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Connect provides you with the report tools to assist with analyzing the data that is being collected.
See also:
[Standard reports
[Scorecard reports
[Inspection reports
[Training downloads

Standard reports

Standard Reports are used to take a deep dive into the data, create charts with relevant points, and apply various interrogation methods to multiple devices of the same profile. External Objects from other devices with different profiles can be added to give a look at how the system is functioning.
 
You can create [standard reports using templates from the KEY2ACT library or you can [build the reports manually using the tabs in the window.
See also:
[Standard reports created using templates
[Standard reports created manually
[External Objects
[Event Chart Objects
[Training downloads

Creating standard reports using templates

Download the Standard Reports using Templates training guide.

 

  1. Choose the drop-down arrow to the right of the Reports icon
  2. Choose New Report icon.
  3. In the New Report window, choose Standard Report.

  1. Choose the profile that contains the KEY2ACT event templates.

  1. Choose Finish.
  2. Choose the Data Filter tab.

  1. Choose From Template.
  2. In the Edit Object window, choose data filters, and choose OK.

  1. In the Filter Criteria section, the data filters display. You can edit these filters by choosing the Edit button.
  2. Choose the Format Expressions tab to apply expressions from the event templates from the profile's associated Watchdog Event Notifications.

  1. The selected Format Expression names are displayed. Each Format Expression may have different columns and colors provided from the template. These can be edited by choosing Edit Expressions.
  2. Choose the Event Charts Objects tab.

  1. Choose Add and then choose the Event Chart(s) to be applied based on the template events from the profiles associated with watchdog event notifications.
  2. Choose OK in the Edit Object window to return to the Event Chart Objects window.

  1. The Event Chart Expression names that you chose are displayed. You can edit or remove an expression by choosing the appropriate icon at the top of the window.
  2. Choose OK.

Standard reports created manually

Note: We recommend that you wait to choose OK in the Report Setup window until the report setup has been completed.

  1. Choose the drop-down arrow to the right of the Reports icon
  2. Choose New Report icon.
  3. In the New Report window, choose Standard Report.
  4. Choose the profile that will be used in the report.

  1. Choose Finish.
  2. 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.

 

  1. Optional: Choose the External Objects tab to add objects that are not included in the selected profile. See [External Objects for more information.
  2. Choose the Object Options tab.
  3. 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.

 

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

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

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

  1. Choose OK.
  2. 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.

  1. Optional: Choose the Event Chart Objects tab. Event Chart Objects chart when objects trigger certain defined events. See [Event Chart Objects.
  2. 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.

See also:
[External Objects
[Event Chart Objects

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.

  1. (Optional) Choose the External Objects tab.Choose Add Object, and then choose Add External Object.

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

  1. You may add more calculated objects.You can also edit or remove existing objects.

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.).

  1. On the External Objects tab of the Report Editor, choose Add Object.
  2. Choose Add Calculated Object.

  1. Enter the name of the Object that is being created.
  2. 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.

  1. Choose OK. The External Objects window now displays the objects. One is the external object selected and the other is the calculated object difference.
  2. You may add more calculated objects.You can also edit or remove existing objects.

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.

  1. Choose Case Builder and then choose Add.

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

  1. Choose Result and enter the desired result.

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

  1. 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.

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

  1. 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

  1. On the External Objects tab of the Standard Report Editor, choose Add Object and then choose Add Moving Avg Value.
  2. Choose the Object that you want to obtain the average of and then choose OK.

Event chart objects

  1. Choose the Event Chart Objects tab.
  2. Choose Add.

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

  1. Choose OK.
  2. Choose OK.

Scorecard reports

A Scorecard report provides you with a toolset to construct scoring expressions for control loops and displays these scores visually in a report. For example, Space Temperature compared to Space Temperature Setpoint where a score is generated based on the difference between these values. If the "From Watchdog" report type is selected, some scoring expressions are provided automatically. Using this toolset a user may very quickly provide their customer with a performance ranking report on the majority of devices in a site.These are the types of score types available:

  • FB vs. SP - Compare a feedback to a setpoint.
  • FB vs. SP w/ Deadband - Compare a feedback to a setpoint with a deadband.
  • FB vs. Constant - Compare a feedback to a constant.
  • FB vs. 2 SP - Compare a feedback to two setpoints.
  • FB vs 2 SP w/ Deadband - Compare a feedback to two setpoints with a deadband.
  • Custom - Create a custom score. See [Watchdogs for scoring criteria.

    Download the Scoring training guide.

