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Dashboard Reporting Module

Dashboard Reporting module is a features of enVision that allows a user to design, personalize, setup, and configure customized dashboard reports. You can also have it send reports at specific times and choices of reports.

 Need more information on the Report Module? Click Here, to access the Image Search Map.

Hover over this image to view more information and links to more documentation.

Creating a Dashboard (Lesson 5-1)

Create a New Dashboard

Selecting the Create a New Dashboard button will open the New Dashboard Window as seen below. In this window, you will input a Name for the Dashboard, a brief Description of the dashboard if needed, a choice of Category (Maintenance, Analytics, Production, System, or Other) and a check box that will allow you to save it as Public or Private. Selecting Private will not allow you to edit the dashboard unless you are logged in as the creator of it.


After the New Dashboard Setup screen is completed, select the “Save” button, a new Dashboard Template will appear on the New Dashboard Selection window. All the data you inputted on the New Dashboard window, is now on the Dashboard Selection Template.



Template Actions (Lesson 5-2)


In the Dashboard selection window, are separate Templates of different dashboards. They all have a series of action buttons to choose from. These buttons will allow you to Run, Edit, Delete, Copy, Subscribe, and Export the selected Template.


Run

The Run button, will open a new window with the selected Dashboard. This may take a few moments for the Dashboard to load. If the Dashboard loads, and there is no data for that time period, utilize the Day/Shift Filter to zero in on the days you would like to view.

Edit

The Edit button will open the select Dashboard very much like the run button does, but with an area to the left of the dashboard that contain the editing template. In this Editing Template, is a selection of icons that represent the settings and options to add, remove, edit, or change any part of the current template. Note: the editing can only be utilized if you are logged in as the creator of the template.

 Delete

The Delete button is used to Delete the template from the Selection Panel. This can only delete the Public Template. The Private Templates cannot be Deleted unless you are logged in as the creator of it.

Copy

Use the Copy button to copy the template (Live Test). When the Monitor button is selected, it will show a duplicate template labeled as Copy of Live Test in the Template selection area.

Subscribe 0

Use this feature to Subscribe to the Selected Template.

Export

This feature will allow you to export this Template to the download folder, which then will be able to be imported to enVision.

Default

This feature dictates which Dashboard will open initially. If the Icon is Green , then this is the dashboard that will open. If it is turned off, then it will reopen the last dashboard that was viewed.




Run (Lesson 5-3)

Clicking on the Run button on the dashboard that you selected. If the object is running on a current project, then an active screen will display. If not, select the Filter button on the far-right hand side next to the monitor. That will open the Day/Shift Filter, which is a range filter window that will allow you to select a start and end date.


From there, click and hold the start time slider and slide it to the Day/Shift you want to start your date set. Then click and hold the end time I move that to the Day/Shift you want to view. When everything is correctly selected, then click the “Apply” button.   







Optional Filters

You can further filter your selection by clicking on the blue “Optional Filters” button. This button when selected will reveal a selection of four tables. Shift, Shift Crew, Status, and Classification.

After your filtering is completed, select the “Apply” button, the window will reload and display the data in the time that you selected.


While reviewing this screen, you can move the cursor over the bars to reveal the details of that bar. The details show the statuses of the cycle (Good, Watch, Warning, and Missing).

In the upper right-hand corner above the display area, is an Export icon. This is used to export graph to either a PDF or an image. PDF’s are generally good to send as email. Images can be made to print and display.

When selecting the export to image option, another window will open. It will be an export to image in the name of the test template that you are using. From there, in this form window, input the title name of the template. Next, check or un check the show the title checkbox. This will show the time on the template. Next input the name of the title. Below that is the filter State, select None or Below.  Next, choose which image format choose between PNG, Gif, or jpg. Next, you can set the resolution. The resolution is set a default of 96 DPI. In the event, you would like to display it on paper, before printing, it would be advised that you increase the DPI, so the printing and images, will be clearer and easier to read.

From here, check over your changes into the export to image window. If everything is satisfactory then click Export. If not, you can cancel or click the Reset button. The reset button will reset all the parameters and allow you to input them again.





Realtime (Current Shift)

After the selection of the Run button, when there is current activity in the shift, you can select the Realtime (Current Shift) button, to the left of the Apply button. Selecting this button will reveal an active window that updates every 10 seconds. This offers a real-time look at your object level selection.









Edit (Template Actions)

Next to the Run button is the “Edit” button. The Edit button will reload the window with a Toolbar to the left of the graphing displaying area. From there you have a choice of a graphing menu of:  Common and Filters.

Editing Toolbar Tab

The Editing Toolbar consist of various types of graphing tools. It uses common, maps, and filtering types of graphing tools.  Clicking on any one of the icons will instantly add it to the display area. It will initially partition the graphing area equally. When you install a new graph, you can place it wherever you want in the display area. Simply click and hold on the placement tab at the top of the newly installed graph.






