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Creating a report

Set up a recurring report in three steps. The Schedule report wizard guides you through each tab in order.

Schedule report

1. Report Criteria

  • Report type — Measurement Data (KPI and spectrum data) or Events Report (an overview of events).
  • Groups — choose which groups the report covers.
  • Assets / Measurement Points — narrow it to specific machines or points.
  • Elements (Measurement Data) — Configure Elements to add the KPIs to include (per selected device) and, for spectra, Add Spectrum / FFT — acceleration or velocity, most recent or event-based, single- or multi-axial. Spectrum/FFT elements apply only to Treon Make (Treon Industrial Node X) points, which capture FFT; a Treon Flow (Treon Industrial Node C) report covers KPIs.

2. Frequency & Recipients

  • Report name and optional remarks.
  • Start time — the first run; its tooltip explains how the start time and interval interact.
  • Frequency — Daily, Weekly and/or Monthly (you can combine them).
  • Format — HTML and/or PDF.
  • Unit Standard — SI or US (Measurement Data).
  • Recipients — add email addresses (each is validated, and duplicates are rejected), and remove any you selected.

A report needs a name, a start time, at least one frequency and at least one format before you can save.

3. Preview & Save

Reorder the assets and measurement points by drag-and-drop, preview the result (an Asset Health Summary or Event Summary), and Save (with a confirmation).

View, download, delete

Open a report from the list with View Report:

  • Filter by time range (including a custom start and end) to re-render it over a chosen period.
  • Download it as a PDF (named by date).
  • Delete it (with a confirmation), or edit it to reopen the same wizard as Update report.