Connect provides you with the report tools to assist with analyzing the data that is being collected.

Standard reports created manually

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In the New Report window, choose Standard Report. 

Choose the profile that will be used in the report. 

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In the Standard Report Editor window, on the Profile Objects tab, mark the check boxes next to the objects to be included in the report. 

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Arrange the desired order for the objects to be displayed in the report starting from the far-left column to the right.If you want any points to be charted when the report opens, select which axis to chart a point on. 

Choose the Devices tab and mark the check boxes next to the devices to include in the report. 

Optional: Choose the Data Filter tab and then choose Edit. 

Enter the data filter. A data filter will eliminate all results from the report that don't meet this set of conditions. 

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Choose OK.

Optional: Choose the Format Expressions tab. Format Expressions add color to a row or cell indicating when a value of an object meets a specified condition. For example, space temperatures below setpoint could be blue and space temperatures above set point could be red. 

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Choose the Misc. Options. tab and complete the following fields: 

• • Minimum Number of Occurrences - Enter the minimum number of occurrences. If a filter was added, the report will only contain devices with this many or more samples. This can be used to filter out anomalies and report only devices with prolonged deviation from set point.
  • Aggregation Type - Choose the aggregation type: Hourly, Daily, All, or None.
  • Minimum/Maximum/Average/Sum Summary check boxes - Check the desired boxes to display the minimum, maximum, average, and/or sum summary at the bottom of the report on each column. This can be useful, for example, to display the minimum, maximum, and average temperature of a device was throughout the day.
  • Primary/Secondary Y Axis Title - Enter titles if desired for plotting objects.
  • Chart Type - Choose either a line chart or a scatter plot.

1. Choose OK.

External objects

This tool allows you to add an object from a different profile to this report. External objects such as data from weather stations or objects (such as supply air temperature) from an AHU (when creating a report using a VAV profile) can also be added to a report, demonstrated in the following steps.

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Choose Add Object, and then choose Add External Object. 

Browse to and select the external object to add to the report and choose OK in the Browse window. 

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Adding a calculated object

Calculated Objects are objects that can be created and added to a report. This tool allows the user to add an object that is calculated from the expression created in the Edit Object window. Examples of External Objects are Airflow Error (Airflow - Airflow Setpoint), constant values, or numeric values created from strings (convert False to 0, or Occupied to 1, etc.).

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Choose Add Calculated Object. 

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Choose the objects to use in creating the calculated object. For example, Space Temperature Error is the difference between the space temperature and the space temperature setpoint. 

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Using the case builder

The Case Builder gives a result for an output based on a set of conditions. For example, if a value is a string (strings can't be charted), the Case Builder allows a simple conversion to a numeric value. The following steps show how to specify a condition and define what the result output will be when that condition is met.

Choose Case Builder and then choose Add. 

Enter the condition that needs to be met to result in desired output. 

Choose Result and enter the desired result. 

Enter the Default value to be used when the Case Expression is false and choose OK. 

Review the expression and then choose OK to return to the External Objects window. 

Adding lead (next) value

Adding the lead value adds a new object that contains the proceeding value of a selected object. The following steps show how to add this object to the report.

On the External Objects tab of the Standard Report Editor, choose Add Object, and then choose Add Lead (Next) Value. 

Name the object that is being created. 

1. Choose the object whose proceeding value will be used in the newly created object.
2. Choose OK.

Adding a lag (prev) value

1. On the External Objects tab of the Standard Report Editor, choose Add Object.
2. Choose Add Lag (Prev) Value.
3. Name the object that is being created.
4. Choose the object whose proceeding value will be used in the newly created object.
5. Choose OK.

Adding a moving average value

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Choose the Object that you want to obtain the average of and then choose OK. 

Event chart objects

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Choose the Event Chart Objects tab.

Choose Add. 

Enter a name and then specify the criteria that will be met for the Event to be charted. 

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Report Template Settings

Use the Report Template Settings section to designate templates to use when exporting reports.

1. In Connect, choose the Settings icon from the menu bar to open the Connect Settings window.

2. Select the Report Settings tab. 

3. In the Report Template Settings section, you can select an XLSX template file and/or a DOCX template file.
   • XLSX - Allows a user to upload a formatted Excel template for use in any report that can be exported to Microsoft Excel (excluding the Inspection Report).
   • DOCX - Allows a user to upload a formatted Word doc template (for example, a custom header and footer) for use in reports that can be exported to Microsoft Word (Pass/Fail Reports).
4. To clear either of the template fields, choose the Clear icon.
5. To add a template, choose the appropriate Add icon and navigate to the template location. Select the file and choose Open.
6. To export the report with the header row frozen, mark the Freeze header row after export checkbox.
7. Choose OK to save the Report Template Settings.

For information on the Inspection Report Settings, see Inspection Reports.