     
    See also:
    [Scorecard report from a profile
    [Scorecard report from a watchdog
    A Scorecard report provides you with a toolset to construct scoring expressions for control loops and displays these scores visually in a report. For example, Space Temperature compared to Space Temperature Setpoint where a score is generated based on the difference between these values. If the "From Watchdog" report type is selected, some scoring expressions are provided automatically. Using this toolset a user may very quickly provide their customer with a performance ranking report on the majority of devices in a site.These are the types of score types available:
  • FB vs. SP - Compare a feedback to a setpoint.
  • FB vs. SP w/ Deadband - Compare a feedback to a setpoint with a deadband.
  • FB vs. Constant - Compare a feedback to a constant.
  • FB vs. 2 SP - Compare a feedback to two setpoints.
  • FB vs 2 SP w/ Deadband - Compare a feedback to two setpoints with a deadband.
  • Custom - Create a custom score. See [Watchdogs for scoring criteria.

    Download the Scoring training guide.

     
    See also:
    [Scorecard report from a profile
    [Scorecard report from a watchdog

    Scorecard report from profile

    Note: We recommend that you wait to choose OK in the Report Setup window until the report setup has been completed.
     
  1. Choose the drop-down to the right of the Report icon
  2. Choose New Report and then choose Scorecard Report.
  3. Choose Next.
  4. Choose the From Profile type of scorecard report.
  5. Choose the Profile from the drop-down.
  6. Choose Finish.
  7. Optional: Choose the External Objects tab to add objects that are not included in the selected profile. See [External Objects for more information.

  1. Choose the Object Options tab and arrange the desired order for the objects to be displayed in the report starting from the far-left column to the right.

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

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

  1. Enter the data filter. A data filter will eliminate all results from the report that meet this set of conditions.

  1. Choose OK.
  2. Choose the Scorecard Options tab and then choose Add.

  1. Enter a name for the scoring criterion.

  1. Choose the type of score.

Note: For FB vs. SP, choose the Feedback Object. This is generally an input such as space temperature or airflow.

  1. Choose the SP Object.
  2. Enter the Max Error. This value is the maximum amount that the feedback can deviate from setpoint. Any deviation equal or greater than this maximum error will be given a value of 0. Any deviation between 5 and 0 will be scaled from 0-100%.
  3. Enter the Weight of Overall Score. This value assigns a weight to the score when using two or more scoring criteria.
  4. Choose OK.
  5. Choose the layout of the report. Date can be output as a column and the device as a row, or the device can be output as a column and the date as a row.
  6. Choose how to group the data. The data can be grouped by hour, day, week, month, or an average value with a ranking can be displayed.
  7. Choose OK.

Scorecard report from watchdog

Complete the following steps to set up a Scorecard report from an existing Watchdog:

  1. [Watchdog selection
  2. [Profile Objects tab
  3. [External Objects tab
  4. [Object Options tab
  5. [Devices tab
  6. [Data Filter tab
  7. [Scorecard Options tab
  8. [Misc Options tab

    Download the Scorecard Report from a Watchdog training guide.

    Watchdog selection

  9. Choose the drop-down to the right of the Report icon.

  1. Choose New Report and then choose Scorecard Report.

  1. Choose Next.
  2. Choose the From Watchdog type of scorecard report.

  1. Choose the watchdog to report on. The scoring is copied from the watchdog's setup.
  2. Choose Finish.

Profile Objects tab

On the Profile Objects tab, choose the objects to include in the report. The objects will display on the scorecard report in the order that they are selected.

External Objects tab

  1. Choose the External Objects tab to add objects that are in a different profile. See [External Objects for more information.You can also add Calculated Objects from the External Objects tab. A calculated object is calculated from the expression created in the Edit Object window. See [Adding a calculated object for more information.

  1. Choose OK to display the objects in the External Objects window.

Object Options tab

  1. Choose the Object Options tab to set the order that the objects display in the report.

  1. The numbers on the right hand side are the order of the display.
  2. Use your mouse to drag and drop any role to a different position for the report. 
  3. You also have the option to assign a row's order by right-clicking in the Order cell and either edit the order number or use the arrow buttons.

Devices tab

  1. Choose the Devices tab to mark/unmark the devices to be included on the report.

  1. Expand the navigation tree nodes by choosing the node arrows.
  2. Devices that contain the selected profile from the Profile Objects tab are automatically selected. You can unmark the check box next to any devices to exclude from the report.

Data Filter tab

  1. Choose the Data Filter tab.

  1. Choose the Edit button beneath the Filter Criteria section.
  2. In the Edit Filter Criteria window, you can create an expression to define when the report objects will be displayed.In the screenshot, the report will display object values when the OccupancyActive object returns a value of 1. This will apply to each individual device.

