Administering Reports Tutorial Guide

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StruxureWareStruxureWare BuildingBuilding OperationOperation

AdministeringAdministering ReportsReports

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StruxureWare Building Operation

Administering Reports

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Copyright 2014 Schneider Electric. All rights reserved.

The Schneider Electric brand and any registered trademarks of Schneider Electric Industries SAS referred to in this guide are the sole property of SchneiderElectric SA and its subsidiaries. They may not be used for any purpose without the owner's permission, given in writing. This guide and its content are

protected, within the meaning of the French intellectual property code (Code de la proprit intellectuelle franais, referred to hereafter as "the Code"), underthe laws of copyright covering texts, drawings and models, as well as by trademark law. You agree not to reproduce, other than for your own personal, non-commercial use as defined in the Code, all or part of this guide on any medium whatsoever without Schneider Electric's permission, given in writing. You alsoagree not to establish any hypertext links to this guide or its content. Schneider Electric does not grant any right or license for the personal and non-commercial use of the guide or its content, except for a non-exclusive license to consult it on an "as is" basis, at your own risk. All other rights are reserved.

Trademarks and registered trademarks are the property of their respective owners.


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Contents

IntroductionIntroduction

1 About This Guide ........................................................... 9

1.1 Purpose of This Guide ................................................................. 11

1.2 How This Guide is Organized ...................................................... 12

1.3 Typographical Conventions ......................................................... 13

2 Additional Information .................................................. 15

2.1 Where to Find Additional Information ........................................... 17

2.2 Regulatory Notices ...................................................................... 18

TutorialTutorial

3 Our Case Study ........................................................... 21

3.1 University X ................................................................................. 23

3.2 Requirements and Specifications ................................................ 26

3.2.1 Devices Used for This Case Study ............................................. 26

3.2.2 Software Used in This Tutorial ................................................... 26

3.2.3 Specifications ........................................................................... 26

3.3 Focus of This Tutorial .................................................................. 27

3.3.1 Pre-existing Database Folders and Programs ............................ 27

3.3.2 Pre-existing Database Objects .................................................. 30

4 Preparing Energy Reports ............................................ 33

4.1 Logging on to WorkStation as a Building Operation User ............. 36

4.2 Creating the Energy Folder .......................................................... 38

4.3 Creating a Site ............................................................................ 39

4.4 Creating a Meter ......................................................................... 40

4.5 Associating an Extended Trend Log with an Energy Meter ........... 41

5 Creating Reports in WebReports .................................. 43

5.1 Adding a User Account to a User Account Group ....................... 46

5.2 Logging On to WebReports ......................................................... 49

5.3 Uploading an Image .................................................................... 50

5.4 Creating an Activities Per User Dashboard Report ...................... 53

5.5 Creating a Trend Log Comparison Dashboard Report ................ 55

5.6 Creating a Consumption Dashboard Report ............................... 57

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5.7 Creating a Monthly Report Schedule ........................................... 59

6 Viewing Reports in WorkStation ................................... 61

6.1 Configuring Report Manager ...................................................... 64

6.2 Viewing a Dashboard Report in WorkStation ............................... 65

6.3 Summary .................................................................................... 66

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Introduction

The Introduction part contains information on the purpose

of this guide, how this guide is organized, where to findmore information, and information on regulatory notices.


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AboutAbout ThisThis GuideGuide1

TopicsTopics

Purpose of This Guide

How This Guide is Organized

Typographical Conventions


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1 About This Guide

1.1 Purpose of This Guide

1.1 Purpose of This Guide

This tutorial provides step-by-step instructions for logging into WebReports,running reports manually and automatically according to schedule, creating andconfiguring typical dashboard reports, configuring Report Manager, and creating

reports in WorkStation.This tutorial focuses on the following Building Operation Engineering Certificationobjectives:

Create reports

Edit reports

Schedule reports to be automatically generated

Generate reports manually



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1 About This Guide

1.2 How This Guide is Organized

1.2 How This Guide is Organized

This Building Operation Guide is divided into the following parts:

Introduction

The Introduction part contains information on the purpose of this guide, how thisguide is organized, where to find more information, and information on regulatorynotices.

Tutorial

The Tutorial part contains a step-by-step description of how to carry out differenttasks. If you want more information, see WebHelp or the corresponding BuildingOperation Guide.

