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Changes for page 6. Flexible Reports Guide

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163 163  
164 164  == 2.5. Output of information on devices to the report. Device codes and tags. ==
165 165  
166 -
166 +The request **#dev.201.IP** displays the IP address of the device with id = 201201 from the configuration in the report. Instead of the device ID, the device code can be specified.
167 +
168 +**#dev.201.Name** displays the device name with id = 201201 from the configuration in the report. Instead of the device ID, the device code can be specified.
169 +
170 +**#dev.201.VendorNumber** displays the serial number of the device with id = 201 from the configuration in the report. Instead of the device ID, the device code can be specified.
171 +
172 +The serial number of the device can also be taken from the tag if the device can output its number according to any protocol. For example, the SATEC device can be queried via Modbus, and the serial number can be retrieved from the **ti11001** tag. To display this tag in the report, write the formula **y-m-d:*:ti11001 **where **ti11001** can be replaced with the tag code. In the same way, add any tags from the configuration to flexible reports.
173 +
174 +In query formulas, device IDs can be replaced with device codes. Unlike the id, the code can contain Latin letters, which allows it to encode a lot of useful information. For example, the code P22S1Y8 may mean that the device collects data on PS22 in the first bus section in cell 8. To write the code in the request, add the channel to it, for example, Energy A+, which is encrypted as **ea_imp** by default.
175 +
176 +Thus, the formula **y-m-d1:*:el-dev-201-ea_imp-30m:sum** can be replaced by the formula **y-m-d1:*:E123457ea_imp:sum**. A similar logic applies to all the formulas described above.
177 +
178 += 3. MANAGING REPORT TEMPLATES =
179 +
180 +Flexible reports are managed in the Flexible Reports window accessible using the **Reports menu: Reports -> Flexible Reports**.
181 +
182 +A template generated in accordance with the query language specified in Section 1 is uploaded to the Flexible Reports page (see Figure 3.1) by clicking the (Create Template) button [[image:Screenshot 2025-12-10 at 19.48.07.png||height="27" width="29"]] in the upper-right corner of the template list.
183 +
184 +[[image:Screenshot 2025-12-10 at 19.48.44.png]]
185 +
186 +Figure 3.1 – Flexible Report Template Management window
187 +
188 +After clicking the button [[image:Screenshot 2025-12-10 at 19.48.07.png||height="27" width="29"]] (see Figure 3.1), a download dialog box will open. Enter the template name, type, object, and category in this dialog box. Then, select the template file (Excel file), configure auto generation if needed, select a network resource and/or email address for saving automatically generated reports (see Figure 3.2), and click the button [[image:Screenshot 2025-12-10 at 19.49.45.png||height="23" width="46"]] to complete.
189 +
190 +[[image:Screenshot 2025-12-10 at 19.50.16.png]]
191 +
192 +Fig.3.2 – Template upload form
193 +
194 +The template** **type can be annual, monthly, daily, as well as annual for the period, monthly for the period, and daily for the period. It is selected depending on the requirements for the report. **The template type** affects the type of calendar when generating reports, the possibility of autogeneration (only annual, monthly, and daily reports are automatically generated), as well as the applicability of timestamps and query types in section 2 of this manual.
195 +
196 +The **Object** field is used to select an object of the information model. Linking a report to an object differentiates access to reports and filter templates in the table.
197 +
198 +The **Category** field is used to generate reports based on the "Balances" module.
199 +
200 +All the templates can be downloaded to the PC using the "Download" button [[image:Screenshot 2025-12-10 at 19.50.54.png||height="23" width="23"]] and uploaded using the ”Select a file” button [[image:Screenshot 2025-12-10 at 19.51.40.png||height="25" width="229"]] in the template settings window, which opens when clicking on the "Template setup" button [[image:Screenshot 2025-12-10 at 19.52.09.png||height="25" width="26"]].
201 +
202 +A template can be deleted using the "Delete selected" button [[image:Screenshot 2025-12-10 at 19.52.40.png||height="27" width="27"]] after selecting the checkboxes next to the templates in the first column of the template list (see Figure 3.1).
203 +
204 +The **“Interactive mode”** button [[image:Screenshot 2025-12-10 at 19.53.19.png||height="28" width="27"]] enables the report mode in the web interface. When interactive mode is enabled, the report opens in the web version of Excel spreadsheets (Fig. 3.3).
205 +
206 +[[image:Screenshot 2025-12-10 at 19.53.57.png]]
207 +
208 +Fig.3.3 – Interactive mode
209 +
210 +The interactive mode enables working with the report directly through the web interface without downloading or uploading an Excel file. In this mode, the report and all calculation results can be viewed, the display start time can be selected, the report can be downloaded as an .xlsx file, and the report can be edited using the button [[image:Screenshot 2025-12-10 at 19.54.33.png||height="21" width="68"]].
211 +
212 +In editing mode (see Fig. 3.4), both Excel formulas and CENTO queries within the report can be viewed and edited as described in Section 2 of this manual.
213 +
214 +[[image:Screenshot 2025-12-10 at 19.55.19.png]]
215 +
216 +Fig.3.4 – Editing mode
217 +
218 +In the editing mode interface, report sheets are shown in the lower-left corner, allowing switching between them (however, new sheets can only be added via Excel when uploading a template). The lower-right corner contains buttons and a zoom slider.
219 +
220 +
221 +To edit the contents of a cell, double-click on the cell with the left mouse button.
222 +
223 +After editing, the report should be saved [[image:Screenshot 2025-12-10 at 19.55.47.png||height="26" width="77"]] and switched back to view mode [[image:Screenshot 2025-12-10 at 19.56.08.png||height="27" width="120"]] to verify the results. All changes made are applied instantly, allowing immediate result checking.
224 +
225 +4.
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