Understanding Reports
The Reports feature in Zoho IoT enables you to monitor the behavior of the connected devices and assets in the IoT network and gain insights based on the data collected from them. These reports can be created in your preferred format using a variety of chart and table options.
Zoho IoT offers the following four different types of reports: Instance Comparison Report, Aggregated Chart Report, Summary Table Report, and Matrix Table Report.
The types of reports and their descriptions are provided below.
Instance Comparison Report
The Instance Comparison Report allows you to analyze datapoint values from different instances over a specified time period.
This report is constructed by selecting one or more instances, and the datapoints for each instance for generating a detailed trend report over a selected time period, such as Last Hour, This Month, or This Year.
The Instance Comparison Report is used in various scenarios to analyze and visualize data for better insights into the performance of managed entities in the setup.
Summary
- The report created to compare datapoint values from different instances of a model.
- The report can be created for various metrics across different time periods.
- The report can be created based on raw or aggregated data.
- The report is available in chart and table format.
Use case
An administrator of a BMS wants to generate a weekly comparison report of temperature readings for CSS Room 4 and CSS Room 5. The report must display the hourly average temperature for each day of the week, allowing the administrator to analyze patterns, compare room conditions, and identify any irregular variations.
- Instances to be compared: CSS Room 4, CSS Room 5
- Metric selected: Temperature
- Time range: This week (Monday–Sunday)
- What the report should display:
- Daily average temperature by hour for each classroom
Image: Sample Instance Comparison Report
Sample Report :In the above sample report, the current day's average temperature in two different rooms is grouped and displayed every hour in a line chart.
Aggregated Chart Report
The Aggregated Chart Report helps you view the summary of values of all managed entities associated to the selected model.
This report is constructed by selecting a model, and all instances associated with the selected model, for a given time period, such as hourly, monthly, or yearly.
Aggregated Chart Reports is used in scenarios such as IIoT are crucial for maximizing the value of data collected from various managed entities. The aggregation of values enables organizations to gain deeper insights and improve operational efficiency of the entities.
Summary
- The report created to view aggregate of datapoint values of all instances of a model.
- The report can be created for various metrics across different time period.
- The report can be created based on raw or aggregated data.
- The report is available in chart and table format.
Use cases
1. Module Property use case
An administrator of a manufacturing unit wants to analyze the energy consumption of all energy meters in the facility for the current day. The report should display a column chart comparing the energy consumed (kWh) by each meter clearly displaying which units recorded the highest or lowest usage. It must also provide the total energy consumed across all meters for the day.
- Instances included: All Energy meters in a complex
- Metric selected: Energy Consumed (kWh)
- Time range: Today
- Chart type: Column Chart
- What the report shows:
- A visual comparison of consumption levels across individual meters.
- Helps identify which meter recorded the highest or lowest usage.
- Total (SUM) energy consumed by every energy meter for the day.
Image: Sample Aggregated Chart Report
Sample Report : In the above sample report, the energy consumed by different energy meters for the day is displayed in column chart format.
2. Timeseries use case
A supervisor of energy management in a complex wants to view a monthly column-chart comparison of the Energy Consumed (kWh) metric across all energy meters in the facility. The report must provide a day-wise visualization of consumption levels, making it easy to compare how usage varies across the month.
- Instances included: All Energy meters in a complex
- Metric selected: Energy Consumed (kWh)
- Time range: Month
- Chart type: Column Chart
- What the report shows:
- A visual comparison of consumption levels across all meters in a day (timeseries.
- Helps identify which day recorded the highest or lowest usage of all the meters.
Summary Table Report
The Summary Table report lets you view a tabular format of metrics in models and modules instances.
This report is constructed by selecting the models and modules, and the desired metrics for a selected timeline, such as hourly, monthly, or yearly.
Summary Table reports are recommended when structured and systematic data presentation is desired. This format makes it easier to analyze and interpret even complicated data. The key features are provided below.
Summary
- The report created to view a summary of metrics from selected models and modules.
- The report can be created based on time series and module property.
- The report can be created based on raw (timeseries) or aggregated data.
- The report is available in table format.
Use cases
1. Module Property use case
A supervisor overseeing indoor environmental quality wants to review an hourly summary table that shows the average temperature, average humidity, average CO₂ level, and average TVOC for all CSS rooms. The report presents the previous hour’s averaged metrics for each room in a single comparative table.
Hourly Averages of Environmental Parameters Across Rooms
- Rooms included: CSS Rooms
- Metrics selected: Average Temperature, Average Humidity, Average CO₂ Level, Average TVOC
- Time range: Last hour (of the selected day)
- Report type: Summary Table
- What the report shows:
- Previous hour average values for all four metrics across each room.
- A side-by-side comparison that helps identify trends or anomalies within the parent location.