The Tutorial part includes a case study for a fictional customer cal led University X.You can decide if you want to follow the example or use the described proceduresas reference information. The case study in this tutorial is an example of a typicalway of configuring Building Operation for a customer. When reading through this

tutorial, you might not have access to the devices, programs, and other files thatare needed for the fictional customer University X. However, the purpose of havinga case study is to see the procedures put in context, so you see how theprocedures could be used when configuring Building Operation, devices, orprograms for your customer.

Note

The programs and files that are used for the fictional customer University X areintended for training purposes only.

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1 About This Guide

1.3 Typographical Conventions

1.3 Typographical Conventions

Building Operation Guides use the following specially marked texts:

Tip

Helps you understand the benefits and capabilities of the product.

13

Note

Provides you with supplementary information.

Important

Alerts you to supplementary information that is essential to the completion of atask.

Caution

Alerts you to a condition that can cause loss of data.

Warning

Alerts you to a condition that can cause product damage or physical harm.

Bold texts:

User interface items, such as property names and buttons, are written in bold, forexample "On the File menu, select New."

Example texts:

All the example related information is indicated by blue lines and bullets.

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AdditionalAdditional InformationInformation2

TopicsTopics

Where to Find Additional Information

Regulatory Notices


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2 Additional Information

2.1 Where to Find Additional Information

2.1 Where to Find Additional Information

All the technical Building Operation information is available online, on WebHelp.

You also find additional information in the Building Operation Guides:

Hardware Reference Guide Plain English and Script Difference Guide

Function Block Editor and Menta Editor Difference Guide

WebReports Reference Guide

WebReports Operating Guide

System Reference Guide

Technical Reference Guide

WorkStation Operating Guide

IT Reference Guide

WebStation Operating Guide System Upgrade Reference Guide

Administering Reports Tutorial Guide

Configuring an Automation Server as a Controller Tutorial Guide

Creating and Configuring a LonWorks Network with Xenta LonWorks DevicesTutorial Guide

Creating and Configuring a Modbus Network Tutorial Guide

Creating and Configuring Alarms Tutorial Guide

Creating and Configuring Graphics Tutorial Guide

Creating and Configuring Schedules Tutorial Guide

Creating and Configuring Trend Logs Tutorial Guide

Creating and Configuring Users Tutorial Guide

Starting a Project Tutorial Guide

Creating and Configuring a BACnet Network with b3 BACnet Devices TutorialGuide

Creating and Configuring a LonWorks Network with MNL LonWorks DevicesTutorial Guide



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2 Additional Information

2.2 Regulatory Notices

2.2 Regulatory Notices

UL 916 Listed products for the Unites States and Canada, OpenClass Energy Management Equipment.

WEEE - Directive of the European Union (EU)

This equipment and its packaging carry the waste of electrical and electronicequipment (WEEE) label, in compliance with European Union (EU) Directive2002/96/EC, governing the disposal and recycling of electrical and electronicequipment in the European community.

CE - Compliance to European Union (EU)

2004/108/EC Electromagnetic Compatibility Directive

This equipment complies with the rules, of the Official Journal of the EuropeanUnion, for governing the Self Declaration of the CE Marking for the European Unionas specified in the above directive(s) per the provisions of the following standards:IEC/EN 61326-1 Product Standard, IEC/EN 61010-1 Safety Standard.

Industry Canada

ICES-003

This is a Class B digital device that meets all requirements of the CanadianInterference Causing Equipment Regulations.

C-Tick (Australian Communications Authority (ACA))

AS/NZS 3548

This equipment carries the C-Tick label and complies with EMC and radiocommunications regulations of the Australian Communications Authority (ACA),governing the Australian and New Zealand (AS/NZS) communities.

Federal Communications Commission

FCC Rules and Regulations CFR 47, Part 15, Class B

This device complies with part 15 of the FCC Rules. Operation is subject to thefollowing two conditions: (1) This device may not cause harmful interference. (2) Thisdevice must accept any interference received, including interference that may causeundesired operation.



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Tutorial

The Tutorial part contains a step-by-step description of

how to carry out different tasks. If you want moreinformation, see WebHelp or the corresponding BuildingOperation Guide.

