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Summary Report Setup

The Summary Report Setup are where a User with Administrator level access can use this feature to make adjustments to report output and data entry input for any piece of equipment on the Equipment Tree.

To access the Summary Report Setup go to the Global Menu on the left hand side of the Web Page and click on Report Setup and Summary Report Setup.

Before we begin let's break this page down into smaller more manageable sections and then discuss each of those one at a time. We will break these down by the Setup Area and the Summary View Area. The Setup Area contains the following tools: Select Type of Item, Select Summary View and Choose Parameters for View. The Summary View Area offers an output view based on the current page setup options. The page setup options for the Summary View Area are Moving Columns, Adjusting Columns Widths and Adding Calculations.

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Setup Area

In the Setup Area there are three number boxes that are labeled Select Type of Item, Select Summary View and Choose Parameters for View as shown to the right.

The first box is simply the list where you select which piece of equipment you want to make changes to the Summary Report Output or the Data Entry Input.

When you click on the arrow at the right hand side of the box you will see the list of equipment on the Equipment Tree and a scroll bar to move up and down through the list. Move the scroll bar up or down until you see the piece of equipment that you are looking for and then click on that item and the current View Summary will appear.

Now that we have selected the piece of equipment we can move to the second box to select which view of that equipment we want to manage or edit.

Important! There are two views for each piece of equipment on the Equipment Tree, the Summary Report Output and the Data Entry Input. Your Summary Report Output design can be entirely different from your Data Entry Input design. They are totally separate, so before you begin making changes to the View Summary Area for a particular piece of equipment, verify which view you are loooking at in the second box drop down list shown directly below.

Let's be sure that we understand the difference between these two views. First, the Summary Report Output is what you will be most concerned with from a design standpoint because this is the final report that we are talking about here. This is the default view for the Select Summary View box. The second view, Data Entry Input, is the view that you have on the Web Tool after selecting View All on the Equipment Tree to open a page interface for entering equipment data on the Web Tool.

Equipment Tree - View All

When you click View All you have a summary list on the Web Tool for that piece of equipment as shown to the right.

So, when you select Data Entry Input in the second box of the Setup Area this is the page that you are managaing or modifying the parameter arrangement for whichever piece of equipment that you have selected in box one. Take a moment to toggle between these two views to see how they differ.

The difference between these two views is simply that you have specific information that you want displayed on your Summary Report, but probably want to have all of the information that you work with for a piece of equipment to be available for editing on the Data Entry Input page of the Web Tool. But, you can change them up in any way that meets your needs.


The last box for the Setup Area is the third and final box, Choose Parameters for View.

This selection area is very important because this is the section where you determine which parameters for a piece equipment will be displayed in your Summary Report Output or Data Entry Input. Only active parameters will show up in the Choose Parameters for View area.

The selection process is pretty straight forward. If there is a green check mark in the box next to the parameter then it has been selected to be visible. If there is no check mark in the box then the parameter will be hidden. the check marks are turned off and on simply by clicking the box next to the parameter. Once you have completed your selection then be sure to click the Apply Selected button to the right of the selection box. Now the page will refresh and your new selections will be displayed in the Summary View Area.

Remember, choosing parameters is a separate process for both the Summary Report Output and Data Entry Input views. Do this as often as you need until you have all of the parameter information that you need shown.

The next section will cover how to manipulate the parameters now that you have the right ones displayed.


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Summary View Area

As we outlined at the very beginning we will be discussing the tools and setup options for the Summary View Area that include Moving Columns, Adjusting Columns Widths and Adding Calculations.

The section of the web page that we are focusing on is shown here.

Summary View Area

Do not be alarmed with the absence of the System/Unit and Area columns. The system does not display these columns here because they are a default on every Summary Report and you do not have the direct control to make adjustments to these columns.

So, now let's go over the adjustments that can be made here, starting with Moving Columns. Moving columns around is much like you would move information around in Excel and is pretty easy once you have done it once or twice. Start, by clicking the column of data (Total CFM Actual) that you want to move; this will highlight that column like the print shown to the right. Now that the column is highlighted left click and hold that same column and a red triangle will appear above that column and you can now drag this column to whichever part of the View Summary grid that you want. The red triangle will move with the column as you move your mouse will holding down your left mouse button. When you reach the destination for the column that you are moving then release your left mouse button and drop the column in that location. Repeat as often as needed.

You can see in the next screen shot after the column is dropped at the end in this case, completing the column move.


Important! Be sure to click the Save Summary View icon after making any changes.

Now let's discuss Adjusting Columns Widths. This, once again, works similarly to Excel. You can grab a vertical column line in the View Summary grid and while holding down your left mouse button move that vertical line right or left to make the column wider or more narrow. This technique, however, may require a fair amount of trial and error to get the exact width you desire if you are particular about having uniform column widths. An easier way is to click on the column that you want to change the width of so that column is highlighted. Then simply type in the number of pixels of width that you are looking for and then click the Apply Width button. This approach may require some trial and error as well, but once you have determined the column width you are looking for you can then re-apply it to other columns and they will match exactly. See the before and after screen shots to the right.

Width and Calculation Tools

The last feature that we will discuss on the Summary Report Setup page are the calculation features. As you can see in the in the Width and Calculation Tools screen shot the calculations that can be added to any of the columns on the Summary Report are Sum, Average and Standard Deviation. Obviously these calculations will only yeild results on columns that have numerical data.

To add a calculation to a particular column is a simple three step process. First, select the column you want to add the calculation to by clicking on the Totals area at the bottom of the column. Next, select your calculation by clicking the radio button in front of that calculation. To complete the process and apply the calculation click the Apply Calculation button. See the before and after screen shots below which illustrate adding a calculation to a column of data.