Additional Features\Reporting

Reporting

 

Reporting is a requirement for every FOG program and report data and formatting needs vary with every program.  LinkoFOG approaches these needs in two ways. 

 

First:  we provide over 70 system reports. Access system reports at any screen with a Status Bar by clicking on the Reports Button.

 

Second: We do not expect that our system reports will meet each FOG Program’s exact reporting needs so we created the Flexible Reporter.  The Flexible Reporter allows the user to edit existing system reports, to add or remove data, and customize the format for each report.  These reports can then be saved and used throughout the system. 

 

Note:  Reports from the Compliance Assistant are not modifiable with the Flexible Reporter.

 

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Access the Reports screen by selecting the “Reports” button on the status bar at the bottom of a screen.

 

Tabs

Description

System Reports and Letters

Displays all of the System Reports and Letters that can be applied from the previous screen. This form is displayed each time the Report button is clicked on.  The only difference will be what reports and letters are displayed.

User Reports and Letters

Displays all of the User Reports and Letters that can be applied from the previous screen.

Mail Merge Letters

Displays all Mail Merge letters available for the previous screen.  Mail merge letters use MS Word to ‘merge’ data from the database into a MS Word template that you can create.  This allows you to use one letter that can be addressed to several Facilities.

Items

Description

Choose a Report to View

List of Reports available to view.  Double-click a report name to preview it

Contact Priority

Choose contacts by priority that you would like to send letters.  Contact Priority comes from the Contact Priority on the Contacts screen in the Facility Management. 

Only Facilities that have contacts with the priority you choose will have a report or letter generated for them.  If you choose to generate a mail merge letter for a group of Facilities and have it sent to just those contacts with a priority of 2, facilities that do not have a contact with a priority of 2 will not be sent the letter.

Contact Type

Choose contacts by Contact Type that you would like to send letters.  Contact Type comes from the Contact Type field on the contacts screen.

Only Facilities that have contacts with the type you choose will have a report or letter generated for them.  If you choose to generate a mail merge letter for a group of Facilities and have it sent to just those contacts with a type of Mailing, facilities that do not have a contact with that type of Mailing will not be sent the letter.

Preview Report

Opens the report or letter for viewing.  Mail Merge letters are opened in MS Word.

Export / View Data

Opens a datasheet view of the information displayed in the report or letter chosen.  This information can then be easily exported to Excel.

 

 

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Facilities / Facilities List View

 

Dental Amalgam Compliance

EPA’s one-time compliance mail merge report for dental dischargers

 

 

 

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Sample Management

Sample Event Details

The details of each event for the selected Industry

Samples by Quarter

Detailed list of each event in each quarter for the selected Industry

Samples Signed Off Late

Summary of late sign-offs

Samples Signed Off Late Crosstab

Statistical analysis of late sign-offs

Samples Signed Off Late Summary

Monthly count of late sign-offs

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Result Management

Results by Industry and Sample

Sample details for each parameter in the selected Sample

Results by Parameter

Parameter result details for the selected Sample

 

 

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Violation Management

Count of Facilities w/Violations by Class, Type

Provides a count of unique facilities with violations by month, quarter and year

Violation Summary

Provides a detailed list of violations during each period

Violation Summary by Classification, Facility, Type

Provides a list of facilities with violations for each period

Violation Summary with Enforcements

Provides a detailed list of violations and associated enforcements.

 

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Violation Details

Violation Summary

Provides a detailed explanation of the selected violation

Violation Summary with Enforcements

Provides a detailed explanation of the selected violation and associated enforcements.

Violations with Related Items

Detailed description the violation and each related event

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Summary by Class, Facility, Type

Provides a sorted list of enforcements

Summary by Class, Type

Provides an anonymous count of enforcements by month

Enforcements with Related Items

Provides a detailed explanation of each enforcement

NOV with 1 Violation

Letter template

NOV with Multiple Violations

Letter template

Violations and Enforcements

Provides a detailed list of violations and associated enforcement.

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Event Summary by Complete Date, Performed By

Chart of the number of events each inspector completed each year and month

Events by Complete Date

List of the events completed each month

Events by Due Date

List of events ordered by due date by month with totals for month

Events by Due Date w / Addr. And Phone

List of events due with the Facility name and phone by month

Events by Facility

Detailed list of events for each facility

Events by Facility (List)

List of events for each facility

Generic Event Details

List of generic events

Inspection Event Details

List of inspection events

Permit Event Details

List of Permit Events

 Pump Out Details

List of Pump Outs

 

Pump Out Management

Pump Out Details

List of Pump Outs and details of events

Pump Outs by Complete Date

List of the Pump Out events completed each month

Pump Outs by Due Date w / Addr. And Phone

List of Pump Out events ordered by due date by month with totals for month with the Facility name and phone

Pump Outs by Map Category, Date, and Waste Type

List of Pump Out events ordered by due date by month with totals for month ordered by Map Category, Date and Waste Types with total gallons pumped and number of Pump Outs

 

 

 

 

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Event Violations

Listing of the events that are in non-compliance

Facilities in SNC

List of the Facilities that have one or more events in non-compliance.

