Reports
Reports are an important element of the CoolSens air temperature and humidity measurement system.
They allow Users to analyze data collected by devices, thus enabling them to make informed decisions based on reliable information. They also allow for archiving collected data and storing it on the User’s side.
In this chapter, you will find information on how to generate reports and create and manage a list of periodic reports.
The report module is accessible from the main menu of the application (select the REPORTS option).
The report screen is divided into two sections:
- Report Templates: This section displays the types of reports that the User can generate ad-hoc or save as recurring reports.
- Cyclic Reports: A list of reports that are sent periodically to selected system users, as defined by the account administrator.
Report creator
After clicking on a report in the list of templates, a wizard window opens for selecting the report parameters.
First, choose the report generation mode. You have two options:
- The Generate report now option allows for immediate report generation at the User’s request;
- The Save as cyclic report option enables scheduling automatic report generation at regular intervals.
Ad-hoc report
- Select the Generate report now option.
- Select the period for which you want to generate the report. The RANGE button speeds up the selection of common periods. The options include: Today, Yesterday, This Week, Last Week, This Month, and Last Month. You can also enter any start and end date using the keyboard or the calendar button.
- Select the sensors for which you want to create the report. If you are only interested in data from a few sensors, choose the Selected sensors option, and then specify the sensors in the form that opens after clicking the button:
- Choose the delivery method for the report:
- DOWNLOAD XLS: This command will generate the report and save it on the local computer in the default download location;
- SEND EMAIL: This option sends the created report to the User’s email address (saved in the profile).
- Select the period for which you want to generate the report. The RANGE button speeds up the selection of common periods. The options include: Today, Yesterday, This Week, Last Week, This Month, and Last Month. You can also enter any start and end date using the keyboard or the calendar button.
- Select the sensors for which you want to create the report. If you are only interested in data from a few sensors, choose the Selected sensors option, and then specify the sensors in the form that opens after clicking the button:
- Choose the delivery method for the report:
DOWNLOAD XLS: This command will generate the report and save it on the local computer in the default download location;
SEND EMAIL: This option sends the created report to the User’s email address (saved in the profile).
If you want to cancel creating the report, click the cancel button. Cyclic report
To create a recurring report:
- Select the Save as cyclic report option.
- Select the cycle in which the report will be created and sent. The available options are: Daily, Weekly, and Monthly.
- Enter a name for the report to identify it.
- Select the sensors for which you want to create the report. If you are only interested in data from a few sensors, choose the Selected sensors option, and then specify the sensors in the form that opens after clicking the button:
- Select the Recipients of the report from the account Users. If you do not want the report to be sent to all Users, select the Selected users option and specify the recipients in the form that opens after clicking the button:
- Click SAVE to create the new recurring report. It will appear on the list of recurring reports, from where you can delete or edit it if necessary.
- Select the recipients of the report from the account Users. If you do not want the report to be sent to all Users, select the Selected users option and specify the recipients in the form that opens after clicking the button:
Click the save button to create the new recurring report. It will appear on the list of recurring reports, from where you can delete or edit it if necessary.
List of periodic reports
Cyclic reports are sent to selected Users at a specified frequency, which allows for constant monitoring and analysis of data without the need to manually start the process.
Editing a cyclic report
Clicking on a report in the list will display the report details.
An account user with administrator privileges can modify all report parameters – its name, creation and sending frequency, sensor range, and recipients.
After changing the parameters, click the SAVE button to save the changes.
Clicking on a report in the list will display the report details.
An account user with administrator privileges can modify all report parameters – its name, creation and sending frequency, sensor range, and recipients.
After changing the parameters, click the save button to retain the changes.
Deleting a cyclic report
An account user with administrator privileges can delete a recurring report if it is no longer needed.
Simply go to the report details and click the delete button.