Creating a Custom Summary Report

The Custom Summary Reporting tool is used to make your own reports that summarize your data. Get the answers you're looking for by combining multiple Sites and Channels, choosing from a variety of statistical methods, and grouping your data across various periods.

To make a new custom summary report:

  1. From your FlowWorks account, hover over . A drop-down menu appears.
  2. Select . This opens the Custom Summary Reports page.

    For this topic, we will focus on the Create A New Report and Advanced Options section.

  3. Select a data Channel to add to the report.

    Begin by choosing the Site that the Channel resides in.

    Choose the Channel using the second drop-down menu.

    Choose the desired statistic to be displayed in the report. You have the choice between average, minimum, maximum, or sum.

  4. Click . Your selection is added to a list below the drop-down menus.
  5. If you wish to add more Channels, repeat steps 3 and 4.

    You can add the same Channel with a different measurement. For example, you can include the average and max for the same Channel. Treat them both as separate items - Choose the same channel but a different measurement for each (see steps 3 and 4).

    Tip: You can rearrange the order of channels - simply drag and drop an entry.

  6. Choose a period for the for the report.

    Either use the drop-down menu to choose a pre-made date range; or manually enter dates in the From and To fields.

  7. Choose a level of detail for the report.

    Available options include: hourly, daily, monthly, and yearly.

Below is an example of a completed form:

  1. In the Advanced Options section, choose the desired settings.

    Available advanced options:

    • Show periodic summaries (averages) for the day, month, and/or year.
    • Show a summary for the whole report - displays a cumulative average for each reported Channel.
    • Show a summary for the whole report - displays cumulative average, minimum, and maximum for each reported Channel.
    • Show a statistical summary for the whole report - displays cumulative average, minimum, and maximum for each reported Channel.
    • Show peak instantaneous (PK) parameters - indicates that the maximum value occurred within this entry (cell).
    • Show partial data (*) markers - indicates that some portion of the data was missing in this entry (cell). Enter the expected interval in the text box.

    Here's our advanced settings for this example:

  2. Back in the Create a New Report section, click Save Report. A box automatically appears - enter a name for the report and choose whether you want to share this report with others in your Security Group. Click when finished. You are taken back to the Custom Summary Reporting page.

  3. Click . A new browser tab automatically opens, where your report is displayed.

    Below is how the last page (page 3) of our sample looks:

    • Periodic summaries (in this case monthly) are at the end of each month; rows are highlighted in blue (in the image above, we see the summary for the period of March).
    • Instantaneous Peak parameters are shown with the abbreviation PK. We see there is one on the last page of this report. This indicates that the max value occurred in this period. In the example, we see a PK at 2017-03-23 - although the average temperature for this day was not the highest, the PK indicates that the highest recorded temperature for the period occurred on this day.
    • Statistical summary (mean, max, and min) for the entire report is found on the final page.

The report's top panel contains buttons for browsing through the various pages. As well, there is a search function, in which you can input full or partial words or numbers to have the system highlight areas that match your search criteria. Use to open data export options - you can convert your report to an Excel (xls), PDF, or Word file. Further, you can export your report to CSV - simply click , found at the bottom of your report.

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