Overview

Saved Report templates allows for a report to be saved and run with set properties, filters and options, all with a click of a button. 

Each user can create their personal report templates using the ribbon bar buttons in the Add or Modify Reports section under My Reports.  A user with the appropriate permissions can also create report templates and assign them to user groups allowing users to inherit templates.  Group reports can be created using the ribbon bar buttons in the Group Configuration section.

Add or Modify Report Templates

To add or modify a Report template select the Add or Modify Reports menu item under My Reports or Group Reports.  Specify the Title, an optional Description, and select the Report Type and press the Configure button to specify the details for the selected report type. The title specified will be the title displayed on the report.

When using the Export for Custom Variables report you must select a which Custom Variables you would like to generate the report for.  It is not possible to generate the report until a Custom Variable is selected. 

All of the options can be specified such as the equipment, the time frame, and the display options.  The options will vary based on the report type and the details of each report type are explained in the associated help files.

For the Time Frame any of the Quick Select options can be used or the custom Day and Time options.  Either the Quick Select or the Custom selectors can be used by themselves or in conjunction with the shift filters.

Most reports have additional options to allows for the further customization of the data to display.  They are typically listed below the time frame drop down.  These range from Equipment Statuses to Custom Variables.  If a per period report has been selected, at least three days worth of data needs to be chosen to generate the report. 

Equipment for the reports can be dynamically added.  When a new machine is added to DataXchange it can automatically be included in the saved report.

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