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How to

How to

Products: WebReports
Functionalities: Reports
Product version: 2.0, 2.1, 3.0, 3.1, 3.2, 3.3

Configuring a Site

You configure a site to add or remove tags.

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When configuring energy objects (sites and meters) you can attach (or remove) tags that enable you to categorize energy data in your customized energy reports. When you have attached tags in your site or meter properties, you can create a customized report in MS Report Builder and select the tags (as fields in the Query Designer) that you want to show in your energy report.

For more information, see Reports in Report Builder .


Tags that you attach to sites and meters are only available in energy reports that you create in Report Builder, not in the factory supplied energy reports in the Energy Monitoring folder.

When you install the Enterprise Server, a limited number of predefined tags are available for you to attach to your energy objects. You can remove predefined tags from energy objects, but you cannot delete them from the system. The following tags are the current predefined tags:

  • Enclosed Area

  • Open Area

  • Common Area

  • Rented Area

  • Lighting

  • Heating

  • Cooling

  • Ventilation

  • Water Heating

You can also define an unlimited number of new tags that you can also attach to energy objects. You can remove user defined tags from energy objects and you can also delete them from the system.

All energy object tags are contained in a Tags folder within the Reports Manager in the System Tree pane:

action_zoom_plus_stroke Tags folder containing user defined tags and predefined tags

Tags folder containing user defined tags and predefined tags

In the example figure above, Tag and Tag_2 are user defined tags and all other tags are predefined tags.

All tags within the Tags folder are known as existing tags, whether predefined or user defined. All existing tags can be attached to energy objects.

When you attach a tag to an energy object, you use the energy object properties to either attach an existing tag, or you define a new tag. If you define a new tag, the tag is attached to the energy object and is also created in the Tags folder (and is now known as an existing tag). As you attach each tag, it is displayed in a list of attached tags.

New tags can be entered singly, but if you need to attach multiple new tags, an alternative, more efficient entry method exists.

To configure a site
  1. In WorkStation, in the System Tree pane, select the site.

  2. On the File menu, click Properties .

  3. Click the Basic tab.

  4. Edit the basic properties:

    Table: Basic Tab



    Attached tags

    Displays all tags attached to the energy object.

    Enter a new tag

    Type the text you want to display in a new tag.


    Click to place a new tag in the Attached tags area after you have entered text in the Enter a new tag box.


    Click to open the Add Existing Tags dialog box. For more information, see Add Existing Tags Dialog Box .

  5. Click OK .

  • Energy Monitoring Reports
  • Energy Object Tagging
  • Add Existing Tags Dialog Box