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IM02606003E

User Guide:
Power Xpert Reporting Version 3.1
User's Guide: Power Xpert
Reporting Version 3.1
IM02606001E
User's Guide: Power Xpert Reporting Version 3.1: IM02606001E
Publication date March, 2014
Copyright 2014 by Eaton Corporation. All rights reserved.

Specifications contained herein are subject to change without notice.

Power Xpert and PowerVision are registered trademarks of Eaton Corporation.

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The information, recommendations, descriptions and safety notations in this document are based on Eaton Corporations (Eaton)
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tained herein.
Table of Contents
Introduction ................................................................................................... 1
What Can I do with Power Xpert Reporting (PXR)? .................................... 2
Accessing Power Xpert Reporting ........................................................... 3
Reports ........................................................................................................ 7
System Status Report ............................................................................ 7
Branch Circuit Monitoring Report ............................................................. 9
Capacity Summary Report .................................................................... 15
Baseline Comparison Report ................................................................. 18
Data Center Efficiency Report ............................................................... 21
Energy Cost Allocation Report ............................................................... 23
Energy Cost Allocation - Period Comparison Report ................................. 28
Energy Summary Report ...................................................................... 30
Energy Summary - Period Comparison Report ........................................ 33
Greenhouse Gas Report ....................................................................... 34
Greenhouse Gas - Period Comparison Report ......................................... 36
Utilities Report ..................................................................................... 38
Reporting Hierarchy Data Report ........................................................... 41
Power Quality Report ........................................................................... 42
Event Summary Report ........................................................................ 44
Joint Commission Report ...................................................................... 47
Joint Commission Time Selector ............................................................ 49
Energy Consumption Report ................................................................. 50
15 Minute Interval Report ..................................................................... 52
How do I Subscribe to a Report? .................................................................. 55
Scheduling Reports to a Windows File Share .......................................... 55
Scheduling Reports for Email Delivery .................................................... 58
Editing Your Report Schedule ............................................................... 61
How do I Access Reports from PXS? ............................................................. 63
How Do I Access Reports Via a Browser? ...................................................... 65
Browser Settings ................................................................................. 65
Authentication ..................................................................................... 65
Dashboard .................................................................................................. 67
iv
Introduction
The Power Xpert Reporting Subsystem provides the following predefined reports:

Administration - System Status Shows System configuration settings, including re-


Report port and server URLs, log file locations, and cur-
rent logging state.

Capacity - Branch Circuit Moni- Provides detailed capacity information about cir-
toring Report cuits, including phases and sides of a redundant
system that must be able to accept the full circuit
load. Specializes in circuits from multiple sides of
a data center. Also includes Environmental Moni-
toring of the data center, reporting on temperature,
humidity, and cooling efficiency.

Capacity - Capacity Summary Provides detailed information for monitoring indi-


Report vidual circuit load and use against capacity. Helps
identify overloaded and highly loaded circuits.

Energy - Baseline Comparison The Baseline Comparison Report compares ener-


gy consumption against a baseline and is a useful
tool in applying for LEED certification.

Energy - Data Center Efficiency Compares consumption of electrical energy for IT


Report and non-IT activities. Calculates DCiE and PUE.

Energy - Energy Cost Allocation Provides a total energy consumption and demand
Report dollar value or a cost per unit, such as kWh or
kW, for a selected time period. Available units in-
clude cubic-feet, pounds-mass, us gallons, volt-
amperes, volt-amperes reactive, or watts.

Energy - Energy Cost Allocation Provides either a total energy bill dollar value or a
- Period Comparison Report cost per unit, such as kWh for two different time
periods.

Energy - Energy Summary Re- Shows consumption (kWh) and demand (kW) for a
port selected time period. Demand costs can be spec-
ified as well. Available units include cubic-feet,
pounds-mass, us gallons, volt-amperes, volt-am-
peres reactive, or watts.

Energy - Energy Summary - Pe- Shows consumption (kWh) and demand (kW) for
riod Comparison Report two different time periods.

Energy - Greenhouse Gas Re- Shows the quantity of six different greenhouse
port gases emitted by electric utilities in your area,
based upon your consumption of electrical energy
over a given period.

Energy - Greenhouse Gas - Pe- Shows a comparison of the quantity of six different
riod Comparison Report greenhouse gases emitted by electric utilities in
your area, based upon your consumption of elec-
trical energy over two specified periods of time.

Energy - Utilities Report Shows the consumption and maximum rate for
water, air, gas, electricity, and steam for a given
period of time.
What Can I do with Power Xpert Reporting (PXR)?

General - Reporting Hierarchy Designed for data export, this report provides all of
Data Report the data from the devices within a selected point in
the reporting hierarchy.

Power Quality - Power Quality Shows min, max, avg, standard deviation, trends,
Report and data distribution for voltages, current and
THD.

Reliability - Event Summary Re- Shows event totals, event total by description, and
port detailed time of events.

Reliability - Joint Commission Shows device attributes details for key metrics
Report monitored from generators and ATSs during gen-
erator tests, as well as events during the test.

