Creating Report

To add a new report, Click on the button Create Report at the topmost left on the report page of the module TOOLBOX.

Fill in the information required to complete the enrolment of a new report.

The system will step you through a total of 4 forms where you can enter your information. These are the following fields that you will get on these forms.

All the * marked fields are necessary to complete.

Name*

In this field, you must fill in the name of the report according to your choice so that you can easily distinguish it from the other reports while filtering on the list page.

Sensors*

By clicking on this field, you will get the list of sensors. you can filter the required sensor/s by typing in the name of the sensor/s or any other information about the sensor/s in this field.

Entity*

When you click on the field entity, you will get the list of all the entities of the hierarchy to which you have access. Choose the entity of the hierarchy to which you want to assign the report. All the members of your organization who have access to the level to which you assigned the report can also have access to that report and can update it. If there is a long list of entities, you can filter the required entity by typing in its name or any other information in this field.

Recipients

By clicking on this field, you will get the list of email addresses of all those users who are registered in your system. You can filter the required email address/es of the recipients by typing in their names or any other information to whom the report will be sent.

Notification Channels

In this field, you have three channels through which recipients can receive the report. These are

• Email Notification - By clicking on this option, the recipient will receive the report in the email box.

• SMS Notification - By clicking on this field, the recipient will receive the report in the SMS box.

• Webhook - By clicking on this option, a new field called webhook URL will open. There you need to fill in the URL for the site where the report needs to be sent.

You can select more than one channel for sending the report to the recipients.☺️

Report Type

In this field, you will get multiple options for report wizard i,e., what type of information you want to include in your report. These options are

• Summary

If you tick on this option, you will see the brief statement or final conclusion in the report.

• Exceptions

There are two types of exceptions that you can add to your report. These are

1. Analysis - If you want to see the exceptions on the analysis chart, then you need to tick the button analysis.

2. Logs - If you want to get the information about the logs i.e., what functions are performed by someone on the system, who is using the system, and when the system is being used by someone. what changes were made by the users and all? By ticking on the button Logs, you can also add this information to the report.

• Sensor Data

1. Sensor Summary - Tick this button to add some detail of sensor/s which includes a short description of the sensor/s, and the trend is shown by the sensors' data value within the time period for which you want to see the report when you hover over this trend you can check the value of data point at regular interval of time. This summary also includes minimum, maximum, average, and sum of data values.

2. Sensor Map - tick this button if you want to check the physical location of the sensor on the map.

   

3. Sensor Chart - By clicking on this column, you can add the analysis of the data values of the sensor in the form of a chart to the report.

   

   On the X axis, there are dates and times, while the Y axis shows the value of data points. For instance, in the above picture, you can see the data analysis for the data points of two sensors. There can be a number of sensors for the data analysis on one chart. You can distinguish the data points of one sensor from another by using different colors. what color is assigned to a particular sensor, you can see it at the top of the chart, where you can see the sensor name next to the respective rectangular color box. When you hover the cursor over the dots points of the chart, a pop-up will show you the name of the sensor, date, time, and corresponding data value to it. You can see the data analysis chart for one sensor at a time, by removing the charts for other sensors by clicking either on their names or their respective colored rectangular box which are mentioned above the chart.

4. No Data - By clicking on this field, the sensors that do not have any data to show, you can see the list of those sensors in your report.

5. Total row - By clicking on this field, you can get the total of the maximum, minimum, average, and sum values of the data count of all sensors.

Dashboard

By clicking on this field, you will get the list of dashboards to which you have access. Select one if you want to present it in the report.

Report Frequency

By using this field, you can set the time for delivering the report to the user. You will get three options whether you want to send the report daily, weekly, or monthly.

1. When you tick on daily, you will get the two fields. In the first one, you will need to select the time in an hour by clicking on the required number for sending the report, and in the second field, you need to select the timezone. When you click on the field timezone, a list of various time zone will be shown. You can filter the required one by typing in the name and then clicking on it to select.

   

2. When you tick on the weekly, you will get the three fields that you need to fill in. In the first one, you will need to select the time in an hour by clicking on the required number for sending the report, and in the second field, you will get a separate button for each day of the week. Click on that button of the day on which you want the report to be sent. In the third field, you need to select the timezone. When you click on the field timezone, a list of various time zone will be shown. You can filter the required one by typing in the name and then clicking on it to select.

   

3. When you tick on Monthly, you will get the three fields that you need to fill in. In the first one, you will need to select the time in an hour by clicking on the required number for sending the report, and in the second field, you need to click on the required date on which the report will be sent. In the third field, you need to select the timezone. When you click on the field timezone, a list of various time zone will be shown. You can filter the required one by typing in the name and then clicking on it to select.