Dream Report: The Technical Basics Renee Sikes Applications Engineer Dream Report Brand Manager

Agenda Review of Automation Challenges Overview of Dream Report Architecture Live Demo of Architecture – Project Wizard – Creating a connection to a database – Logging to a database – Creating a report – Using Dynamic Data Objects – Scheduling Report Generation – Running a Report – Accessing Reports Sales Information Q&A

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!

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

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

Breadth and Depth of Data Connectivity Options Aggregates data from real time data sources, and existing historical sources – Access process and alarm data Designed for both Continuous and Batch processes Complements existing SCADA and MES applications

Variety of Data Types and Sources Supports direct connection to existing OPC data sources – OPC DA, OPC HDA, OPC A&E Can be connected to one or multiple ODBC databases – SQL Server, Oracle, MS Access, etc Built-in custom drivers for connecting to a variety of historians – Ex. DeltaV, Wonderware, Iconics, Pi, etc.

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

Reduce Engineering Time Speed up report development time by times Quickly and easily bring data into valuable, professional looking reports with Project Wizard Use in virtually any industry

Project Wizard Quickly develop project basics – Continue design in normal working mode Easy-to-use, intuitive wizard – Project Name – Connect to a Data Source – Define Data Archiving Parameters – Define Batch Information – Report Design

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

Dynamic Data Objects Automatically extract data from data source to build reports dynamically Simple to add to a report Simple configuration windows Display values in widget format 16 Different Dynamic Object Types with 100s of configuration options – Simple Statistical Objects – Compound Data – Expression Data – Dynamic Text – Page Number – Advanced SQL Condition – Date&Time – Item Table – FreeTable – Automatic Statistical Table – Step Table – SQL Query Table – AlarmTable – Pie Graph – Bar Graph – Line Chart – Indicator

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

Scheduler and Automatic Distribution Methods Automatically generates and distributes.pdf,.xls, and web-enabled reports Automatic Schedule Distribution Methods Dynamic Report Generation Web Portal

Automatic Report Generation Generate on a schedule – Any time period, and combination of week days – Monthly, yearly, weekly, daily – Generate on a specific time interval – Define as many generation periods as you want Generate on event – Use a data source item as a trigger for report generation

Automatic Report Distribution Distribute reports to: – Web – – Print – File Server Combine distribution methods for increased reliability

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

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

Contact Information & Other Learning Opportunities Questions later? – Renee Sikes – Software Toolbox Tech Support or Product Website – m/dreamreport Other learning opportunities – Recording of this webinar – Visit softwaretoolbox.webex.com Tentative Schedule – May 18 th : Advanced Manual Data Entry – June 29 th : Info on the Go – July 20 th : Fast, Friendly, & Flexible – August 24 th : Secure and Reliable