Instant Report Generation

The Instant Report Creation page allows you to generate reports instantly using data available on the platform for a selected date range. Generated reports can be downloaded in PDF, Excel, or CSV format and optionally shared via email.

Instant Report Creation

The report creation screen allows you to configure the report type, report template, date range, format, data resolution, and scope from a single interface. The report is generated immediately based on the available system data.

Instant Report

Generate the report you need in just a few steps

The Instant Report Creation screen allows you to select the report type, configure filters, and export the generated report in your preferred format.

1

Report Type

Defines the category and content type of the report to be generated.

2

Report Template

Quickly generate reports by selecting one of the predefined report templates.

3

Date Range

Specifies the start and end dates to be included in the report.

4

Report Settings

Configure format, data resolution, scope, and additional options from a single screen.

Report Components

Each configuration field directly affects the content and scope of the generated report. Proper configuration helps you access the required data more efficiently.

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Report Type

Filter
Defines the category of the report. Different report types such as Production, Alarm, Energy, Performance, Telemetry, Comparison, Consumption, and Custom can be selected.
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Report Template

Template
Report templates provide predefined report structures for common use cases. You can choose from templates such as Alarm Report, Energy Analysis Report, Daily Production Report, Weekly Summary Report, Monthly Summary Report, and Performance Report to speed up the report creation process.
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Date Range

Time
Select the start and end dates to determine which records will be included in the report. Only data within the specified period is processed.
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Data Resolution

Analysis
Allows data to be grouped hourly, daily, weekly, or monthly so reports can be generated with the required level of detail.

Report Creation Workflow

Follow the steps below to generate an instant report. Each step ensures that the report is created using the correct filters.

Select Report Type

Choose the report category that matches your needs.

Select Template

Choose one of the predefined report templates.

Configure Filters

Set the date range, resolution, and scope.

Generate Report

Generate, download, or share the report.

Scope and Output Settings

Scope and output settings determine which data will be included and how the generated report will be used.

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Scope

Data
Reports can be generated for the Entire System, Facility, Plant, or Device. An ID must be provided when selecting Plant or Device scope.
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Report Format

Output
Reports can be downloaded in PDF, Excel, or CSV format. Select the format that best fits your reporting requirements.

Additional Options

Optional features can be included to enrich the generated report and provide more detailed analysis.

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Include Charts

Visualization
Adds charts to the report, making numerical data easier to analyze and visualize.
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Include Statistics

Analysis
Includes summary information such as minimum, maximum, and average values alongside the raw data.
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Send by Email

Sharing
The generated report can be automatically sent to specified email addresses. Recipient email addresses must be provided when this option is enabled.

Things to Consider

Scope Selection

When Plant or Device scope is selected, the corresponding resource ID must be provided to generate the report correctly.

Email Delivery

When the Send by Email option is enabled, all recipient email addresses must be entered correctly.

Data Resolution

Choosing Hourly, Daily, Weekly, or Monthly resolution directly affects both the report size and the level of analysis provided.

Conclusion

The Instant Report Creation feature allows you to generate reports using current platform data with the desired filters. Reports can be downloaded, shared, and used in different analysis processes without creating a scheduled report.

Instant Report Generation | SolarTools