User Manual

Reports
Reports tools
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⑤
Search field
Enter text to search the
Source
and
Name
columns for content that matches the search string.
⑥
Download menu
Includes the following options:
●
Download
- Generate and download a .csv file of the currently displayed data.
●
Email
– Send the currently displayed data to an email recipient. This option is not limited to the
email recipients in the database.
●
Archive
- Archive the currently displayed data for future use. Archived data can also be sent to
email recipients in the database or to an FTP server.
Emailing archived reports [➙ 58]
Sending archived reports to an FTP server [➙ 58]
⑦
Report results
Click a column heading to sort the report results by that property. The following columns are displayed:
●
Device
– Device where the object resides.
●
Source
– Location of the object within the building structure hierarchy.
●
Name
– Object name.
●
Value/State
– Present value of the object.
●
Status
– Current object status.
●
Priority
– Current object priority, if applicable.
8.2 Reports tools
Reports tools are only available to users with the appropriate role assignment.
8.2.1 Archiving a report
 Reports is selected in the core function pane.
1. Use the Devices, Object type and Status filters drop-down lists to filter the data in the report.
2. Click Apply to display the report.
3. Click and select .
 The Archive dialog box displays a file name in the following default format:
YYYY_MM_DD_HH_MM_SS_ObjectReport.csv
(That is, the current
Year, Month, Day, Hour, Minute, Second, based on the computer date and time.)
4. Type a new File name, if desired, and click Create.
 Confirmation that the report has been archived displays.
5. Click OK to close the dialog box.