Report Creation and Generation 9300 Series User’s Guide
Page 96 Chapter 4 - Using ACCESS Software
Report Creation and Generation
These steps are used for creating all report types . Be sur e to k now whi ch l og(s ) yo u
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 procede 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 checkbox.
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 checkbox for Interactive Date Range on the Advanced tab, you are prompted to select
the date range within the Interactive Date Range screen.