Reliability - Joint Commission A convenience report to help you pick start and
Time Range Selector Report end times for the Joint Commission Report. You
can launch a Joint Commission Report about a se-
lected event within this report.

Tabular Output - Energy Con- Time-stamped energy consumption data in 15-


sumption Report minute intervals.

Tabular Output - Interval Data Time-stamped 15-minute interval data for a select-
ed device in the hierarchy.

What Can I do with Power Xpert Reporting (PXR)?


1. What does PXR do?

PXR provides a set of reports that gives you insight into the health and effi-
ciency of your power system. PXR has a series of easy-to-understand reports
that provide information about circuit capacity, power quality, energy costs,
and events within your electrical system. You can use these reports to tune
your electrical system for maximum efficiency and reliability.

2. What kinds of reports are available?

PXR provides reports that tell you about:

Circuit capacity

Operational details of your circuits

Energy consumption

Energy costs

Power quality

Events, such as outages, power problems, equipment failures, etc., within


your electrical system.

Joint Commission (JCAHO) data concerning ATSs, generators, and other


equipment used to test backup systems in hospital environments. This re-
port is used to meet Joint Commission requirements.

PXR system status

3. I'm a facilities manager. What's in these reports for me?

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Accessing Power Xpert Reporting

You can look at trends for cooling and power capacity, examine energy usage,
and keep tabs on your electrical system reliability. At a glance, you can deter-
mine that your power system is redundant, such as through the use of UPSs.

4. I'm an energy manager. What can I do with the reports?

You can view energy consumption by your organization and then allocate
costs across your facility.

5. I'm a data center manager. Can I use the reports?

Absolutely. In fact, they'll give you a view of your data center power that you've
likely never seen. The Branch Circuit Monitoring report supports redundant da-
ta center configurations, and you can use this to see phase and side balance
and spot areas where there is available capacity or where they are about to
exceed capacity.

6. Can I access the reports from within Power Xpert Software?

Yes, the reports integrate directly within the Power Xpert Software web inter-
face.

7. Are there other ways to access the reports?

Yes. You can access the reports directly through their own web server. You
can also subscribe to reports and have them sent to email or file shares.

8. Can I install PXR on the same server as Power Xpert Software?

Yes, and in fact that's the easiest installation scenario. Having PXR on the
same server is suitable for smaller installations. For larger systems, you
should host SQL Server on a separate server machine.

9. So, I can install PXR and use an existing installation of Microsoft SQL Server?

Absolutely. You can either have a separate dedicated server running SQL
Server or even a server farm. The Installation and Deployment Guide provides
detailed instructions for this and we provide a Deployment Utility to help you
set this up.

You cannot run PXR on SQL Server Express. You must have SQL Server
Standard or Enterprise edition.

10. Can I integrate PXR with Foreseer?

Yes, however this is handled by Eaton field engineers. Contact your Eaton
Representative. Eaton field engineers can configure a custom PXR solution for
your Foreseer system.

11. Can I import information into Excel, Access, and other applications?

Yes. You can export report data in a variety of standard file formats, including
comma separated value (CSV), Microsoft Excel, PDF, etc.

Accessing Power Xpert Reporting


You can access PXR via its web interface or from within Power Xpert Software. For
detailed information, see How Do I Access Reports Via a Browser? [65] and How
do I Access Reports from PXS? [63].

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Accessing Power Xpert Reporting

Note

For web access, you will need to use Microsoft Internet Explorer version 8,
9, or the desktop version of Internet Explorer 10 to access the reporting sub-
system. Other browsers will provide reduced functionality.

The initial report page, shown in the following figure, provides access to the various
reports. Simply click the link to access the report you wish to view.

Figure 1. PXR Web Page

Reports can be filtered in the following ways:

1. By date range, which can be either a pre-defined time period or custom, allowing
you to set arbitrary start and finish dates as well as the sub-period (ranging from
Hour to Year-to-Date). Note that the Cost Allocation - Period Comparison and
Energy Summary - Period Comparison Reports have two date ranges,

2. By hierarchy, through the Reporting Hierarchy.

3. In some reports you can set additional parameters, such as the Units (watts, volt-
amperes, etc.) or Buckets (the number of bars on the bar chart).

4. The following reports support a normalization parameter, which is used to normal-


ize energy usage data so that you can compare energy values from various loca-
tions.

Energy Summary

Energy Summary Period Comparison

Energy Cost Allocation

Energy Cost Allocation Period Comparison

Utilities Report

Greenhouse Gas

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Accessing Power Xpert Reporting

Greenhouse Gas Period Comparison

When you select a point in the device hierarchy, you will receive a report on both it
and all of the devices beneath it in the tree. For example, if you see something similar
to the following in the Reporting Hierarchy tree:
\\ACME\CONI2

\\ACME\CONI2\1200A BUSS DUCT Feeder (West)

\\ACME\CONI2\800A BUSS DUCT Feeder (East)

If you select \\ACME\CONI2\800A BUSS DUCT Feeder (East), the report will only
contain information about that circuit. However, if you select \\ACME\CONI2, the re-
port will contain information about both DUCT Feeder circuits, as they are considered
children of \\ACME\CONI2. Also, the report would contain anything that was in the
CON12 folder as well.