Image: Sample Summary Table Report
Sample Report : In the above sample report, the average temperature, average humidity, average CO2 level, and average TVOC in different rooms within a parent location is displayed for every hour in tabular format.
2. Time Series Use case
A facility operations supervisor wants to review a monthly summary table that displays the daily average temperature, humidity, CO₂ level, and TVOC recorded across all AHUs. The report lists each day’s averaged metrics for all four parameters along with the overall monthly average for comparison.
Hourly Averages of Environmental Parameters of all AHUs On Various Days of a month
- Models included: AHU
- Metrics selected: Average Temperature, Average Humidity, Average CO₂ Level, Average TVOC
- Time range: Daily In a month
- Report type: Summary Table
- What the report shows:
- Daily values for all four metrics in a day.
- Average monthly metric value.
Matrix Table Report
The Matrix Table Reports let you view a tabular and matrix format of datapoint values from across different managed entities in the same report.
This report is constructed by selecting the managed entities to display the selected datapoint values across managed entities for a selected timeline, such as hourly, monthly, or yearly.
Matrix Table Reports are recommended when datapoint values of multiple managed entities against multiple metrics need to be displayed. This format makes it easier to analyze and interpret even complicated data. Matrix reports offer several advantages, particularly in presentation and data analysis.
Summary
- The report created to view a tabular and matrix format of datapoint values from across different managed entities
- The report can be created based on time series and module property.
- The report can be created based on raw or aggregated data.
- The report is available in matrix table format.
Use case
A fleet operations manager wants to review the monthly performance of all trucks in the fleet by tracking their average battery levels and fuel consumption for the selected custom period. The system generates a summary table that lists month-wise aggregated battery percentages and fuel consumption values for every truck, offering a matrix-style overview. This helps the manager identify efficiency patterns, detect abnormalities, and make informed decisions on maintenance and fuel management.
Monthly Average Battery Level and Fuel Consumption for Trucks (Current Year)
Monthly Average Battery Level and Fuel Consumption for Trucks (Current Year)
- Metrics selected: Average Battery Level, Average Fuel Consumption
- Device group: Trucks
- Time range: Custom Period (two months)
- Report type: Summary Table
- What the report displays:
- Month-wise total battery percentage of all trucks in the fleet is listed
- Month-wise total fuel consumption aggregated in all trucks is listed
- A monthly average aggregate of the battery level and fuel consumption in matrix table layout for tracking performance, efficiency, and usage trends.
Image: Sample Matrix Table Report
Sample Report: In the above sample report, the average battery levels, and fuel consumption for every month in tabular format for the custom period is displayed.
Grouping Types in Reports
Time Property Grouping
In Time grouping, data is retrieved from the database and organized based on time during the report generation process.
Instance Property Grouping
In Instance Property grouping, data is retrieved from the database and organized based on any managed entity property or Located At property value during the report generation process.
Time and Instance Property Grouping
In the Time and Instance Property grouping, data is organized based on both a managed entity property and time for the selected module.
Multiple matrix/table formats can be used in the case of time and instance property grouping. As different values are mapped for a managed entity, the matrix format is considered.
Time and Instance Table Report
The time and instance matrix table report is constructed with managed entity data for selected time and selected managed entity name in the left of the table.
Time vs Instance Matrix Report
The time vs instance matrix table report is constructed with managed entity data for selected time displayed on the left against the selected managed entity name at the top of the table.
Instance vs Time Matrix Report
The instance vs time matrix table report is constructed with the selected managed entity name on the left and the time displayed at the top of the table.
Report Options
Grouping Reports
The group option in reports allows you to organize and store reports for easy identification later. This feature is especially helpful when dealing with many reports in the application. If a group doesn't already exist, you can create one while generating a report.
Below are some examples of grouping.
- All reports that display the energy consumption and performance of energy devices can be grouped under Energy Reports.
- All reports pertaining to devices and assets in a particular location can be grouped under the location name. e.g. Data Center Reports.
- All reports pertaining to specific types of devices. For example, all air quality related reports can be grouped under IAQ Reports.
Setting as Favorite
All reports can be invoked from the expandable tree nodes in the left pane of the application. However, critical or commonly accessed reports can be marked as Favorite to stand out from the other normal reports.
Default Landing Report
The default landing report can be configured by selecting the anchor symbol against the report name.
Scheduling Reports
Scheduled Reports are configured to send out certain reports to selected recipients via email at specific dates and times on a recurring basis. This ensures that supervisors and decision makers in IoT setups receive the latest data and insights regularly without manual intervention. Refer to the Working with Scheduled Reports document for step-by-step procedure.
Availability
All Report operations require necessary permissions. Refer to Users and Profiles document for more details.
Check Feature Availability and Limits
Check Feature Availability and Limits
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