Event Table Report

Event violations in table format.

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Groups and Queries

Contact Labels

Print on adhesive labels, addressed to contact

Contact Letter

Blank letter with industry contact

Industries by SIC (List-Summary)

Ordered list of Facilities by SIC number.

Industry (Contacts and Mon Point Limits)

Detailed industry report with monitoring points

Industry (Contacts, Recent Mon Point Lims)

Detailed industry report with current monitoring points

Industry (List – Summary)

List of industry contacts with compliance status

Industry (List)

Detailed list of industry contacts with user categories

Industry Contacts

Rolodex inserts

Industry List with Mon Points

List of monitoring points by industry

Industry Summary (Notes & Codes)

Detailed industry report

Site Address Labels

Print on adhesive labels, industry name only

Site Sampling Plan

List of pollutants associated with monitoring points

 

 

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Dental Amalgam Compliance Report

 

You can use your Linko software to track your dental amalgam program.  We have added the EPA’s Sample One-Time Compliance Report for Dental Dischargers as a mail merge letter into LinkoCTS, LinkoFOG and LinkoAg to use in meeting your Dental Amalgam regulatory requirements. You can easily generate this report out of the Linko software for mailing to your dentists.

 

 

 

 

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Access the Flexible Reporter screen from the Menu Bar at the top of the screen by selecting File à LinkoFOG Administration à Flexible Reporter.  This is where you ‘create’ reports.  You do not print reports from here.  That should only be done from the Reports screen previously discussed.

 

 

FlexibleReporter

                        

The Flexible Reporter button on the Linko Menu Bar (Reports à Create Reports and Letters) is used to modify existing system reports to create new user reports.  The Flexible Reporter offers our users the ability to take our current system reports and customize them.  To use the report writer, the user is expected to have an intermediate understanding of creating reports with Access. 

 

When User Reports are created, those reports are automatically distributed to other users of the software.

 

Report Category

Choose the area of the software where the report you would like to create exists.

 

System Reports / User Reports

Choose a report to modify and use.  Click on New or Preview button if you select a System Report. Click on New, Preview, Edit or Delete if you select a User Report. 

 

New

Select an existing report, and Choose NEW to open the report in the MS Access Design mode where it can immediately be modified and then saved as a New User report.  Use standard MS Access report design protocols to modify the report.  Now click on the close or the Save button. You will be prompted to save the changes you have made. Click on the YES button.

 

Edit

Used to modify existing user reports.   Note:  You cannot alter or delete a system report. You create a NEW report from a system report and then save it as a USER report. Then you can come back at any time and EDIT the User report you made.

 

Save

When returning to the report editor screen after modifying a report, click on the Save button across from the User Reports Section. Now enter the desired description for the Name of the report.  Your report is now saved as a user report.

 

Preview

Will open the report in the view mode.  The view mode cannot be modified; however you can see what the finished product looks like.

 

Cancel

Exits and discards the report without saving.

Delete

Will remove the chosen User Report from our system.

 

 

 


 

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Using the power of MS Word, you can create your own Templates and then reuse those templates for creating and sending letters to your Facilities.  LinkoFOG will “merge” the data from the database into the Templates that you create.  This allows you to create one Mail Merge Letter template and use it with all of your Facilities and each time the appropriate Facility’s name, address and other information will be displayed in the letter.

mailmerge

 

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Mail Merge Category

Choose the area of the software where the letter you would like to create will exist.

Mail Merge Letters

Choose a system report to modify and use.  Click on the either the New or Preview button. 

 

The user can select Mail Merge letters that are not based on contacts. These letters are identified “(No Contacts)” and are based on the Facility alone.  This means that you don’t have to worry about a Facility not getting a letter because they did not have a contact with a priority of 2 for example.

 

New

Enter a name for your letter and click OK.  Keep names short and descriptive.  Avoid using: , : ; ‘ “ ? / @ # $ % & *.  The name you enter will be added to the Mail Merge Letters list.  Next choose that letter and click on the Edit button.  

 

Edit

Opens existing Mail Merge document in MS Word to be edited.   

 

Preview

Will open the Mail Merge Letter in MS Word and will ‘merge’ fake data into the letter so you can have an idea of what the letter might look like later when you go to use it.

 

Delete

Will remove the chosen user created Mail Merge letter from our system.  You cannot remove system Mail Merge letters.

 

 

 

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