Reports can be exported in a number of formats, covered in the following table:

Table 1. Available Report File Formats


XML The report is exported using in XML 1.0 format, with val-
ues broken down by table and chart elements. This is an
export function provided by Microsoft SQL Server Re-
porting Services and is not reliable. We cannot control
it. We cannot pick and choose. Eaton does not recom-
mend this format and does not support it.
CSV A comma-separated values file. Note that the Reporting
Hierarchy Data report was designed for this format.
TIFF graphics file A .tif image of the entire page of the report. The graphics
viewer must support multi-page TIFF images, otherwise
you'll only see the first page. Microsoft Picture and Fax
Viewer supports multi-page TIFF images.
PDF An Adobe PDF file of the report, suitable for archiving or
emailing.
Web archive The web archive is an MHTML file, which combines the
HTML and graphics from the report into a single file that
can be emailed or archived.
Microsoft Excel A multi-page Excel version of the report, complete with
graphics. Note that while the information and the graph-
ics will be in the report, these reports were designed for
presentation in HTML and PDF. As such, there may be
minor formatting irregularities when a report is viewed in
this format.

The Find field provides a simple text search for all or part of an item within the report.
The search string can be up to 128 characters in length. Boolean search operators,
such as "+," are not supported.

The print button accesses the standard Windows print dialog box, which you can use
to print the current report.

Note

The print function is only supported in Internet Explorer, and may not work in
Firefox, Opera, Safari, Chrome, or other browsers.

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Reports
System Status Report
What is it? The System Status Report provides monitoring and troubleshooting infor-
mation about the following:

The Power Xpert Reporting (PXR) configuration settings, such as report and server
URLs, log file locations and current logging state (active or not), etc.

The PXR database statistics and table storage properties.

Microsoft SQL Server Agent job status

While this information can be found in various screens in the Administration and De-
ployment utilities, this report provides a single reference that describes your system
setup. A good practice is to run this report on a fully functional PXR system and file it
as a future reference.

This is also an excellent report for troubleshooting purposes, and should you need to
contact Eaton for support you may be asked to generate this report.

Who uses it? System administrators and Eaton support personnel.


System Status Report

Figure 2. System Status Report - Top Section

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Branch Circuit Monitoring Report

Figure 3. System Status Report - Bottom Section

Branch Circuit Monitoring Report


What is it? The Branch Circuit Monitoring report provides detailed capacity infor-
mation about circuits. Each circuit can have one or more Sides which represent re-
dundant power sources. Redundancy with multiple sides is having a single piece of
equipment powered from multiple power sources (sides) where a single side can car-
ry all of the load in case of loss of power on the other side. The report includes sup-
port for up to 5 Sides of a redundant system and shows the balance of Sides and
Phases.
This report also contains a section on Environmental Monitoring within the data cen-
ter. This reports the high, low and average temperature and relative humidity of cool-
ing air entering and exiting specific areas, such as racks. If both inlet and exhaust lo-
cations are selected, the report calculates the difference between them. In addition,
the report plots the trend of inlet and exhaust cooling air temperature readings, as
well as the cooling efficiency trend (if kW are selected). Cooling efficiency is the delta
of inlet and exhaust temperatures divided by the average kW load.

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Branch Circuit Monitoring Report

A new parameter, "Include Empty Circuits", when checked, causes every folder in the
hierarchy to be included in the report, even if it has no data.

Note

If more than one parameter is entered for temperature and humidity, the re-
sult will be an average of the two. The "Max" value would be the peak of the
two.

The watt and volt-ampere ratings on the Branch Circuit Monitoring report are
informational only, and handled on a per folder basis. They are not used in
calculations that show capacity.

If watt or volt-ampere attributes with different ratings are on the same side
within a folder, the MAX rating is shown.

If watt or volt-ampere attributes with different ratings are on different sides


within a folder, the MIN rating is shown.

What can I specify? You can set the following:

Date Range Sets the time period for the report. See the following ta-
ble for a list of possible time periods.
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-Period Sets the time scale for report graphs.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Initial Detail Selects an increasing level of detail shown in the report.
You can select from: Totals Only; Totals and Sides;
Totals, Sides, and Drilldowns; and Totals, Sides, and
Drilldowns Expanded.
Minimum Utilization % Filters the report to show only circuits where the utiliza-
tion exceeds the minimum percentage. If you don't want
to use this filter, simply leave it blank.
Maximum Utilization % Filters the report to show only circuits where the utiliza-
tion is less than the maximum percentage. If you don't
want to use this filter, simply leave it blank.
Value Used Selects the function to use when calculating sub-period
report values. You can select between MIN (minimum),
MAX (maximum), and AVG (average) which will display
those values for the period as well as the sub-period.
Period averages will be the average of sub-period aver-
ages.
Include Empty Circuits When checked, all folders are included whether or not
they contain data. When unchecked, folders without da-
ta are ignored.
Display Units Selects between English and Metric.

