Dream Report: Advanced Manual Data Entry

1. Dream Report: Advanced Manual Data Entry Renee Sikes Applications Engineer Dream Report Brand Manager

2. Agenda • Review of Automation Challenges • Overview of Dream Report Architecture • Live Demo of Manual Data Entry • Setting up manual drivers • Configuring simple statistical objects for manual input • Adding and configuring web elements • Running the web portal and entering manual data • Q&A

3. Reporting for Automation • Common Problems • Accessing both real-time and historical data from numerous sources • Costly to implement • Requires IT, programming skills • Manual data entry • Distribution and automation of reports • Resource intensive • Costly to maintain • Mobile support • Quality support and training • Licensing Dream Report is the solution!

4. Product Architecture Automatically Publish and Distribute Web Portal File Server eMail Printers Mobile Provide Reports Generate and execute • Manually: • Select Report • Change period or select batch • Generate new report • Automatically: • On Schedule • On Event Generate Reports Provide Data Design and configure Define and execute periodically any type of calculations: Design Reports Configure Data Aggregation • Design reports in easy environment • Use Page Templates • Use Report Templates Min, Max, Average, Current, Integral, Duration, Counter, SQL commands, free Mathematical Calculation… Provide Data Provide Data Connect to Data Sources Access existing 3-d party archives Data Logger Real-Time Data and Alarms • Dream Report logger can archive real time data into any open database • SQL Server • MySQL • Oracle • Access • … • HISTORIANaccess • OPC HDA • ODBC & OLE • CSV files • Native drivers for proprietary archives REAL TIMEdata and alarms - OPC DA-AE - Native Drivers HMIs, PLCs, DCS, SCADA, …   K A F

5. Solution: Manual Data Entry Options • Dream Report 4+ provides 2 Manual Input drivers • Provides a Manual Values Editor to enter values • Desktop and web portal interface • Writes values directly to database using Web Format report

6. How? Manual Values Editor • Use date/time picker to set timestamp of data • Manual driver tracks • Original Values • Each value correction operation • Separate timestamps of the operation and the value associated time • Extract manual values for reporting by: • All values • Only original values • Only validated values • Only non-validated values

7. How? Web Manual Data Entry • Turns simple dynamic objects into user entry objects • Single Data Items • Step Tables • Free Tables • Web Elements for interacting with page • Hyperlink • Action Button • Timestamp Picker • Combo Box

8. Live Demo • Project Wizard • Manually Adding/Configuring Communication Drivers • Setting up Logging Groups • Configuring Dynamic Data Objects • Date/Time object • Single Data Object • Step Table • Chart • Scheduling Report Generation • Running Your Project

9. What Tools are Needed? • Licensing based on tag and web portal count • Contact us to discuss your project • Like what you see? Have a project in mind? • Let us show you how Dream Report can solve your reporting needs • Free Demo Available • Limits to 25 tags • Development will run for unlimited time, Runtime for 30 minutes at a time www.softwaretoolbox.com/DreamReport

10. Contact Information & Other Learning Opportunities • Questions later? • Renee Sikes • rsikes@softwaretoolbox.com • Software Toolbox Tech Support • support@softwaretoolbox.com • 888-665-3678 or +1 704-849-2773 • Product Website • http://www.softwaretoolbox.com/dreamreport • Other learning opportunities • Recording of this webinar • Visit softwaretoolbox.webex.com • Tentative Schedule • June 29th: Info on the Go • July 20th: Fast, Friendly, & Flexible • August 24th: Secure and Reliable