The Tutorial part includes a case study for a fictionalcustomer called University X. You can decide if you want tofollow the example or use the described procedures asreference information. The case study in this tutorial is anexample of a typical way of configuring Building Operationfor a customer. When reading through this tutorial, youmight not have access to the devices, programs, and otherfiles that are needed for the fictional customer University X.However, the purpose of having a case study is to see the

procedures put in context, so you see how the procedurescould be used when configuring Building Operation, devices,or programs for your customer.


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OurOur CaseCase StudyStudy3

When new knowledge is to be acquired, it is oftenadvantageous to work with a realistic example. For

this purpose we use a case study, which is basicallythe same in all Building Operation Tutorial Guides.

TopicsTopics

University X

Requirements and Specifications

Focus of This Tutorial


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3 Our Case Study

3.1 University X

3.1 University X

We are going to install Building Operation as the building management system forUniversity X. The university is a campus of buildings for which heating and coolingare supplied from a Central Plant with an underground distribution system. The

case study focuses on the renovation of the Central Plant and the expansion of theSchool of Business.

Figure: The School of Business and the Central Plant

The Cooling Plant consists of a single chiller with a primary-secondary pumpingsystem. The secondary water loop serves four VAV air handling units with chilledwater coils located in the School of Business. The secondary loop has two waterpumps. Only one pump is required for 100 % of the load. The second pumpprovides 100 % backup. The secondary pumps are variable speed. The primarychilled water loop has a single constant volume chilled water pump. The condenserloop rejects heat by means of a cooling tower. The condenser loop has a single

constant volume condenser water pump. The tower has two constant speed, draw-through fans to increase the capacity of the tower above the natural draft capacity.A diverting valve can be used to protect the chiller from condenser water thermalshock. The water leaving the condenser can be diverted back to the inlet of thecondenser without any cooling effect.



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3 Our Case Study

3.1 University X

Figure: Cooling Plant diagram

The heating plant consists of two boilers in parallel, each with their own inlinepumps. Much of the time only one boiler is required to meet the load but undergreater load, both boilers will operate at the same time. The flow from the twoboilers comes together in a common supply header. There is a line from the supplyheader to the mechanical systems that require a source of hot water. This line hastwo constant volume distribution pumps in parallel. Only one is required to meetthe load. The second is back-up and lead-lag is used to alternate which pumpruns. The water returning from the mechanical systems flows into the return headerwhere it can be pumped by the inline pumps through the boilers. There is acommon line between the supply header and the return header. When the inlinepumps are flowing at a rate that exceeds the distribution pump flow rate, the waterflow in the common line is from the supply header to the return header. When thedistribution pump is flowing at a rate that exceeds the combined inline pump flowrates, flow in the common line is from the return header to the supply header. Eachboiler has its own self contained control system that interfaces with BuildingOperation through a combination of binary electrical control and network variables.The inline pumps are locally controlled by the self contained control system.



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3 Our Case Study

3.1 University X

Figure: Heating Plant diagram

Note

The programs and files that are used for the fictional customer University X areintended for training purposes only.



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3 Our Case Study

3.2 Requirements and Specifications

3.2 Requirements and Specifications

To be able to configure Building Operation for University X, the following devicesand software are used in this tutorial.

3.2.1 Devices Used for This Case Study

The following devices are used for this case study:

Power Supply, PS-24V

Automation Server

I/O Modules:

1 x DI-16

1 x DO-FA-12

2 x UI-8/AO-4

3.2.2 Software Used in This Tutorial

The following software is used in this tutorial:

License Administrator, and a valid license

Enterprise Server

WorkStation

Reports Server

3.2.3 Specifications

You find specifications in the Building Operation datasheets for Enterprise Server,WorkStation, Reports Server, PS-24V Power Supply, Automation Server, and I/OModule Family.



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3 Our Case Study

3.3 Focus of This Tutorial


The university requires reports for monitoring and recording the performance andenergy consumption of the Central Plant. Additionally, they require reports formonitoring and archiving user activities. All reports should be accessible both from

the Internet and WorkStation.In this tutorial, you create dashboard reports that will be generated both manuallyand according to schedule. These reports, which are created from defaulttemplates, will include activities per user, comparison of information captured inextended trend logs, and energy consumption data obtained from power meters.You configure Report Manager and create reports in WorkStation to make thedashboard reports easily accessible in WorkStation.