Table 2. Reporting Time Period Choices


Time Period Notes
Custom When selected, you must specify the Start Date and End
Date values.
2 Days Ago From midnight two days prior to midnight yesterday.
3 Days Ago From midnight three days prior to midnight two days pri-
or.
Current Month From midnight on the first of the current month to mid-
night on the first of next month.

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Branch Circuit Monitoring Report

Time Period Notes


Current Quarter From the first day of this quarter to the first day of the
next quarter.
Current Week From midnight on the prior Sunday to midnight of the
next Sunday.
Current Year From the first of January of this year to the first of Janu-
ary of next year.
Last Month From midnight on the first day of last month to midnight
of the first day of the current month.
Last Quarter From the first day of the prior quarter to the first day of
the current quarter.
Last Week From midnight on the Sunday before last to midnight on
the last Sunday.
Last Year From the first of January of last year to the first of Janu-
ary of this year.
Past 1 Day From one hour ago to the same time yesterday
Past 10 Days From one hour ago to the same time 10 days ago.
Past 20 Days From one hour ago to the same time 20 days ago.
Past 30 Days From one hour ago to the same time 30 days ago.
Past 5 Days From one hour ago to the same time five days ago.
Past 60 Days From one hour ago to the same time 60 days ago.
Past 90 Days From one hour ago to the same time 90 days ago.
Prior Day Last Year From midnight on the day before last to midnight tonight,
but for last year.
Prior Month Last Year One year ago from the current date, from midnight on
the first day of last month to midnight of the first day of
the current month.
Prior Week Last Year One year ago from the current date, from midnight on
the Sunday before last to midnight on the last Sunday.
This Day Last Year One year ago from the current date, from midnight of the
previous day to midnight of this date.
This Month Last Year One year ago from the current date, from midnight on
the first of the current month to midnight on the first of
next month.
This Week Last Year One year ago from the current date, from midnight on
the prior Sunday to midnight of the next Sunday.
Today Midnight last night to midnight tonight.
Year to Date From midnight on first day of current year to midnight
tonight
Yesterday Midnight on the day before last to midnight tonight.

Who uses it? This report is especially useful for Data Center Directors. The report
shows capacity on redundant circuits, and you can use it to spot where circuits are
exceeding their total capacity or on which circuits you can add additional loads.
This report is also valuable in monitoring the temperature and humidity of cooling air
in the data center, plotting trends, and showing the cooling air efficiency. The report
also displays power trends and high-low trends per phase.
What does it contain? The table at the top of the report (1) shows detailed information
for each side of the circuit. Each circuit can have one or more Sides which represent
redundant power sources that must be able to accept the full circuit load. The table
also shows kVA, kW, and detailed circuit utilization by Phase, expressed in amps.
The Total line summarizes all information for the circuit. It is color coded depending
upon the worst utilization figures. The ranges are:
<70% White / Blue
70 - 80% Yellow

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Branch Circuit Monitoring Report

80 - 90% Orange

>90% Red

Note

The numbers contained in this sample report are not intended to be an ac-
curate representation of a customer facility. They are simply symbolic of the
type of data that can be generated by the Branch Circuit Monitoring report.

For more information on how to set up the specific report you desire, refer to
the PXR Administrators Guide, Creating Report Hierarchies.

Figure 4. Condensed Version of the Branch Circuit Monitoring Report.

The Environmental Monitoring section (2) shows the low, average, and high tem-
perature (in degrees F, and the low, average and high relative humidity (in percent)
for the inlet and exhaust cooling air. The report also calculates and plots the cooling
efficiency, which is calculated by dividing kW by a delta factor. Separate graphs show
the trend in inlet and outlet temperatures and the cooling efficiency trend. The trend
will be hidden if you have no Environmental readings.

Figure 5. Environmental Monitoring

If you select any of the Drilldowns options, you'll see the following detailed sections
as well. The Power Trend section (3) consists of stacked bar charts that compare
the sides throughout the period of the report. The x-axis is defined by the Sub-Period
value set for the report. Trend details will be hidden if you have no power readings.

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Branch Circuit Monitoring Report

Figure 6. The Power Trend Details Section

The Side Balance per Phase section (4) consists of stacked bar charts comparing
the Sides. The heading of the section shows the Value Used selection.

Figure 7. The Side Balance per Phase Details Section

The High-Low Trend per Phase section (5) shows trend charts for each Phase.
Each bar shows the MIN and MAX for the sub-period (e.g., Day). The color coding
(described above) visually highlights the utilization. However, in the case of High-Low
Trends <70% is shown in blue, as seen in the graphs below.

Figure 8. The High-Low Trend per Phase Details Section

Similar information is provided for single phase Circuits and Breakers (6). At the top,
this page shows the Side, kVA rating and load, kW rating and load, and Amps rating
and load per phase for the sub-period selected (e.g. Day). Totals are shown for all
breakers on that side.

This page also shows the Side Balance per Phase and High-Low Trend per Phase
for the breakers on each individual circuit, as well as totals.

Figure 9. Circuits and Breakers

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Branch Circuit Monitoring Report

Information about Single Phase Circuits (7) can be shown in this report as well. The
top part of the page shows the side, rating and load (in amps) for a single circuit, as
well as total load for all sides. The page also shows Inlet and Exhaust Temperature
Trend, Cooling Efficiency Trend, Side Balance Average (in Amps), and High-Low
Trend (in Amps) for each circuit selected.

