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Scorecard Report from Watchdog
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Scorecard Report from Watchdog

Owned by Documentation Reviewer
Last updated: May 24, 2024 by Kimberly Onnen

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

Watchdog Selection

  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 Watchdog type of scorecard report. 

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

Profile Objects tab

On the Profile Objects tab, choose the objects to include in the report. The objects will be displayed 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. 

  2. 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. 

  2. The numbers on the right-hand side are the order of the display.
  3. Use your mouse to drag and drop any role to a different position for the report. 
  4. 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 in the report. 

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

Data Filter tab

  1. Choose the Data Filter tab. 

  2. Choose the Edit button beneath the Filter Criteria section.

  3. 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 device. 

  4. After defining the expression, choose OK in the Edit Filter Criteria window.
  5. 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.
  6. 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. 

  2. Choose the Edit button beneath the Scoring section to modify the scoring expressions.
  3. In the Score Properties window, you can edit the expression and then click outside that window to close the Score Properties window.

  4. The Layout section provides the ability to choose the column and row arrangement of the Date and Device. 

  5. 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 to display the Expression Format/Data Options window. 

  2. The Expression Format Conditions section is used to highlight a section of a data column when the expression is true.
  3. To add a condition, choose the Add button.

  4. 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. 

  5. Choose OK in the Edit Object window.
  6. The added expression is displayed in the Expression Format Conditions window.

  7. Choose the Back Color drop-down arrow to choose the background color to use in the highlighted section of data samples. 

  8. The Data Options window provides the ability to require a minimum number of data samples a device must provide before any data is displayed.

  9. Choose OK  in the Expression Format/Data Options to run the report. 

Download the Scorecard Report from a Watchdog training guide from Training Downloads.