A Report Profile can be configured to meet your reporting requirements. Its settings include the type of report, the Monitored Assets included in the report, and how frequently a new report is generated. A Report Profile can also be configured to generate an email notification to specific users when a new report is generated.
To view a report, your User Profile is required to be assigned to the Business Unit or Location of the Monitored Assets that are included in the report. Commonly you are only assigned to what you are responsible for.
Go to Reports > Active.
To view or update a report profile, select the Name link of the Report Profile.
To create a new report profile, from the bottom section select + New. A new Report Profile is displayed.
Select the Report Type, which identifies the unqiue report. Settings may vary by Report Type.
Enter the Interval settings .
Set how often a new report is generated. There are four options, including manual, daily, weekly and monthly. The manual frequency can be set to a specific date range for several report types.
Manual: Report is not system generated. To generate the report, the Run Now function is required to be performed by a user. Several report types also allow manual reports to be configured for a specific date range, including data for the current day. To configure a report for a date range, from the Report on Previous setting, select the option Specific Dates.
Daily: Report is generated each day at the specified time of the day.
Weekly: Report is generated once per week on the specified day of the week and time of the day.
Monthly: Report is generated monthly on the specified day of the month and time of day.
Report on the previous (selection) of History
The number of days, weeks, months, or specific date range of history included in the report.
Days: Includes data from the number of days selected, excluding the day the reported is generated on.
Weeks: Includes data for the number of weeks (7 days in each week) selected, excluding the day the reported is generated on. For example if a report is set to include 2 weeks and is generated on a Monday, the report will include the last 14 days of data ending on Sunday.
Months: Includes data for the number of months selected based on the day the report is set to be generated on. For example, if set to include 1 month and generated on the tenth day of the month at 8:00 am, the report data starts on the tenth day of the previous month and ends on the tenth day of the current month at 8:00 am.
Calendar Weeks: Includes data from Sunday to Saturday (inclusively) for the number of weeks selected. For example if set to include 2 calendar weeks and generated on a Monday, the report includes data from Sunday to Saturday for the previous 2 weeks.
Calendar Months: Includes data from the start of the month to the end of the month (inclusively) for the number of months selected. For example if a report is set to include 2 calendar months and generated Monthly, the report will include data for the two prior months.
Specific Dates (only available for Manual generation frequency): Includes the data for the date range set in the From and To settings.
Custom day boundary
Only applies to the Asset Summary Report
Sets the 24-hour time period for each day.
Example of when the Custom day boundary setting would be enabled
Staff reviews the daily Asset Summary Report at 7 AM each morning to confirm no temperature excursions had occurred overnight. By default, the daily report will include the readings for the previous 24-hour calendar day, which would be from 12:00 AM to 12:00 AM. Since they need to also verify readings from overnight (after 12 PM), the Custom day boundary setting is needed to be enabled and the 24 hour time period would be set 8 AM to 8 AM to confirm no temperature excursions had occurred overnight. With this configuration, the daily Asset Summary Report would then include all readings logged starting at 8 AM of the previous day to 8 AM of the day the report is generated.
Additional consideration: sensor check-in frequency
To ensure reports include all logged readings for the specified 24 hour period, the sensor's Check-in Interval frequency must be set to 1 hour. When set to 1 hour, all logged readings are sent to OneVue hourly. By default, this setting is set to every 8 hours. When set to a 1 hour Check-In frequency, Primex recommends a sensor is powered by AC or PoE.
Add users that are to receive an email notification when a new report is generated. To add a user, from the Add Users drop-down list select a user and select Add. All users added are displayed.
Add the data that is to be included in the report.
What (varies by solution & report type)
This selection identifies what the report will include. What's displayed will vary based on the report type selected. The report type selected is based the OneVue solution deployed at your facility.
To add items to the report, select the options available from the drop-down list and repeat as required. The table will list what's included in the report.
OneVue Sense: add Monitored Assets.
OneVue 72MHz Sync: add Transmitters.
OneVue Bluetooth Sync: add Bridges, Clocks, and Repeaters.
OneVue Notify with Critical Notifications: add InfoBoards and Transmitters.
OneVue Notify with Bell Scheduling: add Bell Controllers and Zones.
If a Business Unit or Location is added, all items assigned to the Business Unit or Location are included. If a Business Unit or Location is a parent to other Business Units, all of its child Business Units or Location assigned items are included. Adding a Business Unit(s) can simplify managing what's included, eliminating the need to add single items individually.
Fields to Include
The fields to be included in the report and the fields available vary by the selected report type.
Not available for all Report Types
The single field report data is sorted by
Not available for all Report Types
The single field report data is grouped by. The report is grouped in sections by the field selected and the sections are sorted alphabetically in ascending order.
States to Include
Only applies to Asset Summary Report and Monitored Asset Exception Report
Sets the Monitored Assets to be included by their State for the report time period. By default, Normal, Warning, and Alarm are selected which indicates Monitored Assets in all three state will be included in the report. To exclude a state, deselect its checkbox.
When done, select Save.