Solving Automation Reporting Problems with Dream Report Renee Sikes Applications Engineer Dream Report Brand Manager

Agenda Challenges in automation reporting Overview of Dream Report architecture Fast, Flexible and User-Friendly features – Review of previously discussed features – New features: Templates Item Search and Replace Tag Dictionary Custom Archive Import Dynamic Report Generation Live Demo Next Steps Q&A

Reporting for Automation Common Problems –A–Accessing both real-time and historical data from numerous sources –C–Costly to implement –R–Requires IT, programming skills –M–Manual data entry –D–Distribution and automation of reports –R–Resource intensive –C–Costly to maintain –M–Mobile support –Q–Quality support and training –L–Licensing Dream Report is the solution!

Product Architecture Automatically Publish and Distribute Generate and execute Design and configure Data Logger Real-Time Data and Alarms Access existing 3-d party archives Design Reports Configure Data Aggregation Generate Reports HMIs, PLCs, DCS, SCADA, …  Web PortalFile Server PrintersMobile Connect to Data Sources HISTORIAN access OPC HDA ODBC & OLE CSV files Native drivers for proprietary archives REAL TIME data and alarms - OPC DA-AE - Native Drivers Dream Report logger can archive real time data into any open database SQL Server MySQL Oracle Access … Provide Data Provide Reports Design reports in easy environment Use Page Templates Use Report Templates Define and execute periodically any type of calculations: Min, Max, Average, Current, Integral, Duration, Counter, SQL commands, free Mathematical Calculation… Automatically:  On Schedule  On Event Manually:  Select Report  Change period or select batch  Generate new report

Fast, Flexible and User-Friendly Speed up report development time by times – Simple configuration saves time and money – Can save the cost of a full- time job Use in virtually any industry Quickly and easily bring data into valuable, professional looking reports – No specialized knowledge required

Fast, Flexible, User- Friendly: Supported Features Report Templates Virtual Instance Reports Tag Dictionary Item Search and Replace Custom Archive Import Dynamic Report Generation Project Wizard Simple Design Interface Dynamic Data Objects Schedule and Automatic Report Distribution

Page and Report Templates Page templates – save static objects and limited dynamic objects Report templates – Saves all report objects and options for settings Manage objects independently after applying Useful Tip: Use Report templates to move reports between projects

Search and Replace Where it is used: – Report templates – Report objects – Virtual report instances – Tag Dictionary – Dynamic Report Generation Scope of replacement – Single object type – All objects in report – All objects in all reports in the project – One-shot, on demand replacement during report generation

Virtual Report Instances Create multiple pre-defined instances of the same report template Use the same template with different pre-defined tags – Use built-in Search and Replace feature to quickly change out tags

Tag Dictionary Create a single tag dictionary for all reports in project Update all objects in a project using a particular item

Custom Archive Import Periodically import new values from an external database – Prevents data loss – Enables Advanced SQL queries

Dynamic Report Generation Generates reports on demand, where time period is defined by user at runtime – Re-create lost reports – Increase time resolution for detailed problem analysis – What If? scenarios Available in both Runtime Management Console and through Web Portal

Live Demo Dream Report Fast, Flexible, and User-Friendly Features – Templates – Search and Replace – Tag Dictionary – Custom Archive Import – Dynamic Report Generation

What Tools are Needed? Licensing based on tag and web portal count – Contact us to discuss your project Like what you see? Have a project in mind? – Let us show you how Dream Report can solve your reporting needs Free Demo Available – Limits to 25 tags – Development will run for unlimited time, Runtime for 30 minutes at a time

Contact Information & Other Learning Opportunities Questions later? – Renee Sikes – Software Toolbox Tech Support or Product Website – Other learning opportunities – Recording of this webinar – Visit softwaretoolbox.webex.com