3.3.1 Pre-existing Database Folders and Programs

For University X, the Enterprise Server called University X ES1 has the following

folder structure:

Figure: University X ES1 and its folder structure

The Automation Server called CPlant AS controls the Cooling Plant and HeatingPlant.

CPlant AS has the following folder structure:



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3 Our Case Study


Figure: CPlant AS and its folder structure

CPlant AS has the following programs for the Cooling Plant:



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3 Our Case Study


Figure: CPlant AS and its programs for the Cooling Plant

CPlant AS has the following programs for the Heating Plant:



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3 Our Case Study


Figure: CPlant AS and its programs for the Heating Plant

3.3.2 Pre-existing Database Objects

For University X, the following objects are available in the Building Operationdatabase prior to the administration of reports:

...University X ES1/Application/Extended Trend Logs/ChwrTempCV ExtendedLog

...University X ES1/Application/Extended Trend Logs/ChwsTempCV ExtendedLog

...University X ES1/Application/Extended Trend Logs/HwrTempCV ExtendedLog

...University X ES1/Application/Extended Trend Logs/HwsTempCV ExtendedLog

...University X ES1/Application/Extended Trend Logs/OaTempCV ExtendedLog



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3 Our Case Study


...University X ES1/Application/Extended Trend Logs/ClgEnergyConsumptionExtended Log

...University X ES1/Application/Extended Trend Logs/HtgEnergyConsumptionExtended Log

...University X ES1/System/Domains/University X Domain/Users/Susan

...University X ES1/System/Domains/University X Domain/Users/Steve

...University X ES1/System/Domains/University X Domain/Users/Richard

...University X ES1/System/Domains/University X Domain/Users/John



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PreparingPreparing EnergyEnergy ReportsReports4

TopicsTopics

Logging on to WorkStation as a Building Operation User

Creating the Energy Folder

Creating a Site

Creating a Meter

Associating an Extended Trend Log with an Energy Meter


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4 Preparing Energy Reports

Our Example

In this chapter, you create the Energy folder, which provides facilities for site energymonitoring. In the Energy folder, you create a hierarchy of sites and meters. Themeter hierarchy provides the source from which energy reports are generated. Inour example, you create a site to represent the Central Plant Building. Within thesite, you create two meters to represent external power meters for the Cooling Plantand the Heating Plant respectively. To obtain data for your reports, you associatean extended trend log with each meter. In our example, the power meters aresimulated by a program.



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4.1 Logging on to WorkStation as a Building Operation User

4.1 Logging on to WorkStation as a BuildingOperation User

You log on to WorkStation to securely access the functions in Building Operation.

Important

Ensure that you have a working and available WorkStation license. A workinglicense is required to log on to WorkStation. For more information, see theLicensestopic on WebHelp.

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For more information, see theLog on to WorkStation or WebStation topic onWebHelp.

In this example, you log on to the Enterprise Server through WorkStation, using thelocal administrator (admin) account.

To log on to WorkStation as a Building Operation user1.1. In the Building Operation WorkStationwindow, clickOther user.

2.2. In the User name box, type the user name. In this example, type admin.

3.3. In the Password box, type the password.

Continued on next page



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4.1 Logging on to WorkStation as a Building Operation User

4.4. In the Server box, enter a server name or IP address. In this example, enterlocalhost.

5.5. SelectRememberme to have WorkStation remember your settings.

6.6. ClickLog on.

7.7. If the Select DefaultWorkspace window is displayed, click the workspaceyou want to have as the default. In this example, clickEngineering.



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4.2 Creating the Energy Folder

4.2 Creating the Energy Folder

You create the Energy folder to provide a receptacle for an energy monitoring sitehierarchy.

For more information, see theAbout the Energy Foldertopic on WebHelp.

In this example, you create the Energy folder under the University X ES1 in theSystem Tree pane. The Energy folder provides the facility for you to create ahierarchy of sites and meters for energy monitoring.

To create the Energy Folder

1.1. In WorkStation, in the SystemTree pane, select the Enterprise Server rootfolder. In this example, select ...University X ES1.