Figure 10. Single Phase Circuit

This report can also show the Power Distribution by Panel (8). This page shows the
load (in amps), rating, side and daily trend for each circuit on each phase, for any giv-
en panel. Each panel consists of 42 individual breakers.

Note

The illustration below (8) shows only 20 of the 42 breakers on this panel.

To display this panel, a single hierarchy folder must have 42*x children folders with
single phase current, where x is the number of panels. Each folder represents a cir-
cuit.

If the user has 42 folders, PXR will create a BCMR with a single panel. Naming con-
vention is not used for these folders, so it assumes they are sequential (Circuit 1, Cir-
cuit 2, Circuit 3, etc.).

If a user has 84 folders. PXR will create a BCMR with two panels. Naming convention
is not used for these folders, so it assumes they are sequential (Circuit 1 - Panel 1,
Circuit 2 - panel 1, ... Circuit 42 - Panel 2, Circuit 1 - panel 2, Circuit 2 - panel 2, etc.).

Any multiple of 42 should work.

Note

When an attribute is missing data, the panel view may not show properly.
The single-phase view may be shown instead. Use "Include Empty Circuits"
if this is being problematic.

Note

Because the charts are built in blocks, each bar consists of a number of
blocks base on its value. This can cause values that are slightly different ap-
pear to have more of magnitude difference than they really do because the
value difference gives the larger bar a whole new block.

Also, the scaling of bar charts is per parent hierarchy folder, so all panels
with a Remote Power Panel (RPP) will have the same scale for their charts.
The next RPP will have another scale for the next set of panels. If the charts
are stretched out and made to look larger, the problem goes away.

The (bar chart) panel trends are approximate given their size. A larger, and
more accurate, bar chart results from pulling the report for the single circuit
and seeing the chart in the single phase view.

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Capacity Summary Report

Figure 11. Power Distribution Panel

The report can also display user-supplied Images of devices in the hierarchy, such
as individual panel connections or panel location. See the Administrator's Guide for
details.

Capacity Summary Report


What is it? The Capacity Summary report shows both circuit load and use against ca-
pacity. It shows each capacity attribute individually and does not display redundant
side information. You can use it to identify overloaded and lightly loaded circuits. It al-
so provides detailed information on monitored circuits.

The report has two or more pages:

The first page provides summary information.

The second and following pages provide information for all monitored circuits that
are contained in the query.

What can I specify? You can set the following:

Date Range Sets the time period for the summary. See Table 2, Re-
porting Time Period Choices [10].
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-Period Sets the time scale for report graphics.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.

Who uses it? This report is especially useful to:

Systems Integrators

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Capacity Summary Report

Electrical Consultants

Facility Managers

Maintenance Managers

Plant Managers

What does it contain? Page one has the following points of interest:

1. The top five most used circuits, ordered by maximum use.

2. The top five least used circuits, ordered by minimum use.

3. Legend, explaining the graphs shown in the report. The black line shows the mini-
mum. The white line shows the average. The right-hand side shows the maximum
and its numeric value.

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Capacity Summary Report

Figure 12. Capacity Summary Report - Overview Page


The following figure is typical of subsequent pages in the report. Each page covers
one of the individual devices contained in the query. Each page contains the following
information:
Current, by phase, shown as separate rows.
Minimum, average, and maximum use, per circuit
Actual loads and capacities, per circuit.

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Baseline Comparison Report

Trend charts for each phase.

Figure 13. Subsequent Pages of the Capacity Summary Report

Baseline Comparison Report


What is it? The Baseline Comparison Report does exactly what it's name implies, it
compares actual energy consumption to a baseline that you establish. Typically, one
of the steps in applying for LEED certification requires comparing actual energy con-
sumption to the design target baseline value. The baseline value is provided by either
the U.S. Green Building Council (USGBC) or some third party or software tool (such
as the Carrier HAP or Trane TRACE applications). The Baseline Comparison report
provides that comparison to a baseline value.
To use this report, you must first construct a reporting hierarchy with the device attrib-
utes that will provide the real energy consumption. You must then gather your base-
line data and construct the baselines, including the categories, sub-categories, re-
porting units and values through the Administration Utility. This data can either be set
as rules or entered as trend data (either by manually entering it or importing the data
through a CSV file).
You must also associate device attributes, which measure the real consumption val-
ues, with the baselines that will be used for comparison. This is also done through the
Administration Utility.
What can I specify? You can set the following:
Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10]. Note that you must
have baseline data as well as real data for the period
specified in the report.
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-Period Sets the time scale for report graphs.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Baseline Selects one of the baselines, created through the Ad-
ministration Utility, for comparison purposes.
Initial Detail Selects the level of detail shown in the report. You can
select between Category, Sub Category, and Charts
and Subperiod. Examples are shown below.

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Baseline Comparison Report

Display Unit Selects between English or Metric units.

Important
You must have baseline data as well as real data for the period specified in the
report.

