XLReporter Product Library
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| Category | Document | |
|---|---|---|
| SETUP | Product Registration | |
| Setup a Project in the Project Explorer | | |
| Customize a Project | | |
| Implement Project Security | | |
| Setup IIS for Distributed Installations | | |
| DATA CONNECTIVITY | What are Connectors? | |
| CONNECT | Analytic Data Logging and Analysis | |
| Event Frames | | |
| Stacked Reports | | |
| Manage Relational Databases | | |
| Consolidate Database Data | | |
| DESIGN | Template Library | |
| Template Studio | | |
| Data Connections | | |
| Data Management | | |
| Real Time Data Groups | | |
| Historical Data Groups | | |
| Relational Database Data Groups | | |
| Design On-Demand Reports | | |
| Design Manual Data Entry Forms | | |
| Variables | | |
| Name Types | | |
| Function Types | | |
| Template Themes | | |
| REPORT | Deploy Schedule Reports | |
| Deploy On-Demand Reports | | |
| Setup the Web Portal | | |
| Generate Reports Programmatically | | |
| Generate Reports with XLReporter REST API | | |
| Deploy Data Entry Forms | | |
| DISTRIBUTE | View and Annotate Reports | |
| Manage the File Systems | | |
| Send Reports by Email and Text Messaging | | |
| Transfer Reports to an FTP Server | | |
| Export Reports to XML | | |
| TROUBLESHOOTING | Check the System | |
| View the Status Log | | |
| Monitor the System | |
| Article | Description | |
|---|---|---|
| How to upgrade XLReporter | Upgrade XLReporter Project to the latest version. | |
| How to install XLReporter | Install XLReporter local or distributed (for web clients). | |
| How to connect to Office 365 SMTP server | Send email and text messages from XLReporter using Office 365 | |
| How to configure Microsoft SQL Server | Configure Microsoft SQL Server for XLReporter. | |
| How to make reports convey their content | XLReporter features to enhance report content. | |
| How to publish reports to the cloud | Automatically share reports with Microsoft OneDrive and Google Drive. | |
| How to supercharge Excel addins | Automate Excel addins to manage and distribute reports. | |
| How to download recipe setpoints to the process | Automatically download and verify recipe setpoints to the process. | |
| How to setup XLReporter to provide feedback to the process | Provide a heartbeat or an acknowledgment back to the process. | |
| How to develop a XLReporter project off site | Develop a XLReporter project off site using the PLC and Historian simulators. | |
| How to perform troubleshooting 101 | Perform basic troubleshooting to the find answers. | |
| How to collect data using XLReporter Snapshot Analytics | Log process data into a centralized relational database using Data Snapshots. | |
| How to export data to a Text File | Export data from a report to a text file. | |
| How to start the Scheduler automatically | Configure the Scheduler to start up automatically. | |
| How to use merged cells in a template | Learn about what considerations need to be made when developing a template with merged cells. | |
| Provider | Document | |
|---|---|---|
| Rockwell Automation | Integrate XLReporter into FactoryTalk View SE | |
| Integrate XLReporter into FactoryTalk ViewPoint | | |
| Troubleshooting Rockwell Connections | | |
| Troubleshooting Rockwell RSLinx Connections | | |
| Troubleshooting FactoryTalk Data Agent Connections | | |
| GE Digital | Convert an existing project from iFIX classic history to Proficy | |
| Convert an existing project from iFIX native to iFIX OPC | | |
| Troubleshooting GE Historian Connections | | |
| Troubleshooting GE iFIX Connections | | |
| AVEVA | Convert an existing project from InTouch local to OI Gateway OPC | |
| Troubleshooting AVEVA Historian Connections | | |
| Troubleshooting AVEVA InTouch Connections | | |
| Emerson Automation Solutions | Troubleshooting Emerson DeltaV Connections | |
| Trihedral | Troubleshooting Trihedra VTScada Connections | |
| OPC | Troubleshooting OPC Connections | |
| Article | Description | |
|---|---|---|
| Industrial Calculations Beyond Excel | Apply cell-based calculations, historical metrics, and custom functions. | |
| Summary Calculations | Apply calculations to raw or sampled data stored in the historian. | |
| Automatic Email and SMS | Email reports automatically or on-demand. | |
| Report Naming Conventions | Provide custom names for folders and reports. | |
| Event Based Reporting | Produce reports from events in the process. | |
| Scheduler Scripting | Execute schedule commands from scripts. | |
| Report Data Placement | Control where data is placed in a report. | |
| Analytic Data Logger | Store process analytics to a database. | |
| Export Report Content | Export all or part of the report content to a database. | |
| Schedule Report Actions | Schedule actions for generating reports. | |
| Report vs Schedule Time | Schedule reports for a different time period. | |
| Report from Different Data Sources | Produce reports from different data sources. | |
| Using Excel as a Data Source | Produce reports from other Excel workbooks. | |
| Reporting on the “Previous Day”- Historian | Set up reports with the information queried from the historian for the previous day. | |
| Page Setup | How to make your report look more professional by using Page Setup. | |
| Article | Description | |
|---|---|---|
| Produce Reports from a Database | Report from a relational database, automatically or on-demand. | |
| Alias Connections Serve Many Reports | Create one template with alias connections to serve many reports. | |
| Distributing Completed Reports | Schedule reports to be distributed automatically. | |
| Take Information beyond Excel | Reports in web pages and PDF, export to relational databases, write values to variables and process. | |
| Reporting from Text Files | Use different types of text files as data sources for reports. | |
| Create Push Reports for WIN-911 Alarm Notification | Create reports within XLReporter that can be used with WIN-911. | |
| Two-Dimensional Report - Daily Update | Place multiple daily process values in two-dimensions in one monthly report. | |
| XLReporter Project File Security | Set the minimum user permissions for XLReporter projects. | |
| Access the Web Portal Remotely with HMS Ewon | Connect XLReporter's Web Portal to the Talk2M cloud platform. | |
| Access the Web Portal Remotely with StrideLinx | Connect to XLReporter's web portal from StrideLinx web server. | |