Create a Monitoring Programmed Report

To create a Programmed Monitoring Report, go through the following steps:  


Step 1: In the main menu, on the left side, click on Reports. 


Step 2: Choose the Programmed Reports option.


Step 3: Select the New Report option. 


Step 4: In the Report Type, which is in the top right-hand corner, pick the Monitorization option.


Step 5: Assign the name of the report that you want to create.


Step 6: Choose the sensor(s) that you pretend to include on your report. In order to do that,  enter the sensor name in the search bar or search for the sensor in the organizational structure.


On the right side of the board where you added the sensors, a description of the selected sensor(s) will be shown.


Step 7: Click on Next Step.


Step 8: Select the report time period.


It can be Daily, Weekly or Monthly. If for example, we select Monthly, it goes from the first to the last day of the month, and this report will always be sent on the last day of each month. On the other hand, if none of the time periods that are defined here correspond to our needs, we can configure a custom time period.


Step 9: Select the users to which the scheduled reports will be sent.


Step 10: Activate or deactivate the additional options in front of each one's name if you wish to activate or deactivate them respectively.


The Alarms option, includes alarm statistics and alarm details. 

The option Tables include summary tables.

The Deactivation Periods/Events option include disable periods and events. 

NOTE: Within each option, select only what you want it to include. 


Step 11: Click in Schedule Report.


Note: The link to the report will be sent to the users defined in step 9 at the time defined in step 8. This link will be available for 30 days, so if you want to keep the document you should save it before this time interval expires.


Example of how to create a Programmed Monitoring Report:



 

To learn more about Monitoring Reports, please see the following articles: 

Monitoring Report

How to generate a Monitoring Report


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