Overview
Before a Report can be viewed, it must be configured first. The scope of Report configuration includes specifying general report properties and defining a layout for a Report.
Workflow to configure and view a Report
# | Step | Description | Screenshot |
1 |
Add a New Report: |
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1.1 |
Add a New Report from scratch |
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2 |
Configure Report Properties |
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2.1 |
Specify a Customer |
a Report will fetch the data of the selected Customer |
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2.2 |
Specify Report Name |
user-defined Report Name |
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2.3 |
Add Datasources for a Report |
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2.3.1 |
Click on ‘Add Datasource’ |
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Adding a Data Source |
2.3.2 |
Specify the Data Source Type |
Specify one of the following Data Sources to pull data by a Report:
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2.3.3 |
Alarm History Data Source-specific settings |
Specify filters to pull Alarm History data by a Report:
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2.3.4 |
Audit Logs Data Source-specific settings |
Specify filters to pull Audit Logs data by a Report:
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2.3.5 |
Current Value Data Source-specific settings |
Specify Site>Equipment>Point path to pull Current Value of the specific Point(s) by a Report:
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2.3.6 |
Point History Data Source-specific settings |
Specify Site>Equipment>Point path and a Time Frame to pull Historical Value of the specific Point(s) by a Report:
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2.3.7 |
Tags Data Source-specific settings |
Specify entities to pull its Tags values by a Report:
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2.4 |
Specify Report Delivery Preferences |
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2.4.1 |
Frequency |
Specify the frequency of Report delivery:
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2.4.2 |
Time |
Specify Time to send a Report in AM/PM format |
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2.4.3 |
Timezone |
Specify the required Timezone |
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2.4.4 |
Recipients |
Specify either Turntide Account’s First Name + Last Name whose email will be used to send a Report OR custom email address. Multiple recipients can be specified. |
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2.5 |
Save a Report |
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2.5.1 |
Save Report configuration made |
Click on ‘Save’ |
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2.6 |
Define Report Layout |
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2.6.1 |
Go to Report Builder |
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2.6.2 |
Add, arrange and configure Widgets |
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2.6.3 |
(Optional) Preview Report to evaluate look&feel of the Report |
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2.6.4 |
(Optional) Debug a Report to evaluate data-related aspects, find out the root-cause of potential issues with the data |
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2.6.5 |
Save Report Layout |
Click on ‘Save’ |
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2.7 |
View a Report |
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2.7.1 |
View a Report |
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