Report generation
The Report Generator lets you select, order, and configure the information included in an assessment report. Its content automatically adapts to the active operating mode: Single posture, Multiple postures, or Lifting.
In Single posture mode, the report contains the data for the posture displayed by the model, its defined conditions, and the results obtained from the selected analyses.
In Multiple postures mode, you can generate a report for only the current posture or an entire-sequence report. Each scope uses the appropriate sections and results.
In Lifting mode, the report can contain the general configuration, task data and images, and individual and overall NIOSH results.
Access
To open the generator, select REPORT in the results control group.
If a posture sequence is playing, Ergoniza Intelligent automatically stops playback before opening the dialog. This ensures that the displayed posture and report scope can be selected unambiguously.
| No. | Control | Function |
|---|---|---|
| 1 | Sections | Displays the sections available for the selected report type. |
| 2 | Include or exclude a section | Determines whether the corresponding section is included in the report. |
| 3 | Section options | Opens the specific options for the selected section. |
| 4 | Section order | Lets you drag a section to its intended position in the report. |
| 5 | Options panel | Displays the options available for the selected section. |
| 6 | Restore order | Restores the default section order for the current report type. |
| 7 | Configure report | Opens settings for the general appearance, cover, logo, and header. |
| 8 | Print preview | Opens the browser’s print function with the current preview. |
| 9 | Preview area | Displays the content and formatting that the report will have under the current selection. |
| 10 | Preview | Generates the preview or updates it after its data or options change. |
| 11 | Generate report | Generates the report and opens the window from which it can be obtained in PDF or Word format. |
Select sections
List 1 adapts to the assessment type and displays only the sections that can be included in the current report. Use checkbox 2 to include or exclude each section.
Some sections have the options button identified by number 3. Selecting it opens the Options panel, identified by number 5, where you can specify which results, images, charts, or data from that section will be included. If the main section is excluded, its options cease to apply and the panel closes.
Common sections, such as Introduction and conclusion text, model settings, anthropometry, and results analysis, can appear in different report types. Other sections depend on the active mode and selected scope.
Section order
The order of the list determines the order in which sections appear in the document. To change it, drag control 4 to the desired position.
Restore order, identified by number 6, does not enable manual ordering. It restores the default order for the current report type.
General procedure
To prepare a report:
- Select the operating mode and prepare the posture, sequence, or lifting tasks to document.
- Select REPORT to open the generator.
- In Multiple postures mode, choose whether the report applies to the current posture or the entire sequence.
- Enable the sections to include and disable the others.
- Review the specific options for sections that provide them.
- If necessary, order the sections by dragging their controls.
- Configure the report’s general appearance with button 7. See Report configuration for information about themes, the cover, logo, and header fields.
- Select Preview, identified by number 10.
- Review the result in area 9.
- Print the preview or generate the report with buttons 8 and 11.
Update the preview
The preview represents the data, sections, order, and options current at the time it is generated. If any of these elements subsequently changes, the application indicates that the preview must be updated and temporarily disables printing and document generation.
In this situation, button 10 is labeled Update preview. Select it and review the result before printing or generating the report.
Closing the Report Generator removes the displayed preview but does not change the assessment data.
Print and generate the report
Print preview, identified by number 8, uses the browser’s print function and is available only when the preview is valid and up to date.
Generate report, identified by number 11, creates the document from that preview. A window then opens where you can view the PDF and choose to download the report in PDF or Word format.
Creating report files for the current assessment requires an active primary PRO+ user session.