Creating Reports  

1. Access the End Application.

2. Select the Reports option from the main menu on the left. The already created reports are displayed on the right side of the screen.

3. Click Add Report.

4. Select the Type of the report, then click Proceed.

Availability

All Report operations require necessary permissions. Refer to Users and Profiles document for more details.

Check Feature Availability and Limits

Creating Instance Comparison Reports 

1. After selecting the report type and clicking proceed, Click Add Managed Entity under Select Managed Entity.

2. Select a module from the Select Module drop down list on the left pane to view instances of that module. You can also use the Location Filter to select modules from a particular location.

3. Select the Managed Entity (ME) instances from the right. The report instances can be from different module lists. i.e. you can first choose the All Assets module in the  Module drop down and select two ME instances on the right, and again choose the All Devices module in the Module drop down and select two instances on the right.

Note: You can choose up to a maximum of 4 instances for comparison. The report instances can be from different module lists.

4, Click Apply.

The selected managed entities are displayed on top of the page. More MEs can be added from here, and the existing MEs can be edited if required using the Edit/Modify Managed Entity button.

1. You can choose datapoints for the selected managed entities in the left under the Choose Datapoints option.

Note: You can choose up to a maximum of 6 datapoints across different selected instances.

1. Choose different Time Grouping as required on the right.

1. Choose the chart or graph format in which you want to view the data (if required).

1. You can choose to display aggregate of the data or the incoming raw data.

2. For Aggregate, you need to further choose the arithmetic expression i.e. AVG, SUM, MIN, MAX, LASTVALUE, and FIRSTVALUE for the datapoint in the Choose Datapoints section.

After choosing the options for the reports, you can save the report to view it in the same format every time the report is accessed.

Creating Aggregated Chart Reports 

1. After selecting the report type and clicking proceed, Click Add Modules to select the module.

2. Select the Time Series Grouping or Instance Property Grouping option.

Time Series Grouping

a. Select modules for which you want to create the report.
Note: A maximum of 4 modules can be selected for the aggregate report.

Note: You can use the "Add Filter" option to filter the module's data based on specific instances or criteria, allowing you to refine the data for your reports.

Even after creating the report, you can edit the report option using Edit/Modify  Module button on the top right corner of the screen.

b. Select the Timeline for the data

Instance Property Grouping

a. Select the primary module on which the report needs to be created. If required, you can also select a related module of the primary module.

b. Select the instance property by which you want to group the report data.

Note: You can filter the records using the property of the selected module or by the property of any related module. And provide further filter conditions using the criteria builder.  

3. Click Save to store the entered details. The report is displayed for the selected criteria.

1. You can choose Metrics for the selected managed entities in the left under the Choose Metrics option.

Note: You can choose up to a maximum of 6 metrics. 

1. Choose different Data Grouping as required.

1. Choose the chart or graph format in which you want to view the data. 

After choosing the options for the reports, you can save the report to view it in the same format every time the report is accessed.

 

Provide the Name, Description, Group, and Permission and save the report.

Image: Sample Aggregated Report - Timeseries Grouping

Sample Report : In the above sample report, the sum of water consumption in liters is displayed for every day in column chart format.

Creating Summary Table Reports  

1.After selecting the report type and clicking proceed, Click Add Modules to select the Module.

2, Select the Time Series Grouping or Module Property Grouping or Time & Instance Property Grouping option.

Time Series Grouping

a. Select modules for which you want to create the report.

Note: A maximum of 4 modules can be selected for the aggregate report.

Note: You can use the "Add Filter" option to filter the module's data based on specific instances or criteria, allowing you to refine the data for your reports.

Even after creating the report, you can edit the report option using Edit/Modify  Module button on the top right corner of the screen.

b. Select the Timeline for the data

Instance Property Grouping

a. Select the primary module on which the report needs to be created. If required, you can also select a related module of the primary module.

b. Select the instance property by which you want to group the report data.

Note: You can use the "Add Filter" option to filter the module's data based on specific instances or criteria, allowing you to refine the data for your reports.

 

Time & Instance Property Grouping 

a. Select the module on which the report is to be created.

b. Select the timeline.

c. Select the table type: Time & Instance Table Report, Time vs Instance Matrix Report, or Instance vs Time Matrix Report

d. Click Save.

1. You can choose datapoints or fields to be displayed in the tabular report for the selected module in the left under the Choose Columns option.

