Chapter 8: Reports

This chapter describes the following:

• Alarm Transaction Report

• OPCAE Transaction Report

• Alarm Reports

  • Location-wise Alarm Summary Report

  • Severity-wise Alarm Summary Report

  • Driver Type-wise Alarm Summary Report

• Real-Time Reports

  • Configure a Real-Time Report

  • View Real-Time Report

Alarm Transaction Report

Alarm Transaction report allows you to;

• Filter alarm transactions based on selected alarmed Equipment and occurred associated to a particular Location within a given time range.

• Sort the filtered Alarm Transactions by Transaction Time/ Equipment/Point/Transaction Message/ User and arrange the sorted transactions in ascending or descending order.

Path Settings icon 🡪 Generate section 🡪 Alarm Transactions Report

1. Click the Settings icon on the Home page and select Alarm Transaction Report under Generate section. Alarm Transactions Report page will appear.

2. Apply the following Search filters to filter the alarm transactions using;

   • Location:

     1. Clear the current location by clicking.

     2. Click Location text box and select a location from the drop-down to filter the alarms for that particular location. You may type in a location to filter accordingly.

   • Asset Category:

     1. Clear the current Asset Category by clicking.

     2. Select the required Asset Category to filter the alarms by the selected Asset Category.

   • Equipment:

     1. Clear the current Equipment by clicking.

     2. Select the required Equipment to filter the alarms by the selected Equipment.

   • Alarm Class:

     1. By default, “Any” will be selected.

     2. Select the required Alarm Class or multiple Alarm Classes to filter alarms by the selected Alarm Class or Alarm Classes.

   • Alarm Severity:

     1. By default, “Any” will be selected.

     2. Select the required Alarm Severity or multiple Alarm Severities to filter alarms by the selected Alarm Severity or Alarm Severities.

   • Use the following filter conditions accordingly.

     1. Show Cleared alarms: Shows the alarms that are not in alarmed status and have been cleared.

     2. Show Disabled alarms: Shows the alarms that have been disabled manually.

     3. Show Active alarms: Shows the active alarms

   • Date Range:

     1. From: Click Calendar icon or click on the From text box and select a start date, month and year starting from when you want to see the Alarm Transactions. Click the Clock icon and select the From Time.

     2. To: Click Calendar icon or click on the To text box and select an end date, month and year up to when you want to see the Alarm Transactions. Click the Clock icon and select the To Time.

3. To sort the filtered records:

   1. To sort the filtered records based on e.g. Transaction Time/ Equipment, select the required field from the Sort drop-down box.

4. To display the sorted records in ascending or descending order, click the icon adjacent to the Sort drop-down box accordingly.

   1. : Shows that the records are in ascending order as per the selected field from the drop-down box.

   2. : Shows that the records are in descending order as per the selected field in the drop-down box.

5. Click the icon on the toolbar, to display the column names of the Alarm Transaction report. You will observe that alarm list has Transaction Time, Equipment, Point, Transaction Message and User columns.

6. Search Alarms bar allows to search for Alarms using the following fields on report

   • Asset ID (Equipment)

   • Point Name

   • User (Action Taken User)

7. Select the type of the Report format from the Format list box and click Generate Report to generate the report with filtered data.

OPCAE Transaction Report

OPCAE transaction report is used to view OPCAE event transactions.

Path Settings icon 🡪 Generate section 🡪 OPCAE Transactions Report

1. The data can be filtered using the following;

   • Source – Source is the ID of the device from which the event triggered

   • Condition Name – OPC Event Condition Name

   • Server ProgID - Program ID of the OPC server

   • From and To – These fields are used to filter the transactions occurred during a given time range

2. To sort the filtered records:

   • To sort the filtered records based on e.g. Source/Transaction Time/ Message, select the required field from the Sort drop-down box.

3. To display the sorted records in ascending or descending order, click theicon adjacent to the Sort drop-down box accordingly.

   • : Shows that the records are in ascending order as per the selected field from the drop-down box.
   • : Shows that the records are in descending order as per the selected field in the drop-down box.
4. Export to Excel link: Click this link to export OPCAE transaction report to a excel sheet based on the filtered data.

IBMS Reports

This section explains the following reports which allow you to generate some predefined IBMS reports in PDF/Word/Excel/Excel-raw formats.

1. Location-wise Alarm Summary Report

2. Severity-wise Alarm Summary Report

3. Driver Type-wise Alarm Summary Report

Path Settings icon 🡪 Generate section 🡪 Alarm Reports

Location-wise Alarm Summary Report

This report shows summary of alarms triggered location-wise, within a given time range. Report data will be grouped by the immediate child location of the selected Site. After applying the required filters, you can select the report format and click Generate to generate the report in selected format.

Path Settings icon 🡪 Generate section 🡪 Alarm Reports🡪Location-wise Alarm Summary Report

1. Click the Settings icon on the Home page and select Alarm Reports under Generate section. Reports page will open.
2. On the Reports page, click the Location Wise Alarm Summary Report link.

