Reporting and Coach AX

Step 1

Open the report palette and drag and drop a ReportService into the Services section of your station.

Report Service

Double-click on the ReportService to open its WireSheet view.

Step 2

Drag and drop an ExportSource from the report palette into the ReportService.

Export Source

Right-click on the ExportSource and select Views > Property Sheet.

Step 3

You can now setup the schedule for the report. Click the + icon next to Schedule and select how often you want the report generating.

Setup Report Schedule

Step 4

Once you have chosen when to send a report you need to select what to report.

Click the » next to Source.

Select Report Source

Now you can select what to report, a few examples:

• History — use BQL to select history data
• Px Graphics — select the Component Chooser and then locate the Graphic View of the object
• Alarms — use BQL to report alarm data
• BQL query — either enter the BQL directly or select the BQL Query Builder

Once you have chosen what to report click Next (we have chosen to report a history point).

History Report

You will now be given options for how to convert the object you selected into a report.

As we have chosen a BQL query we have options such as HTML or PDF. Other options will be available depending on what you selected.

Export Options

Click Finish.
Click Save.

Step 5

Now that your report is setup you need to decide how to send it. You can either email it or write the report to a file and store it.

Store as a file

To store the report as a file drag and drop a FileRecipient from the report palette next to the ExportSource.

Link the Out of the ExportSource to the Route of the FileRecipient.

File Recipient

Right-click on the FileRecipient and select Views > Property Sheet. Click the folder icon and select where you want the reports saving.

If you leave the Append Timestamp false then the file generated will keep being overwritten by the newer file. If you change this to true then a new file will be created every time.

Send as Email attachment

Open the email palette.

Drag and drop an EmailService object into the Services of the current station.

Drag and drop an OutgoingAccount object into the EmailService object.

Double-click the OutgoingAccount object and enter the email settings.

Outgoing Email Account

Double-click the ReportService and drag and drop an EmailRecipient onto the page.

Link the Out of the ExportSource to the Route of the EmailRecipient.

Email Recipient

Right-click on the EmailRecipient and select Views > Property Sheet.

Enter the email details and select the outgoing email account you just made in the Email Account box.

Email Details