User Manual

Reports
Reports tools
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Search field
Enter text to search the
Source
and
Name
columns for content that matches the search string.
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]
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Confirmation that the report has been archived displays.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.