Workshops

Join our live Workshops hosted by XLReporter experts

See also:

  • Improve your WIN-911 Notification System and Alarm Performance
    WIN-911 delivers critical machine and process alarms via mobile app, text, voice, email, or in-plant announcements resulting in reduced production downtime and maintenance costs. XLReporter leverages the raw notification data and turns it into performance and response metrics that empowers customers to maximize their investments.

    This workshop demonstrates “out of box” reports that produce results in a matter of minutes.
  • Watch recordingReport as You Run: A Simple, Low-Cost Solution for OEMS and Small Systems
    There are many times when logging data to a historian or database can be price prohibitive or overly complex. In these cases, XLReporter uses “Report As You Run” technology to retrieve the data directly from the PLC and write it directly to workbooks, PDF, or web reports.

    This workshop demonstrates how to use “Report as you Run” technology in various ways to produce a wide range of report types such as tabular reports on-time, process cycle reports on-events or during a machine cycle.
  • Watch recordingUncover the Hidden Insights Trapped in Your SCADA System
    Logging process data to a storage media provides the ideal platform for in-depth analysis of your operation. Explore the diverse storage media used in industry, from a text file to an advanced historian.

    See how XLReporter turns raw data into actionable information and elevates it beyond the HMI/SCADA system and delivers it to the right person, at the right time.
  • Watch recordingMake Easy Work of Alarm Management: Out of Box ISA 18.2/IEC 62682 Metrics and Analysis
    A well-managed alarm system results in production efficiency, product quality and operator effectiveness. Since 1991, alarm management standards have been published and currently the ISA-18.2 and IEC 62682 are the most widely accepted. These standards define a 7-step Alarm Management Cycle program from Identification to Monitoring and Assessment.

    This workshop demonstrates how XLReporter provides the necessary KPIs defined by the ISA standard to improve your alarm system. Saving the KPIs over time provides a mechanism to monitor your improvements.
  • Understand the Critical Trends, Relationships and Patterns in Your Process
    Reporting on time such as shifts, days, or months is a familiar concept, and many SCADA systems store their process tag history in a continuous time series dataset. In discrete processes, process information becomes available only when the process has executed e.g., the start/stop times of a product run, machine cycle or filter backwash. For systems that log continuously, the discrete time frames are crucial to retrieving the appropriate process data.

    XLReporter manages the metadata of a discrete process by storing information like its identifier, start and end time using Event Frames. The Event Frame can be built directly from live events in the process or from an existing transactional database such as a batch or alarm database.

    This workshop demonstrates how discrete reports are “stacked” from multiple event frames to produce a hierarchical report e.g., a report of batches displaying detailed information about each lot run over the batch.
  • Watch recordingBroadcast Process Information from the Plant Floor to the Entire Organization
    Organizations expect easy access to key information about their processes. XLReporter empower users across the organization with reports and dashboards from web browsers on desktops, tablets, and mobile devices.

    This workshop demonstrates how, with basic workbook skills, anyone can create an interactive, multi-user interface to access their key process information that even a seasoned web developer would envy.
  • Watch recordingSolve the Reporting Needs of ALL Rockwell Automation Users
    Industrial facilities range from small and simplistic, to large and complex. XLReporter offers solutions across this entire spectrum of Rockwell products using standards such as OPC as well as the universal FactoryTalk Data Agent connector:
    • SMALL
      • Report Directly from a PLC (RSlinx, FTLinx Gateway)
      • Report from PanelView Plus/FTVME (good for OEMs)
    • MEDIUM
      • Report from FactoryTalk View SE
      • Report from FT Optix
      • Integrate into the HMI Display
    • LARGE
      • Report from FactoryTalk Historian SE
      • Report from FactoryTalk Alarms and Events (including ISA 18.2)
      • Replacement to VantagePoint Portal
  • Watch recordingAutomate Compliance Reporting in the Water/Wastewater Industry
    Across the country, water and wastewater treatment plants need to produce reports to government environmental agencies for regulatory compliance. Although most of the information for the report is in the process system, there is a significant amount of data that is only available using manual methods like operator rounds and lab results.

    This workshop demonstrates how to design forms to collect manual data and then combine it with information that is readily available in the process.
  • Watch recordingTackle the Data Needs of Life Science Industries
    21 CFR (Code of Federal Regulations) part 11 pertains to electronic record-keeping in FDA-compliant industries. It defines the standards by which electronic records are seen by the government as safe, secure, and equivalent to traditional printed documents.

    This workshop demonstrates how to consolidate process data from multiple sources, and how to protect the report content with security features to comply with the 21CFR part 11 standard.
  • Watch recordingProvide a Simple Yet Effective Data Solution for Ewon Connected Machines
    Collecting and analyzing data from remote locations has significant savings in cost and resources. A machine builder can proactively advise any maintenance on their installed equipment without incurring the cost of a site visit. A manager can monitor the effectiveness and profitability of their production sites periodically and automatically.

