XLReporter

Overview

Design
Report
Manage
Publish

Used in all Industries

Special Features
System Requirements
Licensing Policy

  

 

 

 

 

 

 

 

Features
XLReporter is The Complete Reporting Solution for generating Excel reports.  

XLReporter builds reports in four easy steps:

Design. Design a report template in the comfortable environment of Excel.  Connect to data sources using intuitive point-and-click tools provided.
 
Report.
 
Generate reports from your template on-demand or automatically by the scheduler provided. All workbook and worksheet naming is completely configurable.
 
Manage.
 
Automatically manage raw report data into meaningful information by applying powerful analysis routines. 
 
Publish.
 
Publish your complete report to any local/remote printer, email, web server or convert it to encrypted PDF (no Adobe!) or HTML.
 
Step 1 - Design
Design Report Templates in Excel
Design report templates in the comfortable environment of Excel
Make connections to data servers using the Data Connection configurator
Connect to different Servers simultaneously
Verify the template design before deployment to a live application
Support for international language settings
Define analysis with the Data Management configurator 

more on Data Connections...

Design for Real-time Data Servers
Interface to all leading HMI, SCADA servers and control systems
Full tag browsing capability
Request data directly to cells, or be appended/inserted in rows and columns.

Design for Historical Data Servers
Interface to all leading HMI, SCADA historical servers
Full tag browsing capability
Sampled and raw historical data collection
Support for historical statistics such as maximum, minimum and average
Support for advanced calculations such as peak counts and run/stop times
Time based historical extraction, including “last day” or “current batch”
Drill down report support using the Iterator feature

more on History Groups...

Design for Relational Databases
A powerful Layout Expert greatly assists in the building of templates
Innovative SQL query builder that requires no SQL experience.  More details...
Excel calculations and charts automatically re-scaled to reflect the report data.
Summary reports, cross tab reports, pivot reports and much more.

more on Report Layouts...

Design for XLReporter’s Aggregate Database
Aggregate calculations produced from real-time data.
Calculations scheduled to update periodically or on-demand
Variety of aggregate calculations:
     . Digital Profiler for monitoring ON/OFF counts and durations
     . Difference for integrating totalizers
     . Statistics for calculating process parameters

more on Aggregates...
  
Step 2 - Report

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Report in the Background - Automatically
Generate reports without Excel visible or active
Manage the entire reporting process by the scheduler
    
Periodically, e.g., daily, weekly, monthly
    
Based on alarms and events, e.g., a process condition or exception
    
Based on real-time Server values
    
Based on expressions or calculations
Full flexibility provided by reporting commands
Create workbook and worksheets from templates
Update report workbook and worksheets
Apply analysis to report workbooks and worksheets
Publish completed reports as web pages
Print complete reports to any networked printer
Convert reports to HTML or secure PDF files
Execute any external application
Easily integrate custom macros
Send a ‘report complete’ message to the data Server

Report from scripts/VBA and HMI Displays
Access all reporting commands from a programming interface

Report On-Demand 
Change template parameters without editing the template directly 
Initiate from HMI displays, command line or from within Excel
Select available report templates from lists
Display reports in an integrated view window 

more on Interactive Reporting...

 
Step 3 - Manage

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Turn Raw Process Data into Valuable Information
Define management routines in the Management configurator
Automatically execute from either the scheduler or on-demand 
Automatically apply to report data after “collecting” from the data source
Full support of Management Operations:
Data filtering, eliminates rows of data that do not meet a criteria
Data sorting
Formatting options, including font size, colors and borders
Excel chart fitting to the exact amount of data in the report
much more

Full support of Management Calculations:
Covariance
Correlation
Frequency Distribution
Moving Average
Analysis of variance (Anova)
Calculation of new values and cell formatting based on a lookup table
Integration of custom function(s) for automated report execution
Much more

more on Report Management...

Charting and Excel’s Standard Calculations
Use all the standard features of Excel:
Charting functions for displaying data in graphical form
Over 200 functions to enhance a report

 
Step 3 - Publish

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Publish Reports as Excel Workbooks
File storage to local/networked drives or file servers
Protect reports by using a Workbook pass code
View reports in Excel or Excel Viewer (freely available)
 
Publish to Printers
Print reports to any local or remote (network) printer
 
Publish as Secure PDF Files
Adobe Acrobat not required for PDF generation
Create PDF files automatically or on-demand
Protect reports with selectable encryption levels
 
Publish as Web Pages
Available as a standard feature
Save the entire workbook or a single worksheet to HTML
Append worksheets to an existing HTML file
Support for Java or VB scripting inside the report template 
View reports with any standard web browser such as Internet Explorer
 
PDF Viewer – The Secure Viewer
View published PDF reports in a secure viewer
Select reports from pre-configured lists, no need to browse the file system
Launch from a HMI display by a pushbutton or script

XLViewer – The Secure Viewer
Available in XLReporter Suite/ Professional or available as an option
View complete reports in a secure environment 
Specify layout and file accessibility with a configurator
Select reports from pre-configured lists, no need to browse the file system
Protect reports from modification
Launch XLViewer from a HMI display by a pushbutton or script
 
XWeb Director – Web Enable Reports
Available in XLReporter Suite/Professional or available as an option
Specify layout and file accessibility with a configurator
Automatically update report index pages
Navigate instantly to any web enabled report

view a framed example
view a non-framed example

XMailer – The Automated Postmaster
Available in XLReporter Professional, or available as an option
Specify recipients, messages and report file attachments in a configurator
Send the report automatically or on demand

XFiler – The Complete File Management System
Available in XLReporter Professional or available as an option
Full management of files and resources of a hard drive
Specify management rules in a configurator
Extensive list of commands such as ‘Move’ and ‘Copy'
Perform maintenance in the background, periodically or triggered on event.

 
Special Features

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Status Logs
Historically logging of every reporting transaction
Invaluable tool for tracking system failures

The Iterator
The results from one report are used as input to another
Create drill down and batch reports
Easily join information from disparate databases 

 
Used in all Industries

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Water and Wastewater – EPA and Regulatory Agency reports
Automotive – Production counts, utilization, SPC and quality reports
Material Handling - Material flow rates, machine efficiency and usage reports
Building Controls and HVAC – Energy usage, efficiency and maintenance reports
Security – Personnel and time reports
Power - EPA and maintenance reports
Government – Government regulatory reports
Chemical/Oil/Gas – Production reports and custody transfers
OEMS & Machine Builders – Downtime, SPC and Six Sigma reports
Biotech, Food and Pharmaceuticals – FDA 21 CFR part 11 and EC 178 reports.
 
 
System Requirements

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Microsoft Excel 2000, 2003, 2007 and above
Microsoft Windows NT, 2000, XP, Vista and above
 
Licensing  

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Evaluation License
In evaluation mode, all the functionality provided with the full license of XLReporter is available. However, the software is only registered for a period of 120 minutes, with a limit of 15 tags. When the registration expires, the evaluation period may be restarted. Any development performed in evaluation mode can be used later with the full license.

Full License
A full license allows unlimited report generation from a licensed computer. Since the generated reports are in an industry standard format, they can be viewed from any networked PC without additional licenses.

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