After the installation of any graph will require you to link it to the correct data source. Click on any of the graphs in the display area and a Setting Widget will reveal to the left of the selected graph. You will use this widget to Bind the data to the selected graph. It can also be used to edit or change the properties of the selected graph.

Use these toolbars to configure your selection.

Binding

Binding allows you to input the objects you want to view.

Interactivity

Interactivity gives you features, that enable interaction between various dashboard items.

Options

The options tab allows you to edit the Common, Axis X, Axis Y, Legend, Coloring, and Color Scheme.

Convert To

The Convert To tab allows you to change from one graphical representation to another. Note you may have to reconfigure the data binding if necessary. 

Delete (Template Actions)

The Delete button is used to Delete the template from the Selection Panel. Simply select the red Delete button and the Dashboard Report and the Template on the selection page will be removed.


Note: This can only delete the

Public Template. The Private Templates cannot be Deleted unless you are logged in as the Admin or logged in as the creator of it.






Please ensure that this Dashboard report is not being utilized by anyone else before it is Deleted permanently.


Copy (Template Actions)

Use the Copy button to copy the template (Live Test). When the Monitor button is selected, it will show a duplicate template labeled as Copy of Live Test in the Template selection area.


It is best practice to make a copy to edit or augment. By doing this, you will be able to have a perfect reference to base your model off and it can be used to revert your copy back to the original state.



Subscribe (Lesson 5-4)

Click on the blue “Subscribe button to use this feature to Subscribe to the Dashboard Report you have selected. The Subscription emails contain direct links to the report. Simply configure the report by adding a Name for the report, range of dates, the navigated object to subscribe to, Other option, and an Email address with Message.

This will work in conjunction to the conditional notifications feature. It will allow the users to be notified by email or text message, when certain conditions are met.  

The Notifications can also be linked to a report via a subscription. When a notification is sent, it will invoke that subscription and send the attached dashboard or report to the recipient. 


First, input a Name you would like to call the Report (there may be several subscriptions so, this would be ideal to identify between several similar subscriptions). Enter a Data Rage (Last N Hours/Days, Current Shift, Last Shift, Today, Yesterday, Weeks, Months, etc.).

Navigate to the object you would like to view.

Select the optional data such as Status, Shift, and Shift Crew.  Input the Recipient(s), Email Subject, and Email Message.


Set the time and day you would like to have the Subscription sent to you by utilizing the excel based selection chart. Select a cell and the Hour will appear. Click on the minute and set it to your desire. Once everything is set, click the Save button.


Optional and Email Settings

In the image below, shows the editing selection boxes of each of the Optional and Email Settings.

Range – A predetermined range of time you would like to view.

Status – Good, Watch, Warning, Missing, or Fault.

Shift – The time that the shift takes place.

Shift Crew – One of the multiple crews in a single shift.

Classifications – The classification of the object.

Recipients – The person or Person’s email addresses that you would like to send it to.

Email Subject - The subject name of the email. Note there may be several related subscriptions, so this would be a way to distinguish between 2 or more similar subscriptions.

Email Message – Personal message about the subscription.


After every parameter is set to your desire, click the Save button to initiate the subscription, or Close to close the window.


Though Notification and Subscription are very similar in someways, there are many difference's in the use and functions of these features. Below is a table of caparisons between Dashboard/Report Subscriptions and Conditional Notifications.







enVision 3.6 - Comparison Chart

Feature

Dashboard/Report Subscription

Conditional Notification

Trigger Point

Time based Schedule

When condition based on measure and time window is satisfied.

Available measures are:

  • Overycle -  duration in mins or no. of occurences
  • Blocked State - duration in mins or no. of occurences
  • Starved State - duration in mins or no. of occurences Faulted State - duration in mins or no. of occurences Available Time Windows are:
  • Hour, Shift, Day, 7 Days, and 30 Days

Message Content

Dashboard/Report as attachment, E-mail body and

Direct Web Link

Simple text, or dashboard/report when linked to a subscription

Attachments

Dashboard/Report PDF, XLS

Dashboard/Report PDF, XLS only if linked to a subscription

Recipient(s)

Single or multiple e-mail addresses

Single e-mail or phone no. for texts.  Multiple e-mails only if attached to subscription

Limit on Number of Messages

Controlled by subscription schedule - no upper limit

Can be adjusted, but usually 25 per day per notification

Object Level

Works at any level

Asset Level Only


Export (Lesson 5-5)

This feature will allow you to export a Template to the download folder. Simply click on the Export button, and the XML file will download the file to Download folder on the computer. From there, it can be imported to another enVision program if needed.


Default (Template Actions)

The default option is used to determine which User Dashboard opens when the Dashboard is initially opened or activated.










Take this Quiz

 Question 1 - Click to Open

1. Any User can delete any dashboard marked as private? True or False

 A) TRUE

Users can only delete a dashboard they have created. Only a Admin level user can delete a privately marked dashboard.

 B) FALSE

Only the author or admin can delete a dashboard marked as private.


 Question 2 - Click to Open

2. Can you link a dashboard report to a Conditional Notification? Yes or No

 A) YES

 B) NO

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