Video Library

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Training

Training videos are based on the XLR User Results documentation (see Documentation in the Project Explorer). They provide step-by-step instruction on how to configure report templates, how to schedule them for automatic and on-demand reporting and various ways they can be distributed.
  • Course 101: Prerequisites
    play_s.pngProject Explorer The Project Explorer provides all the tools to create reports
    play_s.pngCreate a Project Creating a project is the first step
    play_s_amber.pngData Connector Data Connectors represent the reports data source
    play_s.pngTemplate Design Use "out-of-box" templates provided in the Library or design a custom template in the Microsoft Excel
    play_s_amber.pngScheduler The scheduler automates reporting and distribution by processing commands periodically or on events
    play_s_amber.pngData Placement Position report data in a report using a variety of methods e.g., row on the hour of a day
    play_s_amber.pngReport Names Select dynamic report names as a combination of text, dates and process values e.g., Lot ID
  • Course 102: Report from Process Data
    Report directly on process data (PLC) without a Historian or Relational Database.

    Topic 1: Report in Minutes with Template Library

    play_s.pngSummary Report Create a daily summary report from real-time data source with "out-of-box" templates.
    play_s.pngAdd Data Columns Modify the report by adding additional columns to the summary table

    Topic 2: Report Values Over Time

    play_s.pngSummary Report Create summary reports by logging process data over a period of time. Workbooks and worksheets are managed automatically.
    play_s_green.pngIntermediate Calculations Modify the report by adding intermediate Excel calculations.
    play_s_green.pngSummary and Chart Modify the report by adding an Excel chart and Excel formula to the summary table.

    Topic 3: Report Values on Event

    play_s.pngEvent Report Create summary reports by logging process data on events in the process. Workbooks and worksheets are managed automatically.
    play_s_green.pngSummary and Chart Modify the report by adding an Excel chart and Excel formula to the summary table.

    Topic 4: Report Values During Cycles

    play_s_amber.pngRegister Variables Register Variables are placeholders for parameters. Use in a report names, the period of a report, as report filters and more.
    play_s.pngCycle Report Create summary reports by logging process data during a cycle in the process e.g., batch. Workbooks and worksheets are named using a cycle ID.
    play_s_green.pngUser Comments Add annotation, such as user comments, to reports even while they are being updated.

    Topic 5: Real Time Dashboard

    play_s.pngWeb Dashboard Show real time information in web dashboards and make it available on mobile devices.
  • Course 103: Report from Historians
    Report on historian data to produce key performance indicators, summary values and trends.

    Topic 1: Report in Minutes with Template Library

    play_s.pngValues Report Create reports from historical data using "out-of-box" templates.

    Topic 2: Report Summary Values Over Time

    play_s.pngSummary Report Create summary reports containing "out-of-box" calculations. Workbooks and worksheets are managed automatically.
    play_s_green.pngCalculations and Charts Modify the report by adding intermediate Excel calculations, charts and formula.

    Topic 3: Report On Disparate Data

    play_s.pngProcess Book A process workbook contains a collection of reports on various aspects of the process e.g., summary values, trends and operator events.

    Topic 4: Report On Event

    play_s_amber.pngDate Time Variables A Date Time variable can be used to capture when process events occur and be used as the report time period.
    play_s.pngDiscrete Report The time period of discrete reports depends on events in the process e.g., start/end of batch, start/stop of a machine cycle.
    play_s.pngSimulating Discrete Reports XLReporter's PLC simulator is used to simulate the creation of discrete reports.
  • Course 104: Report On-Demand and Dashboards
    Report on-demand and empower users with information about the process.

    Topic 1: On Demand Report in Minutes with Template Library

    play_s.pngSummary Report Create on-demand report templates with "out-of-box" templates. Deploy the templates across the network to authenticated users.

    Topic 2: On Demand Reports with Template Studio

    play_s.pngSummary Report Create on-demand report template that let users create custom reports by specifying their own parameters.
  • Course 105: Publishing Reports
    Deliver finished reports automatically by email, ftp and printer. Publish them for access by web browsers and smartphones.
    play_s.pngPublishing Overview XLReporter has a number of automatic and on-demand publishing options such as e-mail and ftp.

    Topic 1: Email and SMS

    play_s.pngSetup Email Server Setup email server for automatic sending of reports.
    play_s.pngEmail Reports on Time Email reports automatically on time to ensure the right report, reaches the right person at the right time.
    play_s.pngEmail Reports on Event Email reports automatically on events to ensure the right report, reaches the right person at the right time.

    Topic 2: FTP Transfer

    play_s.pngAutomatic FTP Transfer Schedule the automatic transfer of a report to a FTP Server.

    Topic 3: File Management

    play_s.pngAutomatic File Compression Schedule automatic file compression and archiving.
    play_s.pngAutomatic File Transfer Schedule automatic file transfer to a server.
  • Course 106: PanelView Plus
    Use "stitching" technology to make the individual logs appear as a single data entity.
    play_s.pngLogging Process Data Data logging is performed by the DataStore Plus, configured in the PanelView Plus.
    play_s.pngProducing Reports Data transfer and report generation is performed automatically by XLReporter.