Creating Templates for Reports – Help Center AquisNet

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Reporting

Creating Templates for Reports

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To manage report templates,

▪click the link Report generation > Reports in the navigation bar.

The available report templates are displayed in the left-hand bar:

▪Here you can create new templates, edit and delete existing ones.

▪You can use the search bar () to search for templates using their names or tags .

▪The search bar can be closed again with .

The list of reports already created with this template is displayed below each template by clicking on the arrow. You can then start/execute these.

Creating New Report Templates

▪Click the icon in the left-hand bar with the report templates.

The dialog for entering the data for the new template opens. Mandatory fields are highlighted in red.

In this dialog you have the following working possibilities:

Element

Description

Create template

Report name

Name of the template.

Date of the next report

Time when reports are to be executed next according to this template.

Report creation interval

Report generation cycle, i.e. the interval between two report outputs. You can choose between minutely, hourly, daily, weekly, monthly, yearly, ad hoc.

Note: With Ad hoc, a report is automatically created as soon as the creation status (see below) is active.

However, you can then also generate an ad hoc report as often as you like (see below).

Data period

Specify which time range of data you want to map in the report.

The options for the time unit are minute, hour, day, week, year.

Visibility

Use the slider to specify whether the template is visible to all users (slider active) or only to you (slider off; private).

Creation status Active/Inactive

Use the slider to specify whether the current template is active or inactive.

Inactive templates cannot be used for reports.

Report Filter

This area shows the time series contained in reports based on this template.

Note: The report filter is empty for new templates. If you create the new template on the basis of the time series selection and the time series filter (with the icon ), the filter conditions set there are already preset here.

Add a new report filter.

Add report filter

Element	Description
Name	Name of the report filter (mandatory field).
Display type	Select here how reports created with this template will be displayed. You have the same options here as in the time series visualisation. More information about display types can be found here.
Time series filter settings	Use to set the desired filter. The time series selection corresponds to that in the visualisation. If you filter wind time series in the time series selection, e.g. with , you will see this here afterwards. Here you can also see which other filters are active that determine which time series are to be analysed in the report. This filter corresponds to this time series selection:
Selected time series	Here you can see which individual time series you have filtered. The report is created according to this filter.

Edit/Delete report filters

Edit existing report filters with .

Delete existing report filters from the template with .

▪Confirm your new template with .

Editing Report Templates

▪Select the desired template in the left bar with the report templates.

You can edit the template in the right-hand section of the window.

In this dialog, you have the same working possibilities as when creating a new one.

Here you can also:

Element	Description
	Activate template.
	Deactivate template.
	Undo changes and go back to the last saved status of the template.
	Confirm changes to the template.
	Generate an ad hoc report. This option is available if you have selected the report creation interval Ad hoc in the report template.

Deleting Report Templates

▪Select the template to be deleted in the left bar with the report templates.

▪Delete the template with .

Note: You can only delete templates that are not used by a report!

You get a system message if the template to be deleted is used by reports. You can deactivate the template instead. No further reports will then be created on the basis of the template.

Documented software version: 1.0.0

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