XLReporter Product Library

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  • Product Documentation
    Documentation included with the latest version of XLReporter.
    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
    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
  • How To
    Technical "how to" articles
    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.
  • Data Connectivity Note
    Technical notes on data connectivity
    Provider Document
    Rockwell Automation Integrate XLReporter into FactoryTalk View SE
    Integrate XLReporter into FactoryTalk ViewPoint
    Troubleshooting Rockwell Connections
    Troubleshooting Rockwell RSLinx 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
  • Spotlight
    Articles that spotlight a XLReporter feature.
    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.
  • Roadmap
    In-depth roadmaps on XLReporter capability
    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.
    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.