Section 7: Reports
This section describes the steps for selecting and creating a report, including report format options.
The reports available in ORA can be used to extract data on establishments, devices and examination details. The reports are key tools for planning examinations, monitoring examination details as well as reviewing and analyzing data.
Note: Reports are not accessible to the ASP Finance user type.
Information - There is a size limit of 65,000 rows per report.
Reports which exceed the size limit will generate an error message. To avoid exceeding the limit, refine your search criteria. Refer to subsection 7.4: Report search criteria fields for more information.
7.1 Select a report
There are three different reports that are accessible to all ORA users. Review the description of each report to determine which one best suits your needs:
- Device Report: This report provides a list of establishments and their devices that match your search criteria. Select this report to:
- view all of the devices at an establishment or a specific device type;
- find out which devices or device types are in a specific geographic area;
- obtain the number of devices of a particular device type within a trade sector;
- see what devices are within a particular postal code or city;
- find all current and previous entries for a specific device (for this, you must activate the Include inactive devices checkbox in the search criteria).
- Detailed Examination Report: This report provides the most comprehensive and detailed information on completed examinations. Each device appears on a separate line, and data from all the fields in the work order as well as the standard information and comments are included in the report. Select this report to:
- review examination data entered by an organization or a recognized technician;
- generate a list of examinations performed by an inspector, a recognized technician or an organization within a specific timeframe;
- review examinations for a specific device type, geographic area or establishment;
- audit device examination details.
Note: ASP users are only able to obtain data on examinations performed by their organization.
- Examination Report: This report provides establishment information and basic examination data. Select this report to:
- view the certificates that were issued by a recognized technician or organization within a specific timeframe;
- view a particular establishment’s information;
- review a recognized technician’s work to ensure all examination results have been recorded.
Note: ASP users are only able to obtain data on examinations performed by recognized technicians within their organization.
There are two additional reports that are only accessible to Measurement Canada users:
- Overdue Device Report: This report provides a list of establishments and their overdue devices. Select this report to:
- generate a list of devices in the mandatory trade sectors which have an overdue next examination due date;
- review a list of devices in all trade sectors that are overdue for repairs;
- obtain a list of devices that are coming due for examination.
- Enforcement Action Report: This report lists the enforcement actions that occurred within the specified report period as well as the status of each file. Select this report to:
- generate a list of enforcement actions and their associated details;
- find out which enforcement actions are outstanding and need to be addressed;
- obtain information on areas of potential concern;
- identify non-compliance trends by banner, trade sector, geographic area or device type that need to be addressed.
7.2 Create a report
- Go to the Dashboard.
- Select the Create a report link.
- The Create report page will display.
- In the Report list, select the Create icon in the Action column beside the type of report you wish to create (refer to subsection 7.3 Report creation options to determine which report best suits your needs).
- In the Report search criteria section of the resulting page, specify your search criteria in the relevant fields:
- Where there is an Add button to the right of the field, you can add additional search parameters for that specific field.
- Where there is no Add button, enter text or click into the field or use the tab key to access the field and select from the drop-down list options; repeat this process to add multiple criteria in the field.
- For the Trade sector field, you can select a trade sector or individual trade subsectors.
- To remove a criterion, select the X beside it.
- Enter the dates in the Examination date and Next examination due date fields to further refine the report results if needed.
- The Create a large report box is activated by default. Uncheck the box to generate the report online. Refer to subsection 7.3 Report creation options for more information.
- In the Report format field, select a report output option from the drop-down list:
- If you select CSV comma delimited for English OS, the report will be generated in English in a text format.
- If you select CSV semicolon delimited for French OS, the report will be generated in French in a text format.
- If you select Microsoft Excel 2003+ (*.xls), the report will be generated in a Microsoft Excel spreadsheet format in the language indicated in the User preferences section of your ORA user profile.
- If you select Microsoft Excel 2007+ (*.xlsx), the report will be generated in a Microsoft Excel spreadsheet format in the language indicated in the User preferences section of your ORA user profile.
- At the bottom of the page, select the action you want to take:
- Select Create report to generate the report.
- Select Cancel to exit the page and return to the dashboard.
- Select Reset to clear all the criteria you have entered.
- Select Return to report list to return to the previous page.
