How can we help?

Options and Filters

You are here:
< All Topics

Options Panel

The Options panel is used to provide viewing options once a chart or report has been generated. These options will vary based on the chart or report generated, therefore the panel will be blank until the data appears. Options are not available for every chart or report, therefore at times the options panel will remain blank.

The Options panel also contains printing and exporting options for the charts and reports.

Options button in the ribbon bar

The panel can be expanded or retracted by using the Options button in the ribbon bar or by the Options label on the side bar. The panel can be floating over the screen below it or it can be pinned and push the screen below it to the side. The pin icon in the upper right corner can be pressed to pin or unpin the panel.

Export/Print Data as an Image

The displayed report data can be exported to an image file for storage or presentation at a later date. You access this feature by using the Options selection from the Customize section of the ribbon bar or expanding the options pane from the left side of the report or chart.

Once you have built out a report the the options will be populate, you can select the orientation as well as Print or Export To Image.

Filter Panel

The filter panel is used to select the information such as the time frame and the equipment to generate the desired chart or report. The filter options may vary based on the chart or report generated. The filter panel is displayed when you select a chart or report and can also be displayed while a chart or report is already on screen.

The panel can be expanded or retracted by using the Filter button in the ribbon bar or by the Filter label on the bottom bar. The panel can be floating over the screen below it or it can be pinned and push the screen below it up. The pin icon in the upper right corner of the filter panel can be pressed to pin or unpin the panel.

Quick Select

The Quick Select allows the Start Date / Time and the Stop Date / Time to be set quickly based on common time frames such as This HourLast HourToday, and Yesterday.

The Filter Grouping controls the layout in the selection tree. If Reporting Groups have been created the equipment can be displayed by these groups or just by Equipment.

Required and Optional Information

A time frame and one or more pieces of equipment are required to generate most charts or reports. Once the equipment has been selected the Finish and Next buttons become available. At this point the chart can be generated without specifying any additional information by pressing the Finish button. Additional optional information can be selected by pressing the Next button.

Some charts or reports require selection of a part number instead of equipment. Others will require selection of a Custom Variable in addition to a date range and equipment.

In most cases the second page of the filter can be used to select the type of statuses to be compared. By default the General status is selected. In some cases this section also allows you to filter by part number and work order if desired.

Web Based Charts and Reports

Some charts are available via a web based display. These charts can also be viewed in a browser or in the DataXchange mobile app. There are some interface differences when viewing a web based chart. The web charts can be viewed here and more detailed information about the charts can be found here.

Once the desired equipment has been selected, charts can be generated without specifying any additional information by selecting the Chart button in the upper right hand corner.

The Chart button when the Tabs format is selected.
The Chart button when the Icons format is selected.

Once a web chart is generated a gear or Options button will appear in the upper right hand corner. These options will vary based on the chart generated, and these Options are not available on all charts, therefore at times the options panel will remain blank or unavailable.

The Options button when displaying a web chart.

This Additional Options panel also contains printing, viewing and exporting options for the generated chart.

Exporting Reports

Text reports can be exported to Excel files. When configuring filters for these exports, the Chart button will change to an Export button. Click the Export button to download a file based on the configured filtering options. The file will be placed in the download location as defined by your web browser settings.

The Export button when the Tabs format is selected.
The Export button when the Icons format is selected.
Table of Contents