading, or rebooting units. Use with care, as actions apply to everything selected.

Example: Reload All Units

  1. Go to the Reports app and create a Unit Report.

  2. Run the report — by default, all units will be listed.

  3. Select all units in the results.

  4. Click the Reload App button in the red action bar at the top.

  5. Confirm to send a reload command to all selected units.

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