The Reports module is a comprehensive feature designed for creating, configuring, and managing a variety of reports. Seamlessly integrated with other modules, it enables users to generate PDF and text reports, interact with XML and JSON files, consume web services, and provide data to external applications. The intuitive configuration workflow simplifies the process of creating report forms, saving and visualizing reports, and generating WebData definitions.
In addition to promoting data exchange between systems by allowing users to publish and consume WebData objects, the Reports module also supports runtime execution, integration with PDF viewers and web services, and customizable advanced features. To assist users in overcoming potential challenges and optimizing their report management experience, the platform includes a dedicated section on troubleshooting and best practices for the Reports module, covering common issues, solutions, recommendations, and dataset report runtime attributes.
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The Report module offers powerful data presentation and exchange capabilities through Forms and WebData, allowing users to visualize and interact with their industrial data efficiently.
Forms are customizable, interactive templates used to create reports and capture user input in FactoryStudio. They can be designed to display real-time or historical data, and may include a variety of UI components such as text boxes, drop-down lists, radio buttons, and more. Forms can be used for various purposes, such as generating equipment performance reports, logging operator actions, or submitting maintenance requests.
WebData enables the exchange of data between the SCADA system and external applications or services using web-based communication protocols like HTTP and RESTful APIs. With WebData, users can access and visualize their industrial data in a web browser or integrate it with other software systems such as enterprise resource planning (ERP) or business intelligence (BI) tools. This facilitates data sharing and collaboration across different departments and platforms, ultimately streamlining operations and decision-making processes.
The Report module in FactoryStudio offers various powerful features, including:
Create visually appealing and informative reports in PDF or text format, complete with charts, tables, and other graphical elements, to effectively communicate insights from your data.
Easily exchange data between FactoryStudio and external systems by importing and exporting information in standard XML and JSON formats, enabling seamless data integration and management.
FactoryStudio's Report module enables seamless interaction with web services, facilitating data exchange with external applications and supporting various architectural implementations.
Leverage the power of web services to interact with external applications or systems, allowing FactoryStudio to access, manipulate, and share data through standardized communication protocols like HTTP and RESTful APIs. This enables integration with diverse software systems such as ERP, BI tools, and custom applications, enhancing data sharing and collaboration.
FactoryStudio's web services integration supports various architectural implementations, such as Service-Oriented Architecture (SOA) and microservices. This flexibility allows for seamless integration within existing IT infrastructures, accommodating the unique requirements of each project and promoting a scalable, modular approach to system design.
Proper configuration of the Report module is essential to ensure efficient and reliable data presentation and exchange.
This section will guide you through the configuration process for each subtopic:
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You create text, formatting, and values using the text editor. To create or edit a report:
Report Configuration Properties | |
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Field | Description |
Name | Enter a name for the report. The system allows you to know if the name is not valid. |
Padding | Select padding when replacing a tag name with its value (the field for a tag will have the same number of spaces as the tag name is long).
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SaveFormat | Select the report format:
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SaveFileName | Enter a string and {ObjectProperties}. Use the full path. |
SaveTrigger | Enter an object property that will be the trigger. |
Append | Enter the file to append the report |
Size | Report size configuration. |
EditSecurity | Check what user groups can edit the report |
Header | Choose another report to be the Header. |
Footer | Choose another report to be the Footer. |
Legacy | Read-only. Show if the report is a legacy. |
Description | Enter a description of this report. |
To change the report format between “portrait” and “landscape”, you need to change it in both NovaPDF (printer used by our Platform ) and the target printer.
Check How to Use Reports for additional information.
In the Forms Editor, you can design your form layout by dragging and dropping UI components (e.g., text boxes, drop-down lists, charts) from the toolbox onto the form canvas, and configure the properties of each UI component, such as data binding, appearance, and behavior.
To use the text editor:
Check Dynamic Cell Colors in Reports for additional information.
Name | Provide a unique name for your Web Data entry. |
Encoding | Select the appropriate encoding for the data exchange. |
DefaultURL | Enter the default URL for the data source. |
Authorization | Configure any required authorization settings. |
Headers | Specify any additional headers needed for the data request. |
SaveFileName | Define the file name for saving the data. |
TemplateID | Associate a template ID with the Web Data entry. |
Description | Add an optional description for the Web Data entry. |
In the Web Data Editor, you can create, modify, or delete data entries according to your project requirements.
Check the WebAccess REST API page for additional information.
The Reports Monitor allows you to manage and control report entries, providing an overview of the status and results of each report.
Name | The unique name of the report entry. |
Disable | A checkbox to enable or disable the report entry. |
SavedFileName | The file name of the saved report data. |
LastStatus | The last status of the report entry, such as "Success," "Running," or "Error." |
LastStatusMessage | A message providing additional information about the report entry's last status. |
Manage individual report entries using the "Play," "Pause," and "Stop" buttons located above the spreadsheet. These buttons allow you to manually start, pause, or stop report execution.
Review the status of each report entry to ensure successful execution and identify any issues that may require attention.
By utilizing the Reports Monitor, you can keep track of report execution and quickly identify and address any issues that may arise, ensuring smooth operation and accurate data presentation.
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The Report module may encounter some issues in its operation. Here are some common issues and their troubleshooting:
Solution
To ensure the smooth operation of the Report module, follow these best practices:
Recommendations
The Report namespace exposes properties and methods of the .NET objects used by the Dataset Module execution. For more information on namespaces and objects, go to Objects and Attributes.
This section describes only some commonly used properties, for the full list properties and methods, go to the Namespaces Reference.
Report Module Properties examples | ||
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Property | Type | Description |