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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
12/16/2021

Creating a Consumption Dashboard Report

You create a Consumption dashboard report when you want to define fixed filtering criteria, and then run the report in the future with the same filtering criteria applied.

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A dashboard report is a report that processes fixed or predefined filtering criteria to generate report output.

Unlike prompted reports, dashboard reports process the report output based on the predefined filtering criteria and generate the report output when you select the report. You do not need to enter filtering criteria or click the Run button to generate the report.

In the Reports Tree, dashboard reports are identified by a red dot next to the report name. The icon does not appear next to dashboard reports in the System Tree pane in WorkStation.

 
action_zoom_plus_stroke Dashboard reports in the Reports Tree
Figure: Dashboard reports in the Reports Tree

Predefined Filtering Criteria

You can create dashboard reports in both WorkStation and your Web browser using the WebReports dashboard option. You select the option when you want to create a report that uses the same filtering criteria each time you run the report. For example, suppose you want an alarm report to process with a fixed date range, such as week to date. When you create the report, you can enter the fixed date range and then save the report as a dashboard report. The next time you run the report, the report processes using the fixed date range as the filtering criteria. You do not need to reenter the date range to filter your report output.

To generate and view a dashboard report in WorkStation, you select the report in the Reports folder in the System Tree pane.

 
action_zoom_plus_stroke Dashboard report in Workstation
Figure: Dashboard report in Workstation

After you select the report, the report output displays in the Work area. You do not need to enter any filtering criteria, or click the Run report button to generate the ouput.

To generate and view a dashboard report in your Web browser, you log on to the WebReports Web site, and then select a report in the Reports Tree.

 
action_zoom_plus_stroke Dashboard report in a Web browser
Figure: Dashboard report in a Web browser

After you select the report, the report output displays in your Web browser. You do not need to enter any filtering criteria, or click the Run report button to generate the output.

Schedules for Dashboard Reports

You also create dashboard reports when you want to use WebReports Schedules and run reports on specified days. For more information, see Schedules for Dashboard Reports ..

 
action_zoom_plus_stroke WebReport Schedule
Figure: WebReport Schedule

To create a Consumption dashboard report
  1. In WebReports, on the menu bar, click View .

  2. In the Reports Tree , expand Energy Monitoring and then select Consumption .

  3. In the Utility Type box, select the utility type.

  4. At the Power Meter box, point to the green plus sign and then select the site or meter for which you want to see consumption.

  5. In the Date Filter box, select one of the following filter options to define the start time and end time for the report:

    • Select one of the predefined date range filters.

    • Select Fixed Date , and in the Start Report Date/Time boxes, enter a start date and type a start time. In the End Report Date/Time boxes, enter an end date and type an end time.

  6. In the Group Interval box, select the time interval for grouping the report data.

  7. In the Consumption Target box, type the consumption goal for the selected time range.

  8. Click Submit Form .

  9. Click Save as .

  10. In the Report name box, type a folder name and report name for the dashboard report.

  11. Select Dashboard report .

  12. Click Save as .

  13. Click OK .

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