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Saved Templates

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Overview

Saved templates allow for a report or chart to be saved and run with set properties, filters and options, all with a click of a button.

Each user can create their personal templates using the ribbon bar buttons in the Reports → My Reports → Add or Modify Reports or Charts → My Charts → Add or Modify Charts. A user with the appropriate permissions can also create chart or report templates and assign them to user groups allowing users to inherit templates. Group charts and reports can be created using the ribbon bar buttons in the Group Configuration section.

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Add or Modify Report Templates

To add or modify a Report template select the Add or Modify Reports menu item under My Reports or Group Reports. Specify the Title, an optional Description, then select the Report Type and press the Configure button to specify the details for the selected report type. The title specified will be the title displayed on the report.

When using the Export for Custom Variables report you must select a which Custom Variables you would like to generate the report for. It is not possible to generate the report until a Custom Variable is selected.

All of the options can be specified such as the equipment, the time frame, and the display options. The options will vary based on the report type and the details of each report type are explained in the associated help files.

For the Time Frame any of the Quick Select options can be used. In addition shift filters can be used to focus the reporting on specific shifts.

Most reports have additional options to allows for the further customization of the data to display. They are typically listed below the time frame drop down. These range from Equipment Statuses to Custom Variables. If a per period report is selected, at least three days worth of data must be chosen to generate the report.

Equipment for the reports can be dynamically added. When a new machine is added to DataXchange it can automatically be included in the saved report.

Add or Modify Chart Templates

To add or modify a chart template go to Charts → My Charts → Add or Modify Charts or Charts → Group Charts → Add or Modify Charts. Specify the Title, an optional Description, and select the Chart Type. Press the Configure button to specify the details for the selected chart type. The title specified will be the title displayed on the chart.

Once a chart is created the Copy URL option will be available under My Charts → Add or Modify Charts. Select a chart and click Copy URL to copy a direct web link to the selected chart will be copied to your clipboard. Use this URL to send others a link to view the chart. Encrypted credentials are included in the URL, so no DataXchange login is required to view the chart using this link. Only one chart will be viewable per URL. URLs are not available for group charts.

All of the options can be specified such as the equipment, the time frame, and the display options. The options will vary based on the chart type and the details of each chart type are explained in the associated help files.

For the Time Frame only quick select options can be used. These can be used alone or in conjunction with the shift filters.

The following is an example of the display options that can be set for some of the chart types. A sample display is shown to visualize the effect of the option settings.

Equipment for the charts can be dynamically added. When a new machine is added to DataXchange it can automatically be included to saved reports.

Customize the Ribbon Bar

Shortcuts to commonly used chart templates can be added to the Charts ribbon bar or the Reports ribbon bar by administrators or individual users. Using the Group Charts or Group Reports button the ribbon bar can be customized by an administrator for groups of users. Buttons added from the Group Charts or Group Reports button will have blue icons identifying that it is a company level Chart. When using the My Charts or My Reports button the ribbon bar can be customized for the logged in user. Buttons added using the My Charts or My Reports button will have red icons identifying that it is a user level Chart. The shortcut buttons added to the ribbon bar will have a generic icon showing the type of chart it is configured for.

Customization Steps

To customize the ribbon bar press the My Charts button or the Group Charts button, then select the Customize the Ribbon Bar menu item. When using My Charts, the Chart Type drop down will have three options: All Charts which is the default, My Charts, and Company Charts. This drop down filters the content of the list on the left when determining which charts to place in the ribbon bar. When using the Group Charts the User Group drop down will be used to assign the shortcut to the selected user group.

Note: These steps are the same for customizing the Reports ribbon bar.

The order of the shortcut buttons in the ribbon bar can be changed by highlighting a row in the Selected list and using the up and down arrow buttons to change the order of the buttons.

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