Create 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. This article describes how you can make a new custom summary report.

1. Open the Custom Summary Reporting tool

  1. Click Report. A drop-down menu appears.
  2. Click Custom Reports.

For this topic, we will focus on the Create a New Report section of the Custom Summary Reporting page.

2. Set up the report

  1. Use the Choose Site... drop-down to select the site that the channel is stored in.
  2. Expand the Choose Channel... menu to select the channel.
  3. Select the desired statistic to use in the report.
    You have the choice between average, minimum, maximum, or sum.
  4. Click Add. The channel will be added as an entry to a list below the drop-down menus.
  5. (Optional) Repeat the aforementioned steps to add more channels to the report.
  6. (Optional) Click, hold, and drag a list item to reorder. The order of these list items is how they will appear in the final report.
  7. Select Date/Time for the Report.
    You can use the drop-down menu to choose a pre-made date range; or manually enter dates in the From and To fields.
  8. Choose a report level of detail for the report.
    Available options include: 15 minute, 30 minute, hourly, daily, monthly, and yearly.
  9. (Optional) Configure Advanced Settings.
  • 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.

3. (Optional) Save the report

This allows you to save all channels and settings so you don't have to repeat setup at a later time.

  1. Enter a report name in the text box.
  2. Check the box if you want other users in your security group to have access to the report.

4. Click View Report

A new browser tab automatically opens, where your report is displayed. Below is how the last page (page 3)

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.

You must have pop-ups enabled in order to view the report.

The image below shows how the last page (page 3) of a sample report:

  • Periodic summaries are highlighted in blue. In this sample, the period summary is monthly, thus we see the summary for the period of March.
  • Instantaneous Peak parameters are shown with the abbreviation PK. We see there is one PK value on this page of the report (orange dot). 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.
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