Report Creation and Generation

ION 7500 / ION 7600 User’s Guide

 

 

Report Creation and Generation

These steps are used for creating all report types. Be sure to know which log(s) you use for the report you are creating.

NOTE

If you are creating an Energy and Demand report, complete the steps under “Creating a Time of Use

Schedule” (following “Creating a Report”) before you proceed with creating your report.

Creating a Report

1.Start Reporter.

2.Select the report type you want and click Copy.

The pre-configured reports include some basic programing to simplify the customization process. It is recommended that you create a copy prior to making changes, leaving the default report unmodified.

3.Click the Properties button (while your copy is selected). The Report Properties dialog box appears.

On the General tab, it is recommended that you change the default report name to distinguish it from other reports you may create.

4.Click New from within the Database Queries section. The Database Query Properties dialog box appears.

5.Select your DSN (Data Source Name). This is the name of your database file or archive.

6.Select the appropriate Log file(s) for the report. Click OK to close the Database Query Properties dialog box.

7.Click on the Distribution tab and select the appropriate check box.

You may need to provide more information, such as a destination folder or email address, depending on your distribution method.

8.Make any changes you require on the Advanced tab and write any information you desire on the Notes tab.

9.Save your new report template.

Generating the Report

1.Select your report from the list.

2.Click Generate.

The Report Generator extracts the requested information from the database, applies the TOU (if required), and displays the report in Microsoft Excel. Larger reports with many queries may take a few minutes to complete.

NOTE

If you selected the check box for Interactive Date Range on the Advanced tab, you are prompted to select the date range within the Interactive Date Range screen.

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Chapter 4 - Using ION Software

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Multi-Tech Systems 7600, 7500 manual Report Creation and Generation, Creating a Report, Generating the Report

7500, 7600 specifications

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