Distribute Reports

Deliver finished reports to the right person, at the right time, in the right format.

Overview

Publish reports as Excel workbooks, encrypted PDF, web pages, CSV files and XML files. Distribute them automatically to email, FTP server, local/network printer and file server.

Use XLReporter's web portal to share reports as web pages on PCs or mobile devices.

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View and Edit Live Reports

The report viewers are standalone applications to view reports in Excel, PDF and HTML formats. They run from the desktop, third party applications or HMI/SCADA, avoiding the need to access the Windows file system. When used from Team clients, the access is limited by the user account privileges.

Users with the appropriate credentials can add supplementary information to a report such as comments and signatures, even to those actively updating. The degree of report editing is specified in the template.

Publish Web Pages

With no HTML or script programming, publish reports as web pages. Use the predefined library templates that have been carefully constructed for web purposes.

With no effort, enable the web portal and provide access to the reports on any device supporting a web browser. View the reports directly in a HMI/SCADA display or upload the web pages with XLReporter's FTP transfer client and make them visible to the entire organization.

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Email and Text Messaging

Create distribution groups and ensure that reports are emailed to right person periodically, on process events or by an operator request.

The reports are sent as attachments, compressed files (to reduce the size of the email and avoid firewall issues) or in the body of the email.

In addition to fixed content, live process values and variables can also be included e.g., the current tank levels. Send text messages containing live PLC values for immediate attention.

Publish and View PDF

Publish encrypted PDF reports and securely view them in XLReporter’s PDF viewer. No third party software required.

The viewer can be launched from a HMI/SCADA display, locally from the desktop or across the network, in which case, user access is based on their security credentials.


Use XLReporter connectors to the leading historians, PLCs, business databases and industry standards such as OPC
Connect
Design templates using all the features of Microsoft Excel and XLReporter functions specific for industry
Design
Produce Workbook, encrypted PDF and Web reports, automatically or on-demand
Produce
Distribute reports by email, ftp, printer and file server or publish them to XLReporters web portal and access them by web browsers
Distribute