    This workshop demonstrates the very effective way XLReporter leverages IoT data from the HMS Ewon Flexy to produce in-depth reports from remote locations.
  • Improve your WIN-911 Notification System and Alarm Performance
    WIN-911 delivers critical machine and process alarms via mobile app, text, voice, email, or in-plant announcements resulting in reduced production downtime and maintenance costs. XLReporter leverages the raw notification data and turns it into performance and response metrics that empowers customers to maximize their investments.

    This workshop demonstrates “out of box” reports that produce results in a matter of minutes.
  • Watch recordingReport as You Run: A Simple, Low-Cost Solution for OEMS and Small Systems
    There are many times when logging data to a historian or database can be price prohibitive or overly complex. In these cases, XLReporter uses “Report As You Run” technology to retrieve the data directly from the PLC and write it directly to workbooks, PDF, or web reports.

    This workshop demonstrates how to use “Report as you Run” technology in various ways to produce a wide range of report types such as tabular reports on-time, process cycle reports on-events or during a machine cycle.
  • Watch recordingUncover the Hidden Insights Trapped in Your SCADA System
    Logging process data to a storage media provides the ideal platform for in-depth analysis of your operation. Explore the diverse storage media used in industry, from a text file to an advanced historian.

    See how XLReporter turns raw data into actionable information and elevates it beyond the HMI/SCADA system and delivers it to the right person, at the right time.
  • Watch recordingMake Easy Work of Alarm Management: Out of Box ISA 18.2/IEC 62682 Metrics and Analysis
    A well-managed alarm system results in production efficiency, product quality and operator effectiveness. Since 1991, alarm management standards have been published and currently the ISA-18.2 and IEC 62682 are the most widely accepted. These standards define a 7-step Alarm Management Cycle program from Identification to Monitoring and Assessment.

    This workshop demonstrates how XLReporter provides the necessary KPIs defined by the ISA standard to improve your alarm system. Saving the KPIs over time provides a mechanism to monitor your improvements.
  • Understand the Critical Trends, Relationships and Patterns in Your Process
    Reporting on time such as shifts, days, or months is a familiar concept, and many SCADA systems store their process tag history in a continuous time series dataset. In discrete processes, process information becomes available only when the process has executed e.g., the start/stop times of a product run, machine cycle or filter backwash. For systems that log continuously, the discrete time frames are crucial to retrieving the appropriate process data.

    XLReporter manages the metadata of a discrete process by storing information like its identifier, start and end time using Event Frames. The Event Frame can be built directly from live events in the process or from an existing transactional database such as a batch or alarm database.

    This workshop demonstrates how discrete reports are “stacked” from multiple event frames to produce a hierarchical report e.g., a report of batches displaying detailed information about each lot run over the batch.
  • Watch recordingBroadcast Process Information from the Plant Floor to the Entire Organization
    Organizations expect easy access to key information about their processes. XLReporter empower users across the organization with reports and dashboards from web browsers on desktops, tablets, and mobile devices.

    This workshop demonstrates how, with basic workbook skills, anyone can create an interactive, multi-user interface to access their key process information that even a seasoned web developer would envy.
  • Watch recordingSolve the Reporting Needs of ALL Rockwell Automation Users
    Industrial facilities range from small and simplistic, to large and complex. XLReporter offers solutions across this entire spectrum of Rockwell products using standards such as OPC as well as the universal FactoryTalk Data Agent connector:
    • SMALL
      • Report Directly from a PLC (RSlinx, FTLinx Gateway)
      • Report from PanelView Plus/FTVME (good for OEMs)
    • MEDIUM
      • Report from FactoryTalk View SE
      • Report from FT Optix
      • Integrate into the HMI Display
    • LARGE
      • Report from FactoryTalk Historian SE
      • Report from FactoryTalk Alarms and Events (including ISA 18.2)
      • Replacement to VantagePoint Portal
  • Watch recordingAutomate Compliance Reporting in the Water/Wastewater Industry
    Across the country, water and wastewater treatment plants need to produce reports to government environmental agencies for regulatory compliance. Although most of the information for the report is in the process system, there is a significant amount of data that is only available using manual methods like operator rounds and lab results.

    This workshop demonstrates how to design forms to collect manual data and then combine it with information that is readily available in the process.
  • Watch recordingTackle the Data Needs of Life Science Industries
    21 CFR (Code of Federal Regulations) part 11 pertains to electronic record-keeping in FDA-compliant industries. It defines the standards by which electronic records are seen by the government as safe, secure, and equivalent to traditional printed documents.

    This workshop demonstrates how to consolidate process data from multiple sources, and how to protect the report content with security features to comply with the 21CFR part 11 standard.
  • Watch recordingProvide a Simple Yet Effective Data Solution for Ewon Connected Machines
    Collecting and analyzing data from remote locations has significant savings in cost and resources. A machine builder can proactively advise any maintenance on their installed equipment without incurring the cost of a site visit. A manager can monitor the effectiveness and profitability of their production sites periodically and automatically.

    This workshop demonstrates the very effective way XLReporter leverages IoT data from the HMS Ewon Flexy to produce in-depth reports from remote locations.