Create New Scheduled Report Screen - Metasys - LIT-1201793 - Software Application - Metasys Site Management Portal - 12.0.50

Metasys Site Management Portal Help

Product
Building Automation Systems > Building Automation Systems > Metasys Site Management Portal
Document type
User Guide
Document number
LIT-1201793
Version
12.0.50
Revision date
2023-06-02

The Create New Scheduled Report screen (Figure 1) allows you to configure new report information and associated schedule information. You can access the Create New Scheduled Report screen from the Query Menu by selecting New Scheduled Report.

Figure 1. Create New Scheduled Report Screen

Table 1 describes the fields in the Create New Scheduled Report screen.

Table 1. Scheduled Reports

Field

Description

Report Name

Allows you to enter a name for the report. Use a descriptive name so that you can recognize the details by the name (for example, Weekly Building Two Status Report).

Note: Enter a name that has fewer than 100 characters. Otherwise, you receive an error when you attempt to view the new report.

Object List

Allows you to select which object list to run the report against. For information on Object Lists, see Object List in the Global Search section.

Report Format

Allows you to select the report file format: Tab Delimited, XML, and Text.
  • Tab Delimited: saves the report with an .txt extension. You can use the report with a spreadsheet application, such as Excel.
  • XML: saves the report with an .xml extension. You can use the report with an Internet browser, such as Internet Explorer.
  • Text: saves the report with an .txt extension. You can use the report with any text-viewing application, such as Notepad.

Send To Printer

Allows you to automatically send the report to the default printer of the Metasys Server each time the report generates. The report first saves to a file on the server; then, it is sent to the default printer. Scheduled reports configured to be sent directly to printer on the Metasys Server are printed in the system’s default language. For more information on configuring the default printer on the Metasys Server , refer to the Metasys Server documents listed in Related Documentation.

Run Report Now

Allows you to run the report immediately.

Schedule Report

Allows you to schedule the report to run at one or more future times.

Run This Report

Allows you to select how often to generate the report. Selections include: One Time Only (default), Daily, Weekly, Monthly, and Yearly.

Start Date

Allows you to select the report start date.

End Date

Allows you to select the report end date.

No End Date

Allows you to configure the report to run indefinitely.

Date Information

Allows you to further configure the date information for when the scheduled report runs.

Time Information

Allows you to further configure the time information for when the scheduled report runs.