Who Uses It?This report is especially useful to anyone working toward LEED certifi-
cation, including:

Energy Managers

Facilities Managers

Plant Managers

Existing Power Xpert and Foreseer users

What does it contain? The top section of the following report shows totals for either
the Initial Detail options of Category, Sub Category (which includes Category), or
Sub Period. These options are defined in the baseline that you select. Baselines
are created using the Administration Utility. If the Chart option is chosen, the report
is similar to the Sub Period option but with the addition of bar charts for Sub Period
in each section of the report. The subsequent sections of the report show the same
information for each level in the hierarchy. The current reporting hierarchy level is
shown to the left of each section in the report.

Figure 14. Example Baseline Comparison Report - Category

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Baseline Comparison Report

Figure 15. Example Baseline Comparison Report - Sub Category

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Data Center Efficiency Report

Figure 16. Example Baseline Comparison Report - Charts and Subperiod

Data Center Efficiency Report


What is it? The Data Center Efficiency (DCE) report compares the consumption of
electrical energy for IT related equipment (such as servers) to non-IT related equip-
ment within the data center. The report can be set to cover a selected time period
(such as a day or month) for a particular hierarchy.
This comparison allows the user to calculate the operating efficiency of the data cen-
ter by establishing a ratio between the Data Center infrastructure Efficiency (DCiE)
and the Power Usage Effectiveness (PUE), expressed as a percentage. This percent-
age is calculated by dividing the PUE into the DCiE.
Calculating this ratio allows the user to make changes in the data center operation to
increase operating efficiency. 100% DCiE would represent a perfect operation show-
ing the maximum efficiency possible. Conversely, a PUE of one would be perfect.
The report also summarizes other variables, such as temperature (in F or C) and
humidity during the report period.
The load type attribute must be set. "Totals" must be set as a property. "External"
must always be selected as the location for temperature sensors.

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Data Center Efficiency Report

Note

If you have both a consumption and demand attribute from the same device
in the same hierarchy, only the consumption attribute will be used to calcu-
late consumption.

If you add the same attribute to multiple levels of a hierarchy, it will only be
counted once for the Total Consumption.

What can I specify? You can set the following:

Date Range Sets the time period for the report.


Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-Period Sets the time scale for report graphs.
Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Display Units Selects between English and Metric.

Who Uses It?This report is especially useful to:

Data Center Managers

Energy Managers

Facilities Managers

Plant Managers

Existing Power Xpert and Foreseer users

What does it contain?The report is arranged into three basic sections, as shown be-
low: Totals for the Period (1), Totals by Day (2) and Consumption by Load Type (3).
Each section is arranged into two or more columns.

The top section (1), shows the metrics used, in this case DCiE (expressed as a per-
centage) and PUE (as a real number), for the period of time covered, as well as the
total electrical consumption. Consumption is expressed in MWh, and broken down as
being IT related or non-IT related. This section also displays the low, high and aver-
age temperature (in F) for the period covered, as well as the low, high and average
relative humidity.

The center section (2) shows the Data Center Efficiency (as a percentage) by day (or
other sub-period selected) and power consumption (scaled in Wh) by day. The report
also shows the temperature (in F) and the relative humidity (in percent) for the sub-
period.

The bottom section (3) shows the consumption of electricity by load type (scaled in
Wh) for both IT and non-IT activities for the sub-period selected.

While this example covers system totals, the same format will be used for all levels of
the hierarchy.

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Energy Cost Allocation Report

Figure 17. Totals for Period

Energy Cost Allocation Report


What is it? The Energy Cost Allocation report uses either the total cost of energy or
the current cost per kWh to show the energy cost of every device/circuit in the select-
ed part of the hierarchy. The cost is shown for the specified time period. This report
is usually pulled on a per facility basis. The totals represent the utility feed. Selecting
the unit type will also set the appropriate rate or demand cost. For example, selecting
cubic feet as the unit type will display the rate as CF or CFM. If desired, a total cost
figure can be added when calculating totals.
Note
If you have both a consumption and demand attribute from the same device
in the same hierarchy, only the consumption attribute will be used to calcu-
late consumption.
You can also enter a demand cost as well as a consumption cost. If costs
are entered, the rate will be calculated by dividing the cost by the usage.

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Energy Cost Allocation Report

Because this reports on a per-folder basis, if you place multiple attributes in


the same folder they will be combined as the sum of all attributes at every
level of the hierarchy. This works across unit scale (W, kW, MW) and even
across demand and consumption (W, Wh).

If you add the same device attribute to multiple levels of a hierarchy it will on-
ly be counted once for the Total Consumption and Total Cost of the report
once.

By choosing a hierarchy folder's values as a common charge, the consumption and


peak demand for the common hierarchy folder is shared in common by all levels of
the hierarchy. You can choose to have this split evenly over the other hierarchy fold-
ers or to have the sharing be weighted. When split evenly, the consumption and peak
demand values for the common folder are divided by the total number of hierarchy
folders, and these values are summed with the folder consumption and peak demand
values to produce the totals for that folder.

For example, suppose that the total consumption for the common folder is 205.6 kWh
and there are nine folders in the reporting hierarchy. The common consumption val-
ue that's added to each hierarchy folder is 205.6/9 = 22.85 kWh. The same is true for
Peak Demand.

