All Units

Introduction 

  1. Architecture

Core Concepts 

  1. Installation
  2. Configuration

Data Connectivity 

  1. Basics
  2. Mitsubishi Electric FA
  3. OPC Classic
  4. OPC UA
  5. DeviceXPlorer
  6. SNMP
  7. Modbus
  8. Web Services
  9. Databases
  10. Other Connectivity Options

Dashboard Visualization 

  1. Basics
  2. Symbols
  3. Commanding
  4. Navigation
  5. Aliasing
  6. Asset Navigator
  7. Alarm Viewer
  8. Grid Viewer
  9. Trend Viewer
  10. Recipes
  11. Schedules
  12. Fault Viewer
  13. Camera Integration
  14. Helper Controls
  15. Advanced Controls
  16. 3D Graphics
  17. Security
  18. Cloning

Clients 

  1. Basics
  2. Desktop Deployment
  3. Web Browser Deployment
  4. Mobile Deployment
  5. KPI Self-Service Dashboard

Data Historian 

  1. Basics
  2. Visualization
  3. Calculations
  4. Data Exchange
  5. Advanced Architectures

Asset Organization 

  1. Basics
  2. Defining Assets
  3. Commanding
  4. Asset Templates
  5. Visualization
  6. Bulk Asset Configuration
  7. Advanced Topics

Alarming & Notifications 

  1. Basics
  2. Hyper Alarm Server
  3. Hyper Alarm Logger
  4. Alarm Visualization
  5. AlarmWorX64 Server
  6. AlarmWorX64 Logger
  7. Converting AlarmWorX64 to Hyper Alarm Server

Helper Modules 

  1. Recipe Management
  2. Scheduling
  3. Triggers
  4. Localization
  5. Unified Data Manager
  6. Workflows
  7. Expressions

Security 

  1. Basics
  2. Security Server
  3. Audit Logging
  4. Securing Data in Transit
  5. Securing Data at Rest

Cloud & IoT 

  1. Basics
  2. Broker Configuration
  3. Data Connectivity
  4. IoTWorX

Reporting 

  1. General
  2. Report Data Formats
  3. Advanced Topics

Automated Transactions 

  1. Basics
  2. Process Files
  3. Processing Data Sources
  4. Notifications
  5. Advanced Topics

Business Intelligence 

  1. Basics
  2. Data Flows
  3. Data Models
  4. Data Views
  5. Visualization

Project Management 

  1. Project Backups

Fault Detection & Diagnostics 

  1. Basics
  2. Fault Rules
  3. Diagnostic Models
  4. Cost Analysis
  5. Visualization

SPC/SQC Analysis 

  1. Basics
  2. Visualization

Energy Analysis 

  1. Basics
  2. Energy Calculation
  3. Visualization
← Return to Reporting
SECTION 1

General

Total: ~31 min

The primary topics needed in order to create a new report template and set up automated execution. This includes all data connectivity and formatting within the template, as well as Workbench configurations.

Introduction to Reports

The ICONICS suite offers a reporting solution where the user can design report templates using an Excel plug-in. The user can download the reports directly from their ICONICS project or schedule reports for automatic execution. Reports support .xlsx, .pdf, .html, .csv file formats.

3:55 min

Create a Configuration

The user creates a report configuration in ICONICS Workbench application. The user can store multiple report templates in the configuration. The ICONICS software supports multiple report configurations that the user can activate/deactivate depending on the needs of the end user.

4:20 min

Create a Report

The ICONICS user creates the report using an Excel plug-in. The user attaches the Excel sheet as the report template in the Workbench. The ICONICS software can store multiple revisions of the report templates.

4:43 min

Parameterized Execution of Reports

The ICONICS user can use parameters to limit the report dataset. Example parameters are a start and end time that define the time range of the report.

4:40 min

Execute and View Reports Using a Browser

The GENESIS64 user can execute and view reports directly from their web browser. ICONICS installs a default display for report execution. Reporting controls and commands also exist in GraphWorX64 so the user can customize their report interface.

2:59 min

Automated Scheduling and Execution

The user can manually fire a report by writing to the reports execution point or subscribing the report to a trigger, schedule, or workflow.

2:57 min

Manage Report Configurations and Templates

The user can use several methods to export report configurations and templates. The user can include configurations and templates when they pack a whole project or export the individual configurations into a text file. The user can import the text file configuration files to the existing project or a new project.

2:03 min

Create Charts in Report

Native Excel charting capabilities are compatible with ICONICS reports, and may be directly configured within the ReportWorX UI to integrate with dynamically populated data.

5:13 min