Note: You can choose up to a maximum of 10 columns

1. Choose different Data & Time Grouping as required.

1. Column List
   
   Rearrange the columns in the table using the option.
   
   

1. Refresh
   
   Refresh the table to display current data.
   
   
2. View Color Rule
   
   Set color coding for the table cells based on metric values.
   
   

Creating Matrix Table Reports 

1. After selecting the report type and clicking proceed, Click Add Modules to select the Module.

2. Select the Time Series Grouping or Module Property Grouping or Time & Instance Property Grouping option.

 

Time Series Grouping

a. Select the checkbox against "Show Raw Data as received for a particular instance." if you want to display the raw data as such without any manipulation.

b. Select a module for which you want the aggregated data.

Note: A maximum of 4 modules can be selected for the aggregate report.

Note: You can use the "Add Filter" option to filter the module's data based on specific instances or criteria, allowing you to refine the data for your reports.

c. Click Save. 
 

Instance Property Grouping

a. Select the primary module on which the report needs to be created. If required, you can also select a related module of the primary module.

b. Select the instance property by which you want to group the report data.

Note: You can use the "Add Filter" option to filter the module's data based on specific instances or criteria, allowing you to refine the data for your reports.

Time & Instance Property Grouping

 

a. Select the module on which the report is to be created.

b. Select the timeline.

c. Select the table type: Time & Instance Table Report, Time vs Instance Matrix Report, or Instance vs Time Matrix Report

d. Click Save.

 

Click the Edit button next to Data Grouping. Group by the selected field, such as a location.

Select the instance property and timeline by which you want to group the report data.

 

Note: Using the Filter option, you can filter the records using the property of the selected module or by the property of any related module. And provide further filter conditions using the Criteria Builder.  

2. Choose Columns

1. You can choose datapoints or fields to be displayed in the tabular report for the selected module in the left under the Choose Columns option.

Note: You can choose upto a maximum of 10 columns

 

3. Adjust Data Grouping & Time Grouping and Save

1. Choose different Data & Time Grouping as required.

 

4. Choose Data Visualization Option

 

1. Column List
   

Rearrange the columns in the table using the option.

1. Table Views
   

Select the relevant table view option.

1. Time & Instance Table Report - Time as column and Instance as column.

2. Time vs Instance - Time as column and instance as row.

3. Instance vs Time - Instance as column and Time as row.

1. Refresh
   

Refresh the table to display current data.

1. View Color Rule
   

Set color coding for the table cells based on metric values. 

1. Click Save to save the report to view it in the same format everytime the report is accessed.
   
2. Provide the Name, Description, Group, and Profiles and save the report.
   

 Editing Reports  

 Note: You will be able to edit the reports that you created by default, but you need appropriate permission to edit reports created by a different user. 

1. Select the Reports option from the main menu on the left in the End Application. The already created reports are displayed on the left side of the screen.

2. Click on Actions > Edit Report from the drop down list on the right. The report's Edit page is displayed.

3. Click on Add/Edit Managed Entity to select different module instances for the report, and click Apply to traverse back to the Reports Edit page.

4. Choose datapoints for the modified entities in the left.

5. All other options can be modified at the Reports Edit page.

6. Click Save to save the changes.

 

 Viewing Reports  

 Note: Reports view is permissions based, and the left tree structure displays only the reports that you have access to.  

1. Click on any report name on the left. The default report is displayed.

2. Select and modify Time Grouping or Data Visualization options to view the same report with different criteria. These options are for viewing purpose only and are not saved. On subsequent viewing, the same report will be displayed in the default format

3. Select the Aggregate option icon to modify the aggregate type, and click Apply to view the report with a different aggregation. 

In the case of graphical reports, click on the graph options to view specific types of graphs. 

Note: In chart reports, the data is displayed in table format below the graph as an additional view option.

Image: Reports view

 

Image: Tabular view of the report is displayed below the report.

Exporting Reports 

1. Access the End Application and select the report you want to export.

2. Select Actions > Export Report from the navigation menu in the left pane.  

3. Select the format from Export as PDF or Export as XLSX file.

 

4. Provide a password and secure the exported report if required.

5. Click Export. The status of the export process is displayed at the right bottom corner of the screen.

 

 

 

6. Click download to download and save the file.

Note:  The pdf/xlsx file will be available for download in the application and the intimation mail for 5 hours after exporting the report.