Create and view basic reports

Create basic reports and save report configurations using a Web browser such as Chrome.

For information on interacting with the reporting Web application in the Power Operation Runtime, see Set up the Power Operation Runtime for basic reports.

You can create basic reports in two ways:

  1. Run a new report by entering parameters
  2. Run a report from a saved configuration

If you plan to view a basic report using Rapid Access Labels (QR codes), you must save a configuration. After it is saved and you generate a rapid access label, do not change the configuration name. If the configuration name is changed, you must generate a new rapid access label.

NOTE: For Windows 2008 R2, Windows 7, or Windows XP operating systems, additional formatting might be required. For more information, see URL routing for basic reports.

Run a new basic report

There are two ways to run a new basic report:

  1. Browse to the report URL using the following format:

    http://<ServerName>/Reporting/Report/<ReportName>

    where:

    <ServerName> = the name or IP of the reporting server

    <ReportName> = the name of the report you want to view (MultiDeviceReport, SingleDeviceReport, TabularReport, TabularExportReport, TrendReport)

    OR

  2. Browse to the default reporting URL, and click the report you want to view using the following format:

    http://<ServerName>/Reporting/

    where:

    <ServerName> = the name or IP of the reporting server

Run a basic report and save its configuration

To create and save a basic report configuration:

  1. Browse to the build configuration URL of the report you want to create, using the following format:

    http://<ServerName>/Reporting/Report/<ReportName>/BuildConfiguration

    where

    <ServerName> = the name or IP of the reporting server

    <ReportName> = the name of the report you want to view (MultiDeviceReport, SingleDeviceReport, TabularReport, TabularExportReport, TrendReport)

  2. Enter the report query parameters.

    After the report runs, a text box displays at the bottom containing the XML of your saved report configuration.

    NOTE: If you enter a fixed date range, all reports that you generate with this configuration will use that date range. The best practice is to use one of the relative date ranges, such as "last month."

  3. Copy the entire contents of the text box into a text editor of your choice.
  4. Save this new file to the Reporting\ReportConfigurations\ directory, located on the application root install directory (which is also the physical directory behind the reporting web application's virtual path in IIS).

    Example (64 bit):
    C:\Program Files (x86)\Schneider Electric\Power Operation\v2024\Applications\Reporting\ReportConfigurations\

    The file name must be in the following format:

    <ReportName>_<ConfigurationName>.cfg

    where:

    <ReportName> = the name of the report you want to view (MultiDeviceReport, SingleDeviceReport, TabularReport, TabularExportReport, TrendReport)

    <ConfigurationName> = a name for this configuration (alphanumeric only)

    NOTE: If you use Notepad, ensure that you apply the correct file extension (.cfg), not the default (.txt).

View a basic report using a saved configuration

Viewing a basic report with a saved configuration runs the report directly with the saved configuration (you cannot change the parameters).

To view a basic report with a saved configuration:

  1. Browse to the URL of the report and specify the configuration using the following format:

    http://<ServerName>/Reporting/Report/<ReportName>/<ConfigurationName>

    where

    <ServerName> = the name or IP of the reporting server

    <ReportName> = the name of the report you want to view (MultiDeviceReport, SingleDeviceReport, TabularReport, TabularExportReport, TrendReport)

    <ConfigurationName> = the name of the saved configuration to use

Modify and view a basic report using a saved configuration

To modify a previously saved configuration:

  1. Browse to the show configuration URL for the report that you want to modify using the following format:

    http://<ServerName>/Reporting/Report/<ReportName>/<ConfigurationName>/ShowConfiguration

    where

    <ServerName> = the name or IP of the reporting server

    <ReportName> = the name of the report you want to view (MultiDeviceReport, SingleDeviceReport, TabularReport, TabularExportReport, TrendReport)

    <ConfigurationName> = the name of the saved configuration to use

  2. Run the report as you normally would, editing selections on the parameter entry page as necessary.

    After the report runs, a text box displays at the bottom containing the new XML of your saved report configuration.

  3. Copy and paste this new XML into your saved configuration file (overwriting the old XML).

Remove a saved configuration

To remove a saved configuration, delete the saved configuration file from Reporting\ReportConfigurations\ directory.

Example (64 bit):
C:\Program Files (x86)\Schneider Electric\Power Operation\v2024\Applications\Reporting\ReportConfigurations