### Working with legacy (v6.5 and earlier) custom reports Although the WebCTRL® v7.0 interface has a new method of creating and managing reports, you can still create or edit the following reports that were available in WebCTRL® v6.5 and earlier systems. These reports will be accessible from the Reports button drop-down list, but not the Report Manager.
This report... | allows you to...
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Equipment Summary | View the following information for equipment at or below the location where the report was created: Color Active alarm Locked values Current value of selected points Combined schedule See To create an Equipment Summary report.
Equipment Values | Compare point information. See To create an Equipment Values report.
Trend Samples | View trend values for a particular time frame. See To create an Trend Samples report.
NOTES You can display icons and hover text on the Geographic tree that show where custom reports have been created. See Tree icons and hover text. You can schedule a report to run on a recurring basis. See Scheduling reports.
Click for details below To create an Equipment Summary report To create an Equipment Values report To create a Trend Samples report To save a v6.5 or earlier custom report's design for use in another location or system To edit or delete a v6.5 or earlier custom report
#### To create an Equipment Summary report An Equipment Summary report can provide the following information for equipment at or below the location where the report is created. Color Active alarm Locked values Current value of selected points Effective schedule To create an Equipment Summary report: On the Geographic tree, select the location where you want to view the report. Click the Reports button drop-down arrow, then select Add Legacy Report. Select Equipment Summary. Optional: Select a Category. NOTE The Category field is visible only if you have defined report categories. See To organize custom reports. Type a name for the report. Click Create. Define the Title, Page Size and orientation, and the Maximum number of rows. Check or uncheck the Optional Sections checkboxes as needed. Optional: Check Include only specific control programs at or below this location, then type the names of the control programs. Select Available Points that you want to include in the report. Use Ctrl+click, Shift+click, or both to select multiple items. Click Add. Click Accept. Click Run. NOTE To run this report later, go to the location where the report was created. Click the Reports button drop-down arrow, select the report, then click Run.
#### To create an Equipment Values report NOTE To see if your system has this optional package, click , then select About. You have this package if Enabled Features shows Adv. Reporting. An Equipment Values report allows you to compare point information. To create an Equipment Values report: On the Geographic tree, select the location where you want to view the report. Click the Reports button drop-down arrow, then select Add Legacy Report. Select Equipment Values. Optional: Select a Category. NOTE The Category drop-down list is only visible if you have defined report categories. See To organize custom reports. Type a name for the report. Click Create. Do one of the following: Select Include only specific control programs at or below this location, then type the control program names. On the selection tree, select the pieces of equipment you want to view in the report. (Use Ctrl+click, Shift+click, or both to select multiple items.) Then click Add. Optional: Check Highlight alternate rows to make the report easier to analyze. Click Next or next to Columns. Verify or change the report Title, Page units of measure for defining column widths, and Outer border characteristics. Select a column in the report preview. NOTE The selected column is light blue. Under Column Header, define how you want the column header to look. Under Column Data, define the data you want in the column and how you want it to look. See table below. NOTE Select General from the Format drop-down list unless you want to define the number of places to the right of the decimal point for the displayed value. Optional: Use the Add, Delete, and arrow buttons below the report preview to manipulate the columns. Optional: Click next to Page to change the page size and orientation. NOTE Changing the size and orientation of the printed page also changes the report layout on the View tab. Click Accept. Click Run. NOTE To run this report later, go to the location where the report was created. Click the Reports button drop-down arrow, select the report, then click Run.
Type of Column Data
Point | Displays point data in the column.
| Display | Select the property to show in this column.
| Data is named differently in some control programs | Select this checkbox if similar points have different names in different control programs. Then add each of the names to the Name to use list. For example, if a point is named Zone Temp in one control program and Zone Temperature in different control program, add both names to the list.
| Point to use | Select the name of the point to show in the column.
Trend Sample | Display | Select First, Minimum, Maximum, or Last recorded trend value.
| Data is named differently in some control programs | Select this checkbox if similar points have different names in different control programs. Then add each of the names to the Name to use list. For example, if a point is named Zone Temp in one control program and Zone Temperature in different control program, add both names to the list.
| Trend to use | Select the name of the point to show in the column.
| Set | Click to have all columns in the report use the same time range.
| Time Range | Select the time range to run the report for.
