Before you start
Open Apex Operations Center. Apex users see reports for their own tree.
Steps
-
Open History & reports.
Choose Activity & Reviews → History & reports.
-
Choose a period.
Select 7, 30 or 90 days.
-
Read the summary.
Review opened, resolved and open concerns and the average time to resolve for each category.
-
Find recurring problems.
Check the accounts with the most concerns and open them for details.
-
Export.
Export the report as CSV.
-
Check Root actions.
Action history lists Root actions and their outcomes.
What you should see
You can show how quickly concerns were resolved and which accounts need follow-up.
If something goes wrong
Resolved incidents are kept for 30 days by default; Root can change this from 7 to 90 days in Root Settings → Monitoring.
Related guides
Follow the steps visually
Choose a step to review its instructions and reference screen. Terminal output is an example.
Open History & reports
Choose Activity & Reviews → History & reports.
Example only. Nothing runs on a server from this guide. Replace placeholders before using a command yourself.
Loading this step’s screenshot…
Sample-data capture of the plugin interface. Where shown, the orange outline marks the relevant control. Select the image to enlarge it.
Try the working Apex Operations practice panel
This runs the plugin’s interface code with sample data in your browser. You can try buttons and forms here. Results are simulated and reset when you reload the panel.