Note

Don't combine hierarchy folders in another folder if using the split method.
Since the value for common is calculated by dividing the total by the number
of folders, combining folders will invalidate the common value.

When you choose Weight by Consumption, then a percentage of the hierarchy


folder's consumption over the total consumption excluding the common value is used.
Peak Demand is calculated in a similar fashion.

Note

The common value used for Peak Demand isn't likely to be the value shown
as the Peak Demand for the hierarchy folder. The Peak Demand shown
is the true peak value for that folder, but the value used for common is the
peak value for the folder at the time that the total Peak Demand was record-
ed. For example, the folder Peak Demand may have occurred on Tuesday,
but the total Peak Demand value might have been recorded on the follow-
ing Thursday. Thus the Peak Demand value used for common could be less
than the Peak Demand shown for the folder. Also, the Peak Demand value
used for common is not shown on the report.

What can I specify? You can set the following:

Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-Period Sets the time scale for report graphs.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Normalization Selects a category of normalization trend, such as
square feet. PXR finds all trends of that type and uses
them.
Unit Type Selects cubic feet, pounds-mass, us gallons, volt-
amperes, volt-amperes reactive, or watts.

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Energy Cost Allocation Report

Display Units Selects between English and Metric.


Utility Type Filters by type of utility. You can select between All, Wa-
ter, Air, Gas, Electricity, and Steam. This type of utility
is set in the device attributes Utility Type property.
Consumption Cost Allocation Method Selects either Rate ($/MCF)or Consumption Cost ($).
Demand Cost Allocation Method Selects either Rate ($/MCFM) or Demand Cost ($).
Rate or Consumption Cost Sets a user entered value of Rate or Total Cost, de-
pending upon the Cost Allocation selected.
Rate or Demand Cost Sets a user entered value for Rate or Total Cost, de-
pending upon the Cost Allocation selected.
Consumption Total Hierarchy Selects Sum of Attributes or a Level of Hierarchy,
which sets a hierarchy as Total Consumption. It de-
faults to the Sum of Attributes which is all attributes un-
der the hierarchy selected. If the user changes the de-
fault to a specific path of the hierarchy then only that
folder of the hierarchy will be used to find the total.
Common Consumption Hierarchy Selects the level of the total consumption hierarchy used
for common consumption. This level of the hierarchy is
then shown in the
Common Charges Method Used when a Common Consumption Hierarchy is se-
lected. Selects to have the common charges either Split
Evenly or Weight by Consumption.

Who uses it? The following are likely users of this report:

Energy (Utilities) Managers

Accountants

Plant Managers

Facility Managers

Maintenance Managers

Existing Power Xpert and Foreseer customers

What does it contain? The top portion of the following report (1) shows totals for the
period, including Usage, Rate and Cost for both consumption and demand. The bot-
tom part of the report (2) is arranged into two columns showing Usage and Cost. The
reporting hierarchy is shown to the left of the columns.

The Usage column shows both consumption and demand for each hierarchy. The
Cost column shows the cost of energy consumption and demand, and their com-
bined total, for each hierarchy. The percent for each hierarchy, compared to the to-
tal for all hierarchies, is shown as a small pie chart. The bars show consumption and
have a maximum scale of the total overall consumption.

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Energy Cost Allocation Report

Figure 18. No Common Folder

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Energy Cost Allocation Report

Figure 19. Common Folder, Split Evenly

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Energy Cost Allocation - Period Comparison Report

Figure 20. Common Folder, Weighted

Energy Cost Allocation - Period Comparison Report


What is it? The Energy Cost Allocation - Period Consumption report is similar to the
Energy Cost Allocation report, except that you can compare the cost of energy for
any two time periods for every device/circuit in the selected part of the hierarchy. The
cost is shown for the two time periods specified. This report is usually pulled on a per
facility basis. Additional parameters for this report are Compare Date Range, Com-
pare Start Date, and Compare End Date.

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Energy Cost Allocation - Period Comparison Report

Note

If you have both a consumption and demand attribute from the same de-
vice in the same hierarchy, only the value of the consumption attribute will be
used to calculate consumption.

You can also enter a demand cost as well as a consumption cost. If costs
are entered, the rate will be calculated by dividing the cost by the usage.
Selecting Unit Cost will also set the appropriate rate or demand cost.

Because this reports on a per-folder basis, if you place multiple attributes in


the same folder they will be combined as the sum of all attributes at every
level of the hierarchy. This works across unit scale (W, kW, MW) and even
across demand and consumption (W, Wh).

If you add the same device attribute to multiple levels of hierarchy it will on-
ly be counted once for the Total Consumption and Total Cost of the report
once.

