Adding a new report

Add new reports to meet your needs for reporting on specific data or for specific report formats. For example, create reports for power quality, energy consumption, power demand, breaker monitoring, and many other applications.

To add a new report:

In Reports, open the Report Library and navigate to the folder where you want to add the report.
(Optional) Add a new folder by clicking Add Folder at the bottom of the library panel, or by clicking Add Folder in the Options menu at the top of the library.
In the Report Library, click Add Report at the bottom of the panel, or click Add Report in the Options menu at the top of the Library. This opens Add Report - Report Template Selection.
In Add Report - Report Template Selection, find and select the report template you want to use for the new report, and click OK. This opens the report template and the Report Settings for the new report.
In the report template, enter and select the input parameters that you want to use for the new report.
NOTE: The number and type of input parameters are report template specific.
(Optional) Click Generate Report to test the report output and adjust the input parameters if necessary.
In Report Settings, enter a report Name, select a Location and access permissions, and select which report inputs you want to save with the report.
NOTE: Saved inputs are stored with the report and reused every time the report is generated. To change saved input values for an existing report, see Editing a report. Inputs that are not saved must be entered every time the report is generated.
NOTE: A public item is visible to all users in your user group. A private item is visible to you and any user in your user group with Edit permissions on this item type. See Default User Access Level Privileges and Customizing Access Level Privileges for details.
Click Save in Report Settings to save the report.