Report designer, designer viewer and scheduler

Steps

Steps to Create and Schedule a Report

1. Access Report Designer

• Open the Report Designer feature in the system.

  

• Note: While primarily for monitoring, it also supports work orders, projected source inventory, and research. Utilize these features if needed.

  

2. Select Plant, Project, and Reporting Settings

• • Choose the Plant from the available list.

• • Select the appropriate Project Name and Module:

  ○ Selecting the module will automatically apply default settings.

  ○ If needed, adjust the sheet name (e.g., keep as “Sheet1” or rename).

  

• Set Reporting Parameter based on client requirements:

• Daily for most clients (common need).

• Weekly, Monthly, or Yearly if specified by the client.

• Define the frequency for data collection:

•  Example: One-minute frequency for real-time monitoring.

•  Adjust values as needed (e.g., 10, 15, or 60 minutes)

  

•  Define the Category,Device:

• Example: Inverter,MFM,WS,SMB.

• Parameters as needed (e.g., active power,frequency).

• Note: All selections depend on client specifications and reporting needs.

  

3. Design the Report and Apply 

•  Add required fields based on the client’s specifications.

• Configure filters, columns, and layout for clarity and accuracy.

• Validate that the report meets client requirements before proceeding.

• Use raw data (from the Trends page) as the foundation for calculations:

• Raw data includes all available metrics such as date, inverter readings, and energy values.

  

•  Create custom templates and calculations as per client needs:

•  Example: Sum of Inverter 1 and Inverter 2 Active Power.

•  Sum of Inverter Bill Energy or other KPIs requested by the client.

•  Calculations and templates should reflect client-specific requirements for reporting accuracy.

  

4. Use Report Viewer and Scheduler

• Review Reports:
  Check that the required values are available. Use the report viewer to review created reports by monthly, yearly, or specific date ranges.

• Search and Download:
  Search for reports and download them directly from the viewer.

  

• Schedule Reports:
  There are multiple scheduling options such as Email, FTP upload, FTP download, block upload, Excel (XLS) report generation, and SMS. Currently, only FTP upload and Email are used.

• Select Custom Report:
  When scheduling, make sure to choose the Custom Report option.

  

5. Scheduler Type: Email, FTP Download, FTP Upload

                                 Steps to Perform:

• Add Required Fields and Data Sources

• Select the custom report 

• Ensure the report name appears correctly in the Excel sheet when sent.

• Include subject line: “This is the test report.”

• Confirm template name, frequency, and recipient details with the client.

  

• Scheduler type options include Email and FTP Upload (others like FTP Download, XLS report generation, SMS exist but are not currently used).
• Report scheduling is correctly set up for FTP upload and email.
• The report name and subject match client expectations.

• Frequency and recipient list are accurate.

  

     Deployment

• Schedule report successfully
• Deploy profile on remote machine