7.3 Report creation options
Users have the option to request the creation of a large report that can be downloaded at a later time or a small report that can be generated immediately.
Request the creation of a large report
- This option is selected by default.
- Use this option when requesting a report expected to contain 5,000 to 65,000 rows.
- A message confirming that the report has been submitted will appear on the page.
- While this report is being generated, you can continue to work or request additional reports.
- You will receive a notification in your Message centre when the report can be downloaded; select the Download link provided in the notification to view the report.
Warning - These notifications are single-use only. Once you have downloaded the report, the notification will no longer appear in your Message centre.
Request the creation of a small report
- Uncheck the Create a large report box to generate a small report that can be downloaded immediately.
- You can use this option when requesting the creation of a report expected to contain fewer than 5,000 rows.
- You must remain on the Create a report page until the report is generated.
- If the report exceeds the size limit, an error message will appear. When this happens, use the browser’s back arrow and check the Create a large report box to try again.
7.4 Report search criteria fields - Reports accessible to all users
For reports that are accessible to all ORA users, the report search criteria fields are as follows.
| Device Report | Detailed Examination Report | Examination Report | |
|---|---|---|---|
| Report search criteria fields | |||
| Establishment ID | ✓ | ✓ | ✓ |
| Legal or operating name | ✓ | ✓ | ✓ |
| Banner | ✓ | ✓ | ✓ |
| City | ✓ | ✓ | ✓ |
| Province | ✓ | ✓ | ✓ |
| Postal code | ✓ | ✓ | ✓ |
| Employee | - | ✓* |
✓* |
| Technician | - | ✓ | ✓ |
| Organization | - | ✓* | ✓* |
| District | ✓* | ✓* | ✓* |
| Trade sector | ✓ | ✓ | ✓ |
| Device type | ✓ | ✓ | ✓ |
| Product type | ✓ | ✓ | - |
| Serial number | ✓ |
✓ |
- |
| Approval number | ✓ | ✓ | ✓ |
| Examination type | - | ✓* | - |
| Examination date (From and To fields) | ✓ | ✓ | ✓ |
| Next examination due date (From and To fields) | ✓ | ✓ | ✓ |
* denotes fields available to MC users only
You do not have to specify criteria for each field, but you will need to enter some parameters to avoid exceeding the size limit outlined at the beginning of this section. Criteria like a city, province or postal code combined with a device type and/or trade sector can be used. You can also enter one or more recognized technician or inspector IDs and a date range to see what work was performed.
The information displayed in each report differs.
| Device Report | Detailed Examination Report | Examination Report | |
|---|---|---|---|
| Report fields | |||
| Certificate number | - | ✓ | ✓ |
| Establishment ID | ✓ | ✓ | ✓ |
| Work order / reference number | - | ✓ | ✓ |
| Legal name | ✓ | ✓ | ✓ |
|
Operating name |
✓ | ✓ | ✓ |
|
Banner |
✓ | ✓ | ✓ |
|
Address |
✓ | ✓ | ✓ |
| City | ✓ | ✓ | ✓ |
| Province | ✓ | ✓ | ✓ |
| Postal code | ✓ | ✓ | ✓ |
| Telephone number | ✓ | - | ✓ |
| Contact person | - | - | ✓ |
| - | - | ✓ | |
| Region | ✓* | - | - |
| District | ✓* | ✓ | - |
| Trade subsector | ✓ | ✓ | - |
| Trade subsector description | ✓ | - | - |
| Device type | ✓ | ✓ | - |
| Device type description | ✓ | - | - |
| Device subtype | ✓ | ✓ | - |
| Device subtype description | ✓ | - | - |
| Product code | ✓ | ✓ | - |
| Product code description | ✓ | - | - |
| Capacity / Unit of measurement | ✓ | ✓ | - |
| Interval / Unit of measurement | ✓ | ✓ | - |
| Serial number | ✓ | ✓ | - |
| Approval number | ✓ | ✓ | - |
| Secondary serial number | ✓ | ✓ | - |
| Secondary approval number | ✓ | ✓ | - |
| Device status | ✓ | ✓ | - |
| Last examination date | ✓ | - | - |
| Next examination due date | ✓ | ✓ | - |
| Status of establishment | - | ✓ | ✓ |
| Inspector/Technician | - | ✓ | ✓ |
| Device notes | - | ✓ | - |
| Factory examined | - | ✓ | - |
| Examination date | - | ✓ | ✓ |
| Submitted date | - | ✓ | - |
| Number of days | - | ✓ | - |
| Component serial number | - | ✓ | - |
| Component approval number | - | ✓ | - |
| Component description | - | ✓ | - |
| Examination type | - | ✓ | - |
| Recognized technician ID | - | ✓ | - |
| Standard type used by RT | - | ✓ | - |
| Seal status | - | ✓ | - |
| As Found | - | ✓ | - |
| Result | - | ✓ | - |
| Standard type | - | ✓ | - |
| Standard ID | - | ✓ | - |
| Temperature standard ID | - | ✓ | - |
| Equipment used | - | ✓ | - |
| Device comment | - | ✓ | - |
| Overall comments | - | ✓ | - |
| Project number | - | ✓ | - |
* denotes fields available to MC users only
7.5 Report search criteria fields - Reports accessible only to MC personnel
For reports that are accessible only to Measurement Canada personnel, the report search criteria fields and the report fields are as follows.
