Updating Report

To update the report information:

Click on the editing button on the right side of the report list page. On the edit page, you can see that all the fields of the reports are divided into different sections. So that it would be easy for users to use this page. So, users now don't need to go through the all fields, they can go straight to the particular section where they need to update the fields. These fields are divided into a total of 8 sections. These are

REPORT TIMING

If you need to update the information regarding the timing of the report, this section will help you with it. In this section, you will get the Report frequency field. Do the editing according to your requirement.

For more information about this field, Click on the following link which is given below

Report Frequency

REPORT INFORMATION

If you want to update the name of the report or want to assign this report to any other entity of the hierarchy, you can do it by using this section.

When you click on it, you will get the two fields that are Report Name and Entity. For more detail about these two fields. Go to the link which is given below.

REPORT SETTING

By using this section, you can update the type of the report. When you click on it, you can get various types of options for the report setting.

Click only on those options that you want to include in the report.

For more details of these options you can go to the following link

Report Type

NOTIFICATION SETTINGS

This section helps you to update information regarding the recipients and Notification Channels. If you want to add or remove the recipients for the report, you need to update this information in the field recipients. You can update the channels for the notification of the report by using the field Notification Channels that comes under this section.

For more information regarding these fields, you can go to the following links.

Recipients

Notification Channels

SENSORS

If you want to assign some more sensors to the report or you need to delete some sensors from this report, by using this section you can do this. When you click on this section, you will get the following information.

  • Channel ID - A sensor has one or more channels in which it handles the actual monitoring data. This column contains all the number of channels that the sensor have.

  • Channel Description - In this column, you can see the description of each channel shortly i.e, what the channel is used for.

  • Device Name - This column will help you in finding which channel belongs to which device.

  • Device Tag - This column contains the device tag which is a unique ID that helps in distinguishing one device from the other device.

  • Latest Value - It is the latest value monitor by the device.

  • Last seen - This is the last seen time when the value is updated.

Adding Sensors

To add a new sensor to the report, click on the button "Add Sensor To Monitor". A new page will pop up with the field named "Select Sensor/s". There you can update the sensors. Either you can delete the sensor by clicking on the cross button available for each sensor or you can add the new sensor from the list page of sensors that you will get when you click on this field. If there is a long list of sensors, you can search for the required sensor by typing in its name or any other information in this field.

Clicking on any column (Channel ID, Channel Description, Device Name, Device Tag, Latest Value, and Last Seen)sort by that column.👍

If there is a long list of sensors, then this list is converted into the number of pages. You can go to these pages by clicking on the respective button . You can go to the next page of sensors by clicking on the next button or can go to the previous page by clicking on the previous button . These buttons are available at the bottom right of each listing page of reports.

Deleting Sensors

You can delete any channel by using the delete button which is available on the right side of the list page. When you click on it, the following alert will pop up with two button.

Filtering Sensors

You can go to the search engine and search for the channel IDs of the sensors that you are using in the report from those available in the current list. The search will apply to text in any of the following columns:

  • Channel ID

  • Channel Description

  • Device Name

  • Device Tag

  • Latest Value

  • Last Name

NOTES

If you want to add some extra information to the report, this section will help you. By clicking on this section, you will get a field called "Report Notes". In this field, you can add detail by typing in all the information that you require. You can edit your notes by using various options. You have the option to change the style of your writing, can underline the notes, and can also bold your writing. You also have an option to remove the font style. You have an option to create the ordered, and unordered list. You can arrange your notes in table form by using the tab table. you can do the alignment of your notes in different ways by clicking on the tab paragraph.

PREVIOUS REPORTS

This section contains the list page of all the previous reports that you generated.

Clicking on any column (Timestamp and Report Link) sort by that column.

  • Timestamp - It is the date and time when the report was generated.

  • Report Link - It is the link of the historical report.

If there is a long list of historical reports, then this list is converted into the number of pages. You can go to these pages by clicking on the respective button . You can go to the next page of historical reports by clicking on the next button or can go to the previous page by clicking on the previous button . These buttons are available at the bottom right of each listing page of previous reports.

Filtering Previous Report

You can go to the search engine and search for the channel IDs of the sensors that you are using in the report from those available in the current list. The search will apply to text in any of the following columns:

  • Timestamp

  • Report Link

Exporting List of previous Reports

  • You can get a copy of the list page of previous reports which includes the Timestamp and Report Link in various formats such as Copy, PDF, Excel, Print, and CSV.

  • You will get several buttons such as Copy, PDF, Excel, Print, and CSV that will help you to save the list page in the format that is mentioned on their respective buttons. These buttons are available at the top left of the list page of the previous reports.

Creating Historical Report

To create a new historical report, click on the button New Report which is located at the top left of the list page of previous reports.

When you click on it, it will pop up a new page where you will get the field named as Data Time Range*. You need to select the time range for which you want to create the historical report by using this field.

For more detail, you can click on the following link

How to manage the data time range?

LOGS

This section contains the list page of all operations done by the users on this report. You can get information about the date, time, what event occurred, any change in the value, and who performed that operation on the list page of the logs (user name) by using this section.

Clicking on any column (Timestamp, Event, Value, and User) sort by that column.

  • Timestamp - It is the date and time when the operation was performed by the user.

  • Event - It is the name of the event or work which was done by the user.

  • Value - What changes made by the user in terms of value are covered in this column.

  • User- It is the name of the user who performed the operation.

If there is a long list of logs, then this list is converted into the number of pages. You can go to these pages by clicking on the respective button . You can go to the next page of events by clicking on the next button or can go to the previous page by clicking on the previous button . These buttons are available at the top left of each listing page of the logs.

Filtering Logs

You can go to the search engine and search for any operation performed by the user from those available in the current list. The search will apply to text in any of the following columns:

  • Timestamp

  • Event

  • Value

  • User

Exporting List of Logs

  • You can get a copy of the list page of logs which includes the Timestamp, Event, Value, and User in various formats such as Copy, PDF, Excel, Print, and CSV.

  • You will get several buttons such as Copy, PDF, Excel, Print, and CSV that will help you to save the list page in the format that is mentioned on their respective buttons. These buttons are available at the top left of the list page of the logs.

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