2.2. On the File menu, point to New and then clickEnergy.

3.3. In the Name box, type a name for the Energy folder. In this example, keepthe default name Energy.

4.4. ClickCreate.

You now add sites and meters.

Important

Do not create more than one Energy folder, even though it is possible to do so(future versions may not support multiple Energy folder creation). Furthermore,you must create the Energy folder in the root of the Enterprise Server.

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4.3 Creating a Site

4.3 Creating a Site

You create a site (or a sub-site) to represent the location of a meter, or a group ofmeters.


In this example, you create a site named Central Plant Bldg in the Energy folder.

To create a site

1.1. In WorkStation, in the SystemTree pane, select the Energy folder or a site inthe Energy folder. In this example, select ...University X ES1/Energy.

2.2. On the File menu, point to New and then clickSite.

3.3. In the Name box, type a name for the site. In this example, type CentralPlant Bldg.

4.4. ClickCreate.

You now create a meter or a sub-site.



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4.4 Creating a Meter

4.4 Creating a Meter

You create a meter within a site to represent an external meter.


In this example, you create an electricity meter within the Central Plant Bldg site torepresent an external power meter for the Cooling Plant. In our example, theexternal power meter is simulated by a program.

To create a meter

1.1. In WorkStation, in the SystemTree pane, select the Energy folder or a site inthe Energy folder. In this example, select ...University XES1/Energy/Central Plant Bldg.

2.2. On the File menu, point to New and then clickMeter.

3.3. In the object list, select the type of meter. In this example, selectElectricityMeter.

4.4. In the Name box, type a name for the meter. In this example, typeElectricity Meter Cooling Plant.

5.5. ClickCreate.You now configure the meter.

For this example, repeat the procedure to create an electricity meter to representan external power meter for the Heating Plant. Use the following settings:

Location: ...University X ES1/Energy/Central Plant Bldg

Type: Electricity

Name: Electricity Meter Heating Plant



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4.5 Associating an Extended Trend Log with an Energy Meter

4.5 Associating an Extended Trend Logwith an Energy Meter

You associate an extended trend log with an energy meter to provide the source

from which you can generate energy reports.For more information, see theEnergy Monitoring Reports topic on WebHelp.

In this example, you associate the meter named Electricity Meter Cooling Plant withthe extended trend log named ClgEnergyConsumption Extended Log.

To associate an extended trend log with an energy meter

1.1. In WorkStation, in the SystemTree pane, select the meter with which youwant to associate an extended trend log. In this example,select ...UniversityX ES1/Energy/Central Plant Bldg/ElectricityMeter Cooling Plant.

2.2. On the File menu, clickProperties.

3.3. In the Meter Trend Log box, enter the path of the extended trend log. Inthis example, enter ...UniversityX ES1/Application/Extended TrendLogs/ClgEnergyConsumption ExtendedLog.

4.4. ClickOK.

For this example, repeat the procedure to associate the extended trend log withthe meter named Electricity Meter Heating Plant. Use the following settings:

Location: ...University X ES1/Energy/Central Plant Bldg/Electricity MeterHeating Plant

Meter Trend Log: ...University X ES1/Application/Extended TrendLogs/HtgEnergyConsumption Extended Log



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CreatingCreating ReportsReports inin5WebReportsWebReports

TopicsTopics

Adding a User Account to a User Account Group

Logging On to WebReports

Uploading an Image

Creating an Activities Per User Dashboard Report

Creating a Trend Log Comparison Dashboard Report

Creating a Consumption Dashboard Report

Creating a Monthly Report Schedule


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5 Creating Reports in WebReports

Our Example

If the chilled water and hot water systems are not maintained well, the efficiency ofthe plant declines over time.

In order to regularly evaluate the plant as well as track user actions that may affectthe plant performance, the university requires reports to graphically compare anddisplay extended trend log data.

In this chapter, you create reports for user activities, energy consumption, and trenddata comparisons to evaluate the plant.



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5.1 Adding a User Account to a User Account Group

5.1 Adding a User Account to a UserAccount Group

You add a user account to a user account group to add software permissions and

workspaces to a user.For more information, see theUser Accounts and User Account Groups topic onWebHelp.