  1. After defining the expression, choose OK in the Edit Filter Criteria window.
  2. Back on the Data Filter tab's main window, the Date Range section provides you with the ability to set the Literal Date Range and the Relative Date Range. Choose the Edit button.
    • Literal Date Range - Defaults to the current date. You can edit this information by choosing the drop-down From and To date fields. Choose the increments in the field to the left of the To date range.
    • Relative Date Range - Defaults to the current date. You can edit this information by choosing the drop-down fields.
  3. After defining the date ranges, choose OK in the Date Range window.

Scorecard Options tab

  1. Choose the Scorecard Options tab. The scoring expressions from the watchdog display.

  1. Choose the Edit button beneath the Scoring section to modify the scoring expressions.
  2. In the Score Properties window, you can edit the expression and then click outside that window to close the Score Properties window.
  3. The Layout section provides the ability to choose the column and row arrangement of the Date and Device.

  1. The Group By section allows the user to set the column headers for the columns in the Layout section. The report can be grouped by:
    • Hour
    • Day
    • Week
    • Month
    • Average with Ranking (for the device)

Misc Options tab

  1. Choose the Misc Options tab display the Expression Format/Data Options window.

  1. The Expression Format Conditions section is used to highlight a section of a data column when the expression is true.
  2. To add a condition, choose the Add button.
  3. In the Edit Object window, enter the Name of the expression and then choose/enter the expression.In the screenshot, the example shows that the expression is true when the Space temperature is greater than the Effective Setpoint plus 5 degrees. The expression is named Too Hot.

  1. Choose OK in the Edit Object window.
  2. The added expression is displayed in the Expression Format Conditions window.
  3. Choose the Back Color drop-down arrow to choose the background color to use in the highlighted section of data samples.

  1. The Data Options window provides the ability to require a minimum number of data samples a device must provide before any data is displayed.
  2. Choose OK  in the Expression Format/Data Options to run the report.


 

Inspection reports

Inspection reports display building performance and energy efficiency by utilizing Connect to pull data from the Building Automation System (BAS).  You can analyze the performance for opportunities for improvements.
You have the ability to include analysis of all HVAC equipment including:

  • Variable Air Volume (VAV) units
  • Fan Powered Boxes (FPBs)
  • Air Handling Units (AHUs)
  • Chillers
  • Other miscellaneous pieces of equipment

    Download the Inspection_Reports_using_templates training guide.

      Your logo displays at the top right of the Inspection Report. The recommended dimensions for your logo is 200 pixels x 35 pixels.

    To add your logo to the Inspection Report, complete the following:
  1. In Connect, choose the Settings icon from the menu bar.
  2. In the Connect Settings window, under Inspection Report Settings, choose the ellipses browse button.

  1. In the Open window, navigate to your logo and then choose Open.
  2. Back in the Connect Settings window, choose the Accent Color drop-down and choose the color for the report sub-headings. If you know the RGB number or the hex color code, choose More Colors on the Custom tab, enter the number/codes and then choose OK.
  3. Choose OK.

Setting up the Inspections Report

  1. Choose the drop-down arrow to the right of the Reports icon
  2. Choose New Report icon.
  3. In the New Report window, choose Inspection Report.
  4. Complete the following tabs:

    1. [Configuration tab
    2. [Inspection Items tab
    3. [Building Score Devices tab
    4. [OA Temperatures tab
    5. [Building Temperatures tab
    6. [Occupied Runtime tab

Note: We recommend that you wait to choose OK in the Report Setup window until the report setup has been completed.
 

Configuration tab

  1. On the Configuration tab, enter the Report Title.

  1. Enter the Report Introduction.
  2. The Date Range defaults to the current month.
  3. The information entered on this tab is displayed on the Inspection Report as shown in the screenshot (red text not included).See [Adding your logo for steps on how to customize the report with your company logo.

Inspection Items tab

  1. On the Inspection Items tab, choose New Item.

  1. Choose the profile that contains a device class that will provide the mapped objects and the template events to be used in the report.

  1. Choose OK.
  2. If you want to take advantage of the provided inspection item templates, choose Yes in the mesage that displays.
  3. After choosing Yes, choose the rule groups , individual rules, or mark Check All.If any rules display in red, the rule cannot be applied. The Description field displays the reason.
  4. Choose OK.
  5. The list of provided inspection item rules displays. From this window, you can:

    • Create new custom rules by choosing New Item.
    • Add additional template rules from other profiles by choosing New Item.
    • Remove any rule by choosing the rule and then choosing Remove Item.
    • Edit any rule by choosing the rule and then choosing Edit Item.

