Platform 

Accord Reports is a configurable query builder which returns historical information on processes or equipment values in a tabular format.

When a Report is configured it can be setup to be automatically generated to a document, and to be mailed to users. For this the Report must be configured as a Variable type in the time span setting of the Report.

To setup an Automatic Trigger for a Report, click the ‘Report Trigger Management’ shortcut above the right hand side panel in the Report Manager.

There are two types of Trigger; Watched and Scheduled. Watched Triggers occur on PLC Events, and Scheduled Triggers occur when the selected date and time occurs.

In the panel the existing Triggers are shown; a Trigger can be Edited or a New Trigger can be made by clicking on Add

Report - Trigger List

Report Export document type setup:

Report - Export Selection

The document title will be automatically generated, based on the name of the Report

The document type is selected, from PDF, CSV, HTML, XML, and the Separator is for arranging the document title.

The other properties are given as follows:

Item Description
Export To The location in which the report will be exported.
Type The file format for the report.  These can be as follows:

  • Excel
  • Comma Separated Values (CSV)
  • PDF
  • HTML
  • XML
Separator The separating character that should be used to separate the Date, Time and Value (if selected).  These can be as follows:

  • None
  • Blank Space
  • Minus Sign
  • Underscore
Append Date When ticked, Accord Server will include the date the file was generated in its name.  There is a wide range of possible date formats that can be chosen.
Append Time When ticked, Accord Server will include the time the file was generated in its name.  There is a wide range of possible time formats that can be chosen.
Append Value When ticked, Accord Server will include a live PLC based value in its name.  This value can exist in any active project available to Accord Server.
Item Description
Project The project that contains the device whose value will be used as part of the file name.
Group The group type of the device whose value will be used as part of the file name.
Device The device whose value will be used as part of the file name.
Property The property of the device that will be used as part of the file name.  Only numeric based properties will be displayed.

 

Report Export Trigger setup:

Using a Watched Trigger

Report - Trigger Selection

The automatic trigger type is selected from Program and Device in the following:

Item Description
Scheduled When ticked the report will generated based on a schedule, when un-ticked the report will generate based on a PLC event.
Project The project that contains the device whose state will be used to trigger the report.
Group The group type of the device whose state will be used to trigger the report.
Device The device whose state will be used to trigger the report.
Property The property of the device that will be used to trigger the report.  Only Boolean based properties will be displayed.
Report On The action that triggers the report.  This can be either of the following:

  • True -> False
  • False -> True

For example, when set to ‘True -> False’ and the property changes from false to true the Data Reporting module records this as the Start Date of the report.  When the property changes from true to false the Data Reporting module records this as the End Date and generates the report using both dates as the time window for report data.

 

Using a Scheduled Trigger

Report - Trigger Selection Scheduled

The following configurable options exist for a scheduled trigger:

Item Description
Scheduled When ticked the report will generated based on a schedule, when un-ticked the report will generate based on a PLC event.
Start Date The date when the trigger will first generate the report.
Repeat When ticked the trigger will repeat the task after a user defined period of time has elapsed.
Interval The time interval in hours, minutes and seconds in which the report will generate the next report.
End On Date When ticked the trigger will only repeat the task until a user defined point in time.
End Date The date when the trigger will stop processing.

 

Setting up E-Mail for Triggered Reports

Reports can then be mailed automatically to users. Email selection is completely optional and requires an SMTP server to function. The Users and Email addresses are setup already in Server User Management

Report - Trigger E-Mail Selection

The list of Users and Emails is presented and selection of recipients of the report is by selecting the user by ticking the name.