In this example, you add the admin user account of the Local domain to the ReportsAdministrators and Administrators user account groups. As a result, the admin useris provided with access to administrative functions on the WebReports menu barand the user is also associated with a workspace.

To add a user account to a user account group

1.1. In WorkStation, on the Tools menu, clickControl Panel.

2.2. On the Control Panel, in the Server list, select the server where the user

account is located. In this example, select University X ES1.

3.3. ClickAccountmanagement.




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4.4. In the Domain list, select the domain the user account belongs to. In thisexample, select Local.

5.5. In the UserAccounts list, select the user account you wish to add to a useraccount group. In this example, select admin.

6.6. ClickGroupmembership.

7.7. In the AvailableUser Account Groups list, select a user account group

and click the Add button . In this example, selectAdministrators andReports Administrators.




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8.8. On the File menu, clickSave.



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5.2 Logging On to WebReports

5.2 Logging On to WebReports

You log on to the WebReports Web site when you want to view and customizereports using your web browser. If you log on using an administrator's account, youcan also create schedules, upload images, create report packs, rename and delete

custom reports, and assign templates to be used with default reports.For more information, see theWebReports User Accountstopic on WebHelp.

In this example, you log on to WebReports using the local administrator (admin)account on the Enterprise Server.

To log on to WebReports

1.1. In the address bar of your Web browser, type the WebReports URL, forexample, http://10.159.17.246/SchneiderElectric/WebReports.

2.2. In the User name box, type your WorkStation user name. In this example,type "admin."

3.3. In the Password box, type your WorkStation password.

4.4. SelectRememberme to save your user name.

5.5. ClickLog on.



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5.3 Uploading an Image


You upload an image when you want to add the image to the Image Library and usethe image in the header of your reports. You can upload one or two images, andthen decide to add the images to the left or right of the header.

For more information, see theReport Imagestopic on WebHelp.

In this example, you upload a University X logo with white background and select touse it on the upper left side of the university's reports.

To upload an image

1.1. In WebReports, on the menu bar, clickImages.

2.2. In the Image file box, enter the image file that you want to upload. In thisexample, enter C:\Project University X\Images\University - X LogoWhite Background small.png.

3.3. In the Image tag box, select a tag to identify the image in the imagedatabase. In this example, select Category1.




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4.4. In the Image name box, type a name for the image. In this example, typeUniversity X logo.

Important

Do not use the name Default as this name is reserved for

Schneider Electric images. Images named Default cannot bedeleted.

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5.5. ClickSave.




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6.6. In the Left image box, select the image that you want to position on theupper left side of the report. In this example, select Category1/UniversityX logo.

7.7. ClickSave.



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5.4 Creating an Activities Per User Dashboard Report

5.4 Creating an Activities Per UserDashboard Report

You create an Activit ies Per User dashboard report when you want to enter and

save filtering criteria, and then run the report in the future based on the samefiltering criteria.

For more information, see theDashboard Reportstopic on WebHelp.

In this example, you create an Activities Per User dashboard report for the usernamed Susan.

To create an Activities Per User dashboard report

1.1. In WebReports, on the menu bar, clickView.

2.2. In the Reports Tree, expand ProductionReports and then selectActivitiesPer User.

3.3. In the Date RangeFilter box, select one of the following filter options todefine the start time and end time for the report:

Select one of the predefined date range filters.

Select Fixed Date, and in the Start Report Date/Time boxes, enter astart date and type a start time. In the EndReportDate/Time boxes,enter an end date and type an end time.

In this example, select the predefined date range filter Last 7 Days.

4.4. In the User box, select the user you want to view activities for. In thisexample, select University X Domain/Susan.

Important

You can only create reports for users that have performed someactions, for example, logged on to the system or created anobject.

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5.5. In the Report View box, select how you want the information to be displayed.In this example, select Graphs and Tables.




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5.4 Creating an Activities Per User Dashboard Report

6.6. In the ShowTop box, select the number of user activities you want in thereport. In this example, select 50.

7.7. ClickSubmit Form.

8.8. ClickSave as.

9.9. In the Report name box, type a folder name and report name for thedashboard report. In this example, type/UniversityX Reports/UserActivities for Susan.