| Overdue Device Report | Enforcement Action Report | |
|---|---|---|
| Report search criteria fields | ||
| Establishment ID | ✓ | ✓ |
| Legal or operating name | ✓ | ✓ |
| Banner | ✓ | ✓ |
| City | ✓ | ✓ |
| Province | ✓ | ✓ |
| Postal code | ✓ | ✓ |
| District | ✓ | ✓ |
| Trade sector | ✓ | - |
| Device type | ✓ | - |
| Product type | ✓ | - |
| Approval number | ✓ | - |
| Employee | - | ✓ |
| Enforcement action(s) taken | - | ✓ |
| Enforcement action number | - | ✓ |
| Status of enforcement action | - | ✓ |
| Last examined by | ✓ | - |
| Examination date (From and To fields) | ✓ | - |
| Next examination due date (From and To fields) | ✓ | - |
| Date action was taken (From and To fields) | - | ✓ |
You do not have to specify criteria for each field, but you will need to enter some parameters to avoid exceeding the size limit outlined at the beginning of this section. Criteria like a city, province or postal code combined with a device type and/or trade sector can be used.
The information displayed in each report differs.
| Overdue Device Report | Enforcement Action Report | |||
|---|---|---|---|---|
| By device | By establishment | Summary | ||
| Report fields | ||||
| Region | ✓ | - | - | ✓ |
| District | ✓ | - | - | ✓ |
| Trade sub-sector | ✓ | - | - | - |
| Device type | ✓ | ✓ | ✓ | - |
| Device subtype | ✓ | ✓ | ✓ | - |
| Capacity / Unit of measurement | ✓ | ✓ | - | - |
| Serial number | ✓ | ✓ | - | - |
| Approval number | ✓ | ✓ | - | - |
| Establishment ID | ✓ | ✓ | - | ✓ |
| Legal name | ✓ | ✓ | - | ✓ |
| Operating name | ✓ | ✓ | - | - |
| Banner | ✓ | - | - | ✓ |
| Address | ✓ | ✓ | - | ✓ |
| City | ✓ | - | - | ✓ |
| Province | ✓ | - | - | ✓ |
| Postal code | ✓ | - | - | ✓ |
| Last examination date | ✓ | ✓ | - | - |
| Next examination due date | ✓ | ✓ | - | - |
| Days overdue | ✓ | ✓ | ✓ | - |
| NEDD or repair overdue | ✓ | ✓ | - | - |
| Total | ✓ | ✓ | ✓ | - |
| Enforcement action no. | - | - | - | ✓ |
| Escalated | - | - | - | ✓ |
| Escalation no. | - | - | - | ✓ |
| Date action was taken | - | - | - | ✓ |
| Enforcement action relating to | - | - | - | ✓ |
| Enforcement action type | - | - | - | ✓ |
| Provision(s) contravened | - | - | - | ✓ |
| Device type and serial number(s) | - | - | - | ✓ |
| Number of devices | - | - | - | ✓ |
| Status of enforcement action | - | - | - | ✓ |
| Issued to | - | - | - | ✓ |
| Details | - | - | - | ✓ |
| Follow-up due date | - | - | - | ✓ |
| Created by | - | - | - | ✓ |
| Date created | - | - | - | ✓ |