3. Select the appropriate Site to filter report data.

4. From Date: Select the starting date from which you want the report to include data.

5. To Date: Select the ending date up to which you want the report to include data.

6. Select the required Alarm Stage e.g., Escalated.

7. In the Format box, select the required format of the report. (E.g. PDF, Word, etc.)

8. Click Generate Report. Respective Report will be displayed.

Severity-wise Alarm Summary Report

This report is to show the summary of alarms of the selected Severity which are associated with the selected Site. You can select the time range and the Alarm Stage as filtering options.

Path Settings icon 🡪 Generate section 🡪Alarm Reports🡪Severity Wise Alarm Summary Report

1. Click the Settings icon on the Home page and select Alarm Reports under Generate section. Reports page will open.
2. On the Reports page, click the Severity Wise Alarm Summary Report link.

3. Select the appropriate Site to filter report data.

4. From Date: Select the starting date from which you want the report to include data.

5. To Date: Select the ending date up to which you want the report to include data.

6. Alarm Severity: Select the appropriate Alarm Severity to filter report data.

7. Select the required Alarm Stage e.g., Escalated.

8. In the Format box, select the required format of the report. (E.g. PDF, Word, etc.)

9. Click Generate Report. Respective Report will be displayed.

Driver Type-wise Alarm Summary Report

This report is to show the summary of alarms of the selected Driver type, associated with the selected Site. You can select the time range and the Alarm Stage as filtering options.

Path Settings icon 🡪 Generate section🡪 Alarm Reports🡪Driver Type Wise Alarm Summary Report

1. Click the Settings icon on the Home page and select Alarm Reports under Generate section. Reports page will open.
2. On the Reports page, click the Driver Type Wise Alarm Summary Report link.

3. Select the appropriate Site to filter report data.

4. From Date: Select the starting date from which you want the report to include data.

5. To Date: Select the ending date up to which you want the report to include data.

6. Driver Type: Select the required Driver Type to filter report data.

7. Select the required Alarm Stage e.g., Escalated.

8. In the Format box, select the required format of the report. (E.g. PDF, Word, etc.)

9. Click Generate Report. Respective Report will be displayed.

Real-Time Reports

Real-Time Reports allow you to view Real-Time point values of a selected set of equipment. Before you view a Real-Time report, you need to configure the required Real-Time Report, by selecting the required set of equipment points.

This section describes the following;

1. Configure a Real-Time Report
2. View Real-Time Report

Configure a Real-Time Report

This describes how to configure a Real-Time Report.

Path Settings icon 🡪 Configure section 🡪 Real-Time Reports

1. Click the Settings icon and select Real-Time Reports under Configure section. Real-Time Reports search page appears.
2. Click Add a new Real-Time Report link.

3. In the Real-Time Report Name box, type a suitable name for the new Real-Time Report.

4. Click Create. Real-Time Report configuration detailed page will appear.

Add Subsystem Point/ Add Calculated Point

1. Real-Time Report configuration detailed page 🡪Points tab.

2. Click the Add icon.
3. Select Subsystem Points or Calculated Points, from the popup window.

4. Select the required Equipment and the relevant Point.

5. Type a name for the Point as the Display Name.

6. Click Add.

7. Repeat steps 2-6 to add more points.

8. To delete a Point from the Real-Time Report, in the Points tab, click the respective Delete icon of the Point that you want to delete.

Tip – If you select the Point first, respective Equipment will be automatically selected under the Equipment field.

Note –Configured Real-Time Reports will be displayed under View🡪Real-Time Report section.

Edit a Real-Time Report

1. Click the Settings icon and select Real-Time Reports under Configure section.
2. Search for the required report and click the name of the configured Real-Time Report to go to its detailed page.

3. In the Details tab, mouse hover over the Details section and click the Edit icon.

4. Edit the Real-Time report name if necessary and click Save. Click Cancel to abort the operation.

5. Go to the Points tab, if you want to add more points to the report, edit point details or delete points from the report.

Delete a Real-Time Report

1. Click the Settings icon and select Real-Time Reports under Configure section.
2. Click the name of the configured Real-Time Report to go to its detailed page.

3. To delete the selected Real-Time report, click the Delete icon or click the Delete this Real-Time Report link on the Side bar.
4. Confirmation message box appears. Click Delete or click to close the message box.
5. If the respective report is in use by the system, you will not be allowed to delete it.

View Real Time Reports

This section describes how to view Real-Time Reports based on the respective Real-Time report configuration. There are two ways of accessing a Real-Time Report.

1. Using the Real-Time Report link under the View section

2. Using the Real-Time Report link under the Configure section

View Real-Time Report using the Link under View Section

1. Click the Settings icon and select Real-Time Reports under View section.
2. Search for the required Real-Time report.

3. Click the name of the required Real-Time Report. Respective Real-Time report will appear.

View Real-Time Report Using the Link Under Configure Section

1. Click the Settings icon and select Real-Time Reports under Configure section.
2. Search for the required Real-Time report and click the name of the report to go to its detailed page.

3. On the Points tab, click the Real-Time Values link on the Side bar. Respective Real-Time report will be displayed.

Tip – To view the column titles of the fields on the Points tab, click the icon on the toolbar on the top right corner.

Note –On the Real-Time Report, click the icon to enable Auto Refresh. If the Auto Refresh is enabled, the Real-Time Report will be refreshed automatically once changes occur in Real-Time point configuration. Icon shows that the Auto Refresh is enabled. Click it to disable Auto Refresh feature.