10.10. Select Dashboard report.

11.11. ClickSave as.

12.12. ClickOK.

For this example, repeat the procedure to create Activities Per User dashboardreports for the users Steve, Richard, and John. Use the following settings:

Date Range Filter: Last 7 Days

User: University X Domain/[User]

Report View: Graphs and Tables

Show Top: 50

Report Name: /University X Reports/User Activities for [User]



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5.5 Creating a Trend Log Comparison Dashboard Report

5.5 Creating a Trend Log ComparisonDashboard Report

You create a Trend Log Comparison dashboard report to enter and save filtering

criteria, and then run the report in the future based on the same filtering criteria.For more information, see theDashboard Reportstopic on WebHelp.

In this example, you create the Cooling Plant Load dashboard report.

To create a Trend Log Comparison dashboard report


2.2. In the Reports Tree, expand ProductionReports and then select TrendLogComparison.

3.3. In the Date RangeFilter box, select one of the following filter options todefine the start time and end time for the report:

Select one of the predefined date range filters.

Select Fixed Date, and in the Start Report Date/Time boxes, enter astart date and type a start time. In the EndReportDate/Time boxes,enter an end date and type an end time.

In this example, select the predefined date range filter Last 24 Hours.

4.4. At the Ext. Trend Logs box, point to the green plus sign and then select theextended trend logs you want to compare. In this example, select thefollowing three extended trend logs: ...UniversityXES1/Application/ExtendedTrend Logs/ChwrTempCV Extended

Log, ChwsTempCV ExtendedLog, and OaTempCV ExtendedLog.Continued on next page



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5.5 Creating a Trend Log Comparison Dashboard Report

5.5. In the Report View box, select how you want the information to be displayed.In this example, select Graphs and Tables.


7.7. ClickSave as.

8.8. In the Report name box, type a folder name and report name for thedashboard report. In this example, type/UniversityX Reports/CoolingPlant Load.

9.9. SelectDashboard report.


11.11. ClickOK.

For this example, repeat the procedure to create the Heating Plant Loaddashboard report. Use the following settings:

Date Range Filter: Last 24 Hours

Ext. Trend Logs: ...University X ES1/Application/Extended Trend Logs/:

HwrTempCV Extended Log

HwsTempCV Extended Log

OaTempCV Extended Log

Report View: Graphs and Tables

Report Name: /University X Reports/Heating Plant Load



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5.6 Creating a Consumption Dashboard Report

5.6 Creating a Consumption DashboardReport

You create a Consumption dashboard report when you want to define fixed filtering

criteria, and then run the report in the future with the same filtering criteria applied.For more information, see theDashboard Reportstopic on WebHelp.

In this example, you create the Cooling Energy Consumption dashboard report.

To create a Consumption dashboard report


2.2. In the Reports Tree, expand EnergyMonitoring and then selectConsumption.

3.3. In the Utility Type box, select the utility type. In this example, selectElectricity.

4.4. At the Power Meter box, point to the green plus sign and then select the siteor meter for which you want to see consumption. In this example,select ...UniversityX ES1/Energy/Central Plant Bldg/ElectricityMeter Cooling Plant.

5.5. In the Date Filter box, select one of the following filter options to define thestart time and end time for the report:

Select one of the predefined date range filters. Select Fixed Date, and in the Start Report Date/Time boxes, enter a

start date and type a start time. In the EndReportDate/Time boxes,enter an end date and type an end time.

In this example, select the predefined date range filter Month ToDate.

6.6. In the Group Interval box, select the time interval for grouping the reportdata. In this example, selectDaily.




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5.6 Creating a Consumption Dashboard Report

7.7. In the Consumption Target box, type the consumption goal for the selectedtime range. In this example, type 55000 (kWh).


9.9. ClickSave as.

10.10. In the Report name box, type a folder name and report name for thedashboard report. In this example, type/UniversityX Reports/CoolingEnergy Consumption.

11.11. Select Dashboard report.


13.13. ClickOK.

For this example, repeat the procedure to create the Heating Energy Consumptiondashboard report. Use the following settings:

Utility Type: Electricity

PowerMeter: University X ES1/Energy/Central Plant Bldg/Electricity MeterHeating Plant

Date Filter: Month To Date

Group Interval: Daily

Consumption Target: 15000 (kWh)

Report Name: /University X Reports/Heating Energy Consumption



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5.7 Creating a Monthly Report Schedule


You create a monthly report schedule when you want the schedule to run a reporton a monthly basis on the first or last day of the month, or on both the first and lastday of the month at a specified time.