Editing an inspection item

  1. To edit an inspection item, choose the item and then choose Edit Item to open the Inspection Item window.The buttons to the right of the Inspection Item Group:

    • Choose "+" to add new Inspection Item Group title
    • Choose "-" to remove the Inspection Item Group title
    • Choose "..." to edit the Inspection Item Group title
  1. On the Configuration tab, the Inspection Item Group defines the location of the inspection item in the report.  Choose the Inspection Item Group drop-down to choose a different group (location).
  2. The information entered in the following fields display on the completed report:

    • Inspection Item Title
    • Inspection Description
    • System Effect
    • Recommendations
  1. Choose the + icon to the right of Inspection Item Group to open the Inspection Item Configuration window.

  1. Enter the failed text to display in the Inspection Failed Text field. The text displays the sum of all setpoint select rule failures from all devices. Note that many setpoint rules may apply to each device.

  1. Enter the passed text to display in the Inspection Passed Test field.

  1. Choose the Expression tab to define the criteria that expresses a failed condition.The screenshot example expression as entered can be described as "When the CoolSetpointOcccupied is greater than 76 more than 10% of the Inspection report DateRange. The Default is One month.The available Numeric aggregation types for the DateRange aggregation are:

    • First - The first collected value.
    • Last - The last collected value.
    • Sum - The sum of all collected values.
    • Avg - The average of all collected values.
    • Min - The minimum of all collected values.
    • Max - The maximum of all collected values.
    • Delta - The difference between the minimum and maximum of all collected values.

The available Boolean or True False aggregation types for the DateRange aggregation are:

    • OccurrenceCount - The number of true occurrences.
    • ChangeCount - The number of true false occurrence changes.
    • PercentActive - The percentage of time where the expression is true.
    • TotalDuration - The total duration of time where the expression is true.
  1. Choose the Filter tab to open the Filter Criteria window.

  1. Choose Edit to create or edit a filter.
  2. In the Edit Criteria window, choose the criteria that defines when the expression will be applied.
  3. Choose OK.
  4. Choose the Devices tab to open the Devices window. If the Inspection Item Rules were created from more than one profile or a profile exists in more than one agent, the list of devices could be extensive.Buttons on this window:

    • Edit Filter - Choose to create or edit a filter.  The filters are based on the tags applied to the agents and/or devices.
    • Clear Filter - Clears the filters
    • Ungroup Devices - Choose to remove the agent hierarchy and list only the devices.
  1. Choose the drop-down to the left of the Agent name to display the devices within the list.
  2. Choose the check box to the left of the Agent name to select all devices under the Agent or you can choose individual check boxes.

  1. Choose OK.

Building Score Devices tab

  1. Choose the Building Score Devices tab.

  1. Choose the devices whose watchdog scores you want to be included in the Building Average Score. Choose the Agent check box to include all of the devices under the Agent.

OA Temperatures tab

  1. Choose the OA Temperatures tab.

  1. Choose Browse and then navigate to a device that contains outside air temperature values.

  1. Choose OK in the Browse window.
  2. In the Inspection Report, this temperature will display as a numerical (high/low) and graph form.

Building Temperatures tab

  1. Choose the Bldg Temperatures tab.

  1. Choose Import.
  2. In the Browse window, all items in the agent database are displayed.

  1. Choose Edit Filter.
  2. In the Filter Editor window, choose the Filter Type and Tag.

  1. Choose OK.The items display in the Browse window based on the tags assigned to the Agents, Profiles, Devices, and/or Objects in the Configuration Explorer. 
  2. In the Browse window, choose either a:
    • Single or small group of space temperatures - If you choose this method, you may continue to add additional single space temperature from other devices to the list. You may also repeat this process to add a selected group of space temperature objects. OR
    • Profile group of space temperatures - If you choose this method, the provided group of objects will be drawn from the profile selected. Verify that this group of space temperature objects are members of the correct agent. If not, you can remove the objects that do not reside in this agent.

Note: If your database of agents contains other objects with the same object name, ALL of those objects will also be included. Use the filtering tool to limit the list of returned space temperature objects to one agent.

Occupied Runtime tab

  1. Choose the Occupied Runtime Tab.

  1. In the Occupied Hours section, define the day(s) and time that will be considered Normal runtimes. Any operation of objects selected in the Objects to Monitor pane will be compared to these hours. Any operation outside these times will be considered as Unoccupied Operation. The default days are marked Monday to Friday with the Time Period from 8:00 AM to 5:00 PM.
  2. To edit this information, you can mark/unmark the days of the week.
  3. To edit the Time Period, choose the day and then choose the Edit button.
  4. In the Time Range window, you can either enter the start time and end time or you can drag the slider ends to the appropriate time.

