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

2. Challenges in automation reporting
Agenda
Challenges in automation reporting
How Dream Report meets these challenges
Real examples of Dream Report in use:
Energy Consumption Management
OEE and Performance
Preventative Maintenance Reports
Sales information
Q&A

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

5. Challenges in automation reporting
Agenda
Challenges in automation reporting
How Dream Report meets these challenges
Real examples of Dream Report in use:
Energy Consumption Management
OEE and Performance
Preventative Maintenance Reports
Live Demo
Commercial Review
Q&A

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

7. Solution: Breadth and Depth of Data Connectivity Options
Aggregates data from real time data sources, and existing historical sources
Access process and alarm data
Designed for both Continuous and Batch processes
Complements existing SCADA and MES applications

8. How? Variety of Data Types and Sources
Supports direct connection to existing OPC data sources
OPC DA, OPC HDA, OPC A&E
Can be connected to one or multiple ODBC databases
SQL Server, Oracle, MS Access, etc
Built-in custom drivers for connecting to a variety of historians
Ex. iFix/Proficy, Emerson, Pi, etc.

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

10. Solution: Reduce Engineering Time
Speed up report development time by times
Quickly and easily bring data into valuable, professional looking reports with Project Wizard
Use in virtually any industry

11. How? Project Wizard Quickly develop project basics
Continue design in normal working mode
Easy-to-use, intuitive wizard
Project Name
Connect to a Data Source
Define Data Archiving Parameters
Define Batch Information
Report Design

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

13. Solution: Provide easy to use interface
Dream Report offers many integrated tools to make analysis of data painless
Simple design interface
Dynamic Data Objects
Perform simple or complex calculations
Basic Math
Complex Expressions
“Smart” functions

14. How? Dynamic Data Objects
Automatically extract data from data source to build reports dynamically
Simple to add to a report
Simple configuration windows
Display values in widget format
16 Different Dynamic Object Types with 100s of configuration options
Simple Statistical Objects
Compound Data
Expression Data
Dynamic Text
Page Number
Advanced SQL Condition
Date&Time
Item Table
FreeTable
Automatic Statistical Table
Step Table
SQL Query Table
AlarmTable
Pie Graph
Bar Graph
Line Chart
Indicator

15. How? Automatic Setpoint Analysis
Smart analysis of processes based on a stability setpoints
Automatic detection of stability periods, as well as entry and exit points of those stability periods
Calculate ROC before and after setpoint
Automatically determine process success or failure based on setpoints

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

17. Solution: Manual Data Entry Options
Dream Report 4+ provides new Manual Input driver
Writes values directly to database
Provides a Manual Values Editor to enter values
Desktop and web portal interface

18. How? Manual Values Editor
Use date/time picker to set timestamp of data
Manual driver tracks
Original Values
Each value correction operation
Separate timestamps of the operation and the value associated time
Extract manual values for reporting by:
All values
Only original values
Only validated values
Only non-validated values

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

20. Solution: Scheduler and Automatic Distribution Methods
Automatically generates and distributes .pdf, .xls, and web-enabled reports
Automatic Schedule
Distribution Methods
Dynamic Report Generation
Web Portal

21. How? Automatic Report Generation
Generate on a schedule
Any time period, and combination of week days
Monthly, yearly, weekly, daily
Generate on a specific time interval
Define as many generation periods as you want
Generate on event
Use a data source item as a trigger for report generation

22. How? Automatic Report Distribution
Distribute reports to:
Web
Print
File Server
Combine distribution methods for increased reliability

23. How? 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
Available in both Runtime Management Console and through Web Portal

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

25. Solution: Reduce Resource Requirements
System Resources
Dream Report does not require a dedicated server class machine
Run on the same machine as OPC server, SCADA or historian
Human Resources
No specialized knowledge required
Simple configuration saves time and money
Can save the cost of a full-time job

