Video Library

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Welcome to XLReporter

welcome to the next generation of reports, forms and dashboards.

Training

Training videos are based on the XLR User Results documentaion (see Documentaion in the Project Explorer). They provide step-by-step instruction on how to configure report templates, how to schedule them for automatic and on-demand reporting and various ways they can be distributed.
  • Course 101: Prerequisites
    play_s.pngProject Explorer The Project Explorer provides all the tools to create reports
    play_s.pngCreate a Project Creating a project is the first step
    play_s_amber.pngData Connector Data Connectors represent the reports data source
    play_s.pngTemplate Design Use "out-of-box" templates provided in the Library or design a custom template in the Microsoft Excel
    play_s_amber.pngScheduler The scheduler automates reporting and distribution by processing commands periodically or on events
    play_s_amber.pngData Placement Position report data in a report using a variety of methods e.g., row on the hour of a day
    play_s_amber.pngReport Names Select dynamic report names as a combination of text, dates and process values e.g., Lot ID
  • Course 102: Report from Process Data
    Report directly on process data (PLC) without a Historian or Relational Database.

    Topic 1: Report in Minutes with Template Library

    play_s.pngSummary Report Create a daily summary report from real-time data source with "out-of-box" templates.
    play_s.pngAdd Data Columns Modify the report by adding additional columns to the summary table

    Topic 2: Report Values Over Time

    play_s.pngSummary Report Create summary reports by logging process data over a period of time. Workbooks and worksheets are managed automatically.
    play_s_green.pngIntermediate Calculations Modify the report by adding intermediate Excel calculations.
    play_s_green.pngSummary and Chart Modify the report by adding an Excel chart and Excel formula to the summary table.

    Topic 3: Report Values on Event

    play_s.pngEvent Report Create summary reports by logging process data on events in the process. Workbooks and worksheets are managed automatically.
    play_s_green.pngSummary and Chart Modify the report by adding an Excel chart and Excel formula to the summary table.

    Topic 4: Report Values During Cycles

    play_s_amber.pngRegister Variables Register Variables are placeholders for parameters. Use in a report names, the period of a report, as report filters and more.
    play_s.pngCycle Report Create summary reports by logging process data during a cycle in the process e.g., batch. Workbooks and worksheets are named using a cycle ID.
    play_s_green.pngUser Comments Add annotation, such as user comments, to reports even while they are being updated.

    Topic 5: Real Time Dashboard

    play_s.pngWeb Dashboard Show real time information in web dashboards and make it available on mobile devices.
  • Course 103: Report from Historians
    Report on historian data to produce key performance indicators, summary values and trends.

    Topic 1: Report in Minutes with Template Library

    play_s.pngValues Report Create reports from historical data using "out-of-box" templates.

    Topic 2: Report Summary Values Over Time

    play_s.pngSummary Report Create summary reports containing "out-of-box" calculations. Workbooks and worksheets are managed automatically.
    play_s_green.pngCalculations and Charts Modify the report by adding intermediate Excel calculations, charts and formula.

    Topic 3: Report On Disparate Data

    play_s.pngProcess Book A process workbook contains a collection of reports on various aspects of the process e.g., summary values, trends and operator events.

    Topic 4: Report On Event

    play_s_amber.pngDate Time Variables A Date Time variable can be used to capture when process events occur and be used as the report time period.
    play_s.pngDiscrete Report The time period of discrete reports depends on events in the process e.g., start/end of batch, start/stop of a machine cycle.
    play_s.pngSimulating Discrete Reports XLReporter's PLC simulator is used to simulate the creation of discrete reports.
  • Course 104: Report On-Demand and Dashboards
    Report on-demand and empower users with information about the process.

    Topic 1: On Demand Report in Minutes with Template Library

    play_s.pngSummary Report Create on-demand report templates with "out-of-box" templates. Deploy the templates across the network to authenticated users.

    Topic 2: On Demand Reports with Template Studio

    play_s.pngSummary Report Create on-demand report template that let users create custom reports by specifying their own parameters.
  • Course 105: Publishing Reports
    Deliver finished reports automatically by email, ftp and printer. Publish them for access by web browsers and smartphones.
    play_s.pngPublishing Overview XLReporter has a number of automatic and on-demand publishing options such as e-mail and ftp.

    Topic 1: Email and SMS

    play_s.pngSetup Email Server Setup email server for automatic sending of reports.
    play_s.pngEmail Reports on Time Email reports automatically on time to ensure the right report, reaches the right person at the right time.
    play_s.pngEmail Reports on Event Email reports automatically on events to ensure the right report, reaches the right person at the right time.

    Topic 2: FTP Transfer

    play_s.pngAutomatic FTP Transfer Schedule the automatic transfer of a report to a FTP Server.

    Topic 3: File Management

    play_s.pngAutomatic File Compression Schedule automatic file compression and archiving.
    play_s.pngAutomatic File Transfer Schedule automatic file transfer to a server.
  • Course 106: PanelView Plus
    Use "stitching" technology to make the individual logs appear as a single data entity.
    play_s.pngLogging Process Data Data logging is performed by the DataStore Plus, configured in the PanelView Plus.
    play_s.pngProducing Reports Data transfer and report generation is performed automatically by XLReporter.