For more information, see theDashboard Reportstopic on WebHelp.

In this example, you create a report schedule for the Cooling Energy Consumptionreport to run on the last day of every month at 23:59:59.

To create a monthly report schedule

1.1. In WebReports, on the menu bar, clickSchedules.

2.2. In the Select existing schedule box, select NewSchedule.

3.3. In the Report schedulename box, type a name for the schedule. In thisexample, type EndofMonthCooling.

4.4. In the Schedule description box, type a description for the schedule. Inthis example, type Runs the Cooling Energy Consumption report on the lastday of the month.

5.5. In the Select a dashboard report box, select the dashboard report that youwant to schedule. In this example, select/University X Reports/Cooling

Energy Consumption.

6.6. In the Frequencybox, select Monthly.

7.7. In the Start schedule box, enter the date and time to activate the schedule.In this example, enter the current date and the time 23:59:59.

8.8. Select the First box to make the schedule run on the first day of every month.In this example, clear the check box.




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9.9. Select the Last box to make the schedule run on the last day of every month.In this example, select Last.

10.10. In the Report output format box, select the file format to be used when thereport is generated. In this example, selectAcrobat (PDF) File.

11.11. In the Report output destination box, type the directory path on theReports Server for the report output. In this example, type C:\ProjectUniversity X\Reports.

12.12. ClickSave.

For this example, use the End of Month Cooling Energy Consumption schedule asa template to create the End of Month Heating Energy Consumption schedulerunning the Heating Energy Consumption report.

Select existing schedule: EndofMonthCooling

Schedule description: Runs the Heating Energy Consumption report onthe last day of the month

Select a dashboard report: /University X Reports/Heating EnergyConsumption

ClickSave as.

Schedule Name: EndofMonthHeating



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ViewingViewing ReportsReports inin6WorkStationWorkStation

TopicsTopics

Configuring Report Manager

Viewing a Dashboard Report in WorkStation

Summary


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6 Viewing Reports in WorkStation

Our Example

In order to view reports in WorkStation, it is necessary to configure Report Managerin Enterprise Server.

In this chapter, you configure Report Manager and then view a previously createddashboard report in WorkStation. You created the report in the Reports Tree at theWebReports Web site. The report is available in the Reports folder in the SystemTree pane in WorkStation.



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6.1 Configuring Report Manager

6.1 Configuring Report Manager

You configure Report Manager so you can view and create reports in WorkStation.

For more information, see theWebReports Configurationtopic on WebHelp.

To configure Report Manager

1.1. In WorkStation, in the SystemTree pane, expand the System folder.

2.2. SelectReport Manager.

3.3. On the File menu, clickProperties.

4.4. In the Web siteURL box, type the URL of the WebReports Web site, forexample, http://10.159.17.246/SchneiderElectric/WebReports/Login.aspx.

5.5. In the Web service URL box, type the URL of the WebReports Web service,for example, http://10.159.17.246/SchneiderElectric/WebReportsService.

6.6. On the File menu, clickSave.



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6.2 Viewing a Dashboard Report in WorkStation

6.2 Viewing a Dashboard Report inWorkStation

You view a dashboard report to see a report based on predefined filtering criteria.

In this example, you view a dashboard report that you have previously created inWebReports.

To view a dashboard report in WorkStation

1.1. In WorkStation, in the SystemTree pane, expand the Reports folder, andthen expand the folder that contains the previously saved dashboard report.In this example, expand ...University X ES1/Reports/University XReports.

2.2. Select the dashboard report. In this example, select one of the availablereports.



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6.3 Summary

6.3 Summary

You have now created reports that will enable the university to track systemactivities by user, monitor the efficiency of the Central Plant by comparing trend logdata to determine the Cooling Plant and Heating Plant load, and monitor the energy

consumption of the Central Plant by obtaining trend log data from power metersconnected to the Cooling Plant and Heating Plant. You created a monthly scheduleso that the energy consumption reports are generated and saved to a specificlocation automatically.

Finally, you configured Report Manager in WorkStation to make the reportsaccessible not only from the Web, but also from within WorkStation.



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