26. How? Report Templates Create Page and Report templates
Add features such as:
Header and footers
Report Settings
Tag Dictionary
Excel Export Settings
Save the template in a protected format

27. How? 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

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

29. Solution: Provide Tools for Easy Maintenance
Dream Report creates and manages files and folders for you
User Management
Audit Trail and Version Control
Hot backup Configuration

30. How? File Folder management
Automatically name report files
Automatically copy reports to a backup location
Automatically create yearly or monthly sub folders
Automatically delete old files

31. How? User Management
Define Users and User Group Authorization for access to different project module
Control access to:
Designer Studio
Data configuration
Runtime engine: generating reports and stopping the engine
Web Portal
Define access rights for individual reports within a project

32. How? Audit Trail and Version Control
Track design versions of the report
Log and track all changes between versions
Roll-back to a specific version number
Version Control Elements:
Object configurations(tags, times, appearance, etc)
Deleting an object
Adding a new object
Moving an object location
Audit Trail Logs:
Version ID
Timestamp
User name
User comment
Modification Type
Object Type
Modification Description

33. How? Hot Backup Configuration
Increase reliability of your reports
Run a reporting station as a redundant system, tied to a main station
User defined rate for ping frequency to verify that primary node is running
Does not duplicate data or reports

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

35. Solution: Provide Mobile Interface
Dream Report lets you access your reports from anywhere in the world
Access .pdf or Excel reports through the web
Publish to Intranet or Internet

36. How? Web Portal
Ideal solution for distributing and sharing reports over the Internet/intranet
Password protected to display only authorized reports
Visualize existing reports from the project from any web-enabled device
Generate any report on user demand in real-time
Manually enter data and log to a database

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

38. Solution: Backed By Software Toolbox
Full documentation provided
Software Toolbox Sales and Technical Support Team
Two hour target support response time:
Average over 2011 ≈ 1 hour

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

40. Solution: Easy Licensing Options
Dream Report offers several options:
Hardware Key
.dat file software license
Link to customer external license
iFix
Wizcon
PcVue

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

42. Challenges in automation reporting
Agenda
Challenges in automation reporting
How Dream Report meets these challenges
Real examples of Dream Report in use:
Energy Consumption Management
OEE and Performance
Preventative Maintenance Reports
Sales Information
Q&A

43. Energy Efficiency Reporting
Saving Energy requires:
1. Measure Energy Consumption
2. Locate cost centers and analyze them
3. Work out optimization decisions
4. Measure energy saving effect

44. Measure Energy Consumption
Integrated tools to get counter information
Automatic built-in “smart functions” to calculate consumption
Calculate and Display energy consumption as: - Numeric value - Chart - Bar graph - Dashboard - Energy Indicator
Integrated functions to calculate produced energy (for heating)
Integrated functions to calculate produced emission (for heating)

45. Locate Energy Cost Centers
Compare Energy Consumption between similar facility units
Compare energy consumption for the same unit for different periods
Use integrated reporting tools to measure Energy Efficiency:
Energy Signature
Energy Indicator

46. Example Reports

47. Operating Efficiency Evaluation and Performance
Dream Report has integrated built-in tools to calculate:
Equipment Running time
Equipment Down Time
On Counter/Off Counter
System Availability
Product KPIs
Conditional calculations

48. Proactive Maintenance Reports
Automatic report generation and distribution upon calculated OEE data
Generate and send report as soon as up time reached pre-defined value
Generate and send service request upon equipment running time
Let system analyze and control maintenance of your equipment for you

49. Challenges in automation reporting
Agenda
Challenges in automation reporting
How Dream Report meets these challenges
Real examples of Dream Report in use:
Energy Consumption Management
OEE and Performance
Preventative Maintenance Reports
Sales Information
Q&A

51. What Tools are Needed? www.softwaretoolbox.com/DreamReport
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
Remove pricing info. Contact us for one to one meeting

52. 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