Trend Calculation | Display | Select the type of calculation to show in the column, Average or Total.
| Data is named differently in some control programs | Select this checkbox if similar points have different names in different control programs. Then add each of the names to the Name to use list. For example, if a point is named Zone Temp in one control program and Zone Temperature in different control program, add both names to the list.
| Trend to use | Select the name of the point to show in the column.
| Set | Click to have all columns in the report use the same time range.
| Time Range | Select the time range to run the report for.
Control Program | Display | Select Color, Display Name, Display Path, Notes, Prime Variable, or Reference Name to show in the column.
Expression | Data is named differently in some control programs | Select this checkbox if similar points have different names in different control programs. Then add each of the names to the Name to use list. For example, if a point is named Zone Temp in one control program and Zone Temperature in different control program, add both names to the list.
| Expression | Type the path relative to the current control program. The path must return a string value. See Defining WebCTRL® paths for more information on paths. To display the Notes on an equipment's Properties page, type`.notations` in this field.
#### To create a Trend Samples report NOTE To see if your system has this optional package, click , then select About. You have this package if Enabled Features shows Adv. Reporting. A Trend Samples report provides trend values for a particular time frame. To create a Trend Samples report: On the Geographic tree, select the location where you want to view the report. Select the Reports button drop-down arrow, then select Add Legacy Report. Select Trend Samples. Optional: Select a Category. NOTE The Category drop-down list is only visible if you have defined report categories. See To organize custom reports. Type a name for the report. Click Create. Select a Time Range from the drop-down list, then refine that option by selecting an option from the drop-down list(s) to the right. Define the trend data. NOTES Calculate values for missing samples calculates a value based on the 2 closest values to the time interval. Find the closest sample displays the value closest to the time interval selected. Optional: Check Highlight alternate rows to make the report easier to analyze. Click Next or next to Columns. Verify or change the report Title, Page units of measure for defining column widths, and Outer border characteristics. Select a column in the report preview. NOTE The selected column is light purple. Under Column Header, define how you want the column header to look. Under Column Data, select the source of the trend data and how you want the data to look. NOTE Select General from the Format drop-down list unless you want to define the number of places to the right of the decimal point for the displayed value. Optional: Use the Add, Delete, and arrow buttons below the report preview to manipulate the columns. Optional: Click next to Page to change the page size and orientation. NOTE Changing the size and orientation of the printed page also changes the report layout on the View tab. Click Accept. Click Run. NOTE To run this report later, go to the location where the report was created. Click the Reports button drop-down arrow, select the report, then click Run.
#### To save a v6.5 or earlier custom report's design for use in another location or system You can save the design of an Equipment Values report or a Trend Samples report for reuse in another location or in another system. Or, you can create a library of different report designs to pull from as needed. To save a report's design Create the Equipment Values or Trend Samples report. On the Reports > Design tab, click the Save Report Design button. The design is saved to WebCTRLx.x/webroot/<system>/Reports/<report name>.reportdesign. NOTE The .reportdesign file includes the report name. If you save multiple report designs in your system, each of those reports must have a unique name. To use the report design at a different location in the system Select the location in the Geographic tree. Select Reports > Add Legacy Report. In step 1, select Report design, then select the report name in the drop-down list. In step 2, type a report Name. In step 3, click Create. To copy individual report design file(s) to another system In Windows Explorer, go to the WebCTRLx.x/webroot/<system>/Reports/ folder. Copy the *.reportdesign files that you want. In the new system, paste the copied files in the WebCTRLx.x/webroot/<system>/Reports/ folder. Follow the steps above in "To use the report design at a different location in the system". To create a .zip file to import into another system NOTE The import process will not import a file if it has the same name as a file in the other system. Make sure your file names are unique. Do one of the following: Create a .zip file that contains the *.reportdesign files that you want. These files may be in the WebCTRLx.x/webroot/<system>/Reports/ folder, or in a library that you created. On the System Settings > General tab, under Source Files, click Export. NOTE Export creates a .zip file that contains all of the system's source files (control programs, drivers, view files, touchscreen or BACview files, report design files). In the new system, go to the System Settings > General tab. Under Source Files, click Import. Browse to the .zip file. Click Continue. Click Close. The WebCTRL® application will put the imported files in the correct folder.
#### To edit or delete a v6.5 or earlier custom report Select the item on the Geographic tree where the report was created. Click the Reports button drop-down arrow, then select the report you want to edit or delete. Do one of the following on the Design tab: Edit the report, then click Accept. Click the Delete Report button, then click OK.