  1. Choose OK.
  2. In the Objects to Monitor section, choose New Item.
  3. In the Browse window, choose either a:

    • Single or small group of occupancy references - If you choose this method, you may continue to add additional single occupancy references from other devices to the list. You may also repeat this process to add a selected group of space temperature objects. OR
    • Profile group of occupancy references - If you choose this method, the provided group of objects will be drawn from the profile selected.

Note: If your database of agents contains other objects with the same object name, ALL of those objects will also be included. Use the filtering tool to limit the list of returned occupancy references to one agent.

  1. Choose OK to return to the Occupied Runtime main view.
  2. If no Occupancy Objects are selected, the Inspection report will not include a Building Metrics Occupancy section. The DateRange used is the current month.

  1. Choose OK to close the Edit Inspection Report window. The Inspection report displays with the information that you have set up.

 

Watchdog reports

 

Download the Watchdog_reports training guide.

  1. In Connect, choose the drop-down arrow to the right of the Reports icon.

  1. Choose New Report. 
  2. In the New Report window, choose Watchdog Report and then choose Finish.

  1. The Edit Watchdog Report window opens on the Configuration tab.

  1. To change the Date Range, choose Edit. The default date range is the current month.
  2. Choose the Devices tab.

  1. In the Watchdog Devices window, you can create a report for:
    • [All Devices - In the Watchdog Devices window, the Use All Devices check box is marked by default. When marked, the report returns results from all watchdogs with scores from all Agents in the database.
    • [Single Object Devices - Unmark the Use All Devices check box.A tree displays giving the option to choose a single object (Agent, Device, Campus, Site, or Area).


Note: When using filters, you may want to choose the Clear Filter icon to verify that there are no additional check boxes marked at any lower levels.

    • [Tag Filtered - Choose the Edit Filter button to open the Filter Editor window.

  1. Choose OK.

All Devices Report

This report includes a Performance Ranking summary for all agents containing watchdogs with scores in the database.

All Devices Watchdog Report

 

Performance Ranking summary

Agent List index

Summary page for each Client

Device Scoring for each Device with a score

Single Object Devices

This report includes a Performance Ranking summary the selected object (Agent, Device, Campus, Site, or Area).

Single Object Devices Watchdog Report

 

Performance Ranking summary

Agent List index

Summary page

 

Device Scoring for each Device with a score

 

Tag Filtered

This report includes a Performance ranking summary for devices that were selected from a filtered list and the watchdog with scores have the tag assigned.

Tag Filtered Watchdog Report

 

Performance Ranking summary

Agent List index

Summary page

  

Device Scoring for each Device with a score

  

 

Pass/Fail Reports

Download the PassFail Reports training guide.

  1. In Connect, choose the drop-down arrow to the right of the Reports icon.

  1. Choose New Report. 
  2. In the New Report window, choose Pass/Fail Reports and then choose Finish.

  1. In the Edit Pass/Fail Report window, on the Scorecards tab, choose Import.

  1. In the Select Scorecard window, choose either an existing Scorecard report or a Watchdog.
  2. On the Properties tab, the source of the scoring displays. The scoring criteria is not editable in this window, however you can edit this in the source Scorecard or Watchdog.

    • When Scorecard Report is selected, the scoring criteria is copied from the selected Scorecard report.
    • When Watchdog is selected, the scoring criteria will be copied from the selected Watchdog.
  1. Choose the Scoring tab.

  1. The Scoring Expression names and Percent of Total Score display. This information can be edited in the source Scorecard or Watchdog.
  2. Choose OK.
  3. Choose the Report Options tab.

  1. The Report Options window provides the ability to customize the Pass/Fail report Title, Subtitle, image, and labels. This allows you to design a customized Pass/Fail report with clear identification of the report's source and purpose. It also provides for personalized labeling and branding.
  2. Choose the Summary Edit button to add a summary that can be individualized for each report and/or customer.
  3. Choose OK.
  4. Choose the Misc tab.
  5. To edit the Date Range, choose Edit to set the range used in the report.

  1. The Misc Options section provides the following options:

    • Pass/Fail Minimum Passing Score
    • Red/Yellow/Green - The range can be adjusted by choosing the Settings icon in the menu bar.

Note: Changes to the Red/Yellow/Green range updates the Red/Yellow/Green ranges throughout the database.

    • You can optionally mark the Show Failed Device Names check box.
  1. Choose OK.

Note: The Pass/Fail report can be exported to PDF by choosing the Export button in the report display.

Set of clips from a Pass/Fail Report

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