Saved Charts and Reports

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 saved reports by going to Reports → My Reports → Add or Modify Reports. Saved Charts are created in Data Display by selecting a chart from the Launch Pad and choosing the desired filter settings. 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.

Add or Modify Saved Reports

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 Saved Charts

To create a new saved chart, log in to Data Display. Select the type chart to create and enter the desired filter settings. If an entire Plant or Reporting Group is selected, the option to Dynamically Add New Equipment will be available. This will automatically add any new machines to the chart when they are added to the selected Plant(s) or Reporting Group(s).

At the bottom of the page, specify the Title, an optional Description, and select an Assignment, either User Chart or Company Chart. If Company Chart is selected, at least one User Group must be selected as well. Note that Custom date ranges can not be saved, however any other Quick Select option can be used with saved charts.

To view a saved chart, click the icon for the chart on the Launch Pad under Saved Charts. To modify the filter settings, click the filter button in the top-right corner while viewing the chart. The Filter page for the chart can also be accessed by right-clicking the saved chart’s icon and clicking Filter. Once changes are made, the chart must be saved before viewing the chart itself. The chart can be deleted by clicking Delete at the bottom of the filter page or by right-clicking the chart’s icon on the Launch Pad and clicking Delete.

Once a chart is created the Copy URL option will be available under Saved Chart URL on the filter page. Click Copy to Clipboard to get a direct web link to the selected chart. 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.

All of the options can be saved such as the equipment, the time frame, the selected shift, 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.

Scheduling Charts

Once a Saved Chart is created, it can be added to a schedule to send to users or user groups via email. The schedule options are found at the bottom of the filter page. Select the currently logged in User or any User Group(s) as the recipient(s) of the chart. Choose a frequency, the days of the week if applicable, and the time at which the chart should be sent out. The Time Zone and Screen Resolution of the chart can also be selected.

Click Save to create or update the chart schedule. If a schedule is active, click Delete to remove it.

Customize the Ribbon Bar

Shortcuts to commonly used report templates can be added to the Charts or 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. Use the My Charts or My Reports button to add templates to the ribbon bar for the logged in user. The shortcut buttons added to the ribbon bar will have a generic icon showing the type of report it is configured for.

Adding Saved Templates to the Charts or Reports Tabs

To customize the ribbon bar press one of the My Charts or Group Charts buttons on the Charts tab, or the My Reports or Group Reports buttons on the Reports tab, then select the Customize the Ribbon Bar menu item. When using My Reports or My Charts, the Report Type drop down will have three options: All Reports/Charts which is the default, My Reports/Charts, and Company Reports/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 Customize the Ribbon Bar under Group Reports or Group Charts the User Group drop down will be used to assign the shortcut to the selected user group.

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.

Add or Modify Saved RTV Charts

To add or modify a Saved RTV Chart go to Charts → My Charts → Add or Modify Saved RTV Charts or Charts → Group Charts → Add or Modify Saved RTV 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 it can be added to any new or existing RTV screens as a Saved Chart View.