What can I specify? You can set the following:

Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].
Start Date Sets the start date for the custom Date Range period.
Compare Start Date Sets the start date for the comparison custom Date
Range period.
End Date Sets the end date for the custom Date Range period.
Compare End Date Sets the end date for the comparison custom Date
Range period.
Group by Sub-Period Sets the time scale for report graphs.
Normalization Selects a category of normalization trend, such as
square feet. PXR finds all trends of that type and uses
them.
Display Units Selects between English and Metric.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Unit Type Selects cubic feet, pounds-mass, us gallons, volt-
amperes, volt-amperes reactive, or watts.
Utility Type Filters by type of utility. You can select between All, Wa-
ter, Air, Gas, Electricity, and Steam. This type of utility
is set in the device attributes Utility Type property.
Consumption Cost Allocation Method Selects either Rate ($/MCF) or Consumption Cost ($,
Mpph, Tgpm, kVA, kvar, or kW).
Demand Cost Allocation Method Selects either Rate ($/MCFM), or Demand Cost ($,
Mlbs, Tgal, kVAh, kvarh, or kWh).
Rate or Consumption Cost Sets a user entered value of Rate or Total Cost, de-
pending upon the Cost Allocation selected.
Rate or Demand Cost Sets a user entered value of Rate or Total Cost, de-
pending upon the Cost Allocation selected.
Consumption Total Reporting Hierarchy Selects Sum of Attributes or a Level of Hierarchy,
which sets a hierarchy as Total Consumption. It de-
faults to the Sum of Attributes which is all attributes
under the hierarchy selected. If the user changes the
default to a specific path of the hierarchy then only that
folder of the hierarchy will be used to find the total.

Who uses it? This report is especially useful to:

Energy (Utilities) Managers

Accountants

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Energy Summary Report

Plant Managers

Facility Managers

Maintenance Managers

Existing Power Xpert and Foreseer users

What does it contain? The top portion of the following report (1) shows the Usage,
Rate and Cost for both consumption and demand, for each of the two time periods.
This section also shows the total cost for each of the two time periods.

The bottom part of the report (2) is arranged into two columns showing Usage and
Cost. The Reporting hierarchy is shown to the left of the columns and shows the start
date for each of the two time periods being compared in each hierarchy.

The Usage column shows both consumption and demand for each time period in
each hierarchy. A small bar chart shows consumption for each time period in each hi-
erarchy selected and allows for an easy visual comparison.

The Cost column shows the cost of energy consumption and demand, and their com-
bined total, for each time period in each hierarchy. The percent for each hierarchy,
compared to the total of all hierarchies, is shown as a small pie chart.

Figure 21. Total for Period

Figure 22. Usage and Consumption Totals

Energy Summary Report


What is it? The Energy Summary report summarizes total energy consumption and
demand for five utilities; water, air, gas, electricity, and steam. The report covers a
specified period of time, for a selected hierarchy (including all "children" of the starting
point).

This report now accommodates more units of measure, notably cubic-feet, pounds-
mass and us-gallons. This allows you to pull reports for utilities other than electricity,
including water, air, gas, and steam.

Note

In this report, like units are combined for a total and may not be indicative of
a specific utility. For example, values for gas and steam included in several
folders (both measured in cubic-feet) would be combined as a (cubic-feet) to-
tal for both and not be representative of either specific utility.

Because like units are combined, we recommend using the Utilities report
then selecting the specific utility desired. This will provide data only for that
utility.

In the Energy Summary report selecting Unit Cost will set the appropriate rate or de-
mand cost.

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Energy Summary Report

Note

If you have both a consumption and demand attribute from the same device
in the same hierarchy, only the consumption attribute will be used to calcu-
late consumption.

Because this reports on a per-folder basis, if you place multiple attributes in


the same folder they will be combined as the sum of all attributes at every
level of the hierarchy. This works across unit scale (W, kW, MW) and even
across demand and consumption (W, Wh).

If you add the same device attribute to multiple levels of a hierarchy, when
they are from the same device, it will only be counted once for the Total
Consumption and Total Cost of the report once.

What can I specify? You can set the following:

Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-Period Sets the time scale for report graphs.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Normalization Selects a category of normalization trend, such as
square feet. PXR finds all trends of that type and uses
them.
Display Units Selects between English and Metric.
Initial Detail Selects the level of detail shown in the report. If you
want just a condensed version, select None. If you'd like
to make the detailed sections available (but remain col-
lapsed until you click them), select Some. If you'd like to
see all details, select All.
Unit Type Selects cubic feet, pounds-mass, us gallons, volt-
amperes, volt-amperes reactive, or watts.
Show Missing Data Indicators When Yes, red missing data indicators are shown.
When No, they are hidden. A setting in the Administra-
tion Utility determines whether this parameter is avail-
able or not.
Utility Type Filters by type of utility. You can select between All, Wa-
ter, Air, Gas, Electricity and Steam. This type of utility
is set in the device attributes Utility Type property.

Who uses it? This report is especially useful to:

Energy (Utilities) Managers

Facility Managers

Maintenance Managers

Plant Managers

Existing Power Xpert and Foreseer Users

What does it contain? The report consists of two columns for the reporting, as shown
in the following figure: Total Consumption (1) and Peak Demand (2). The example
in the figure had Initial Detail set to None. Total Consumption is shown in kWh and
Peak Demand in kW. The time of the Peak Demand is shown to the right.

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Energy Summary Report

The report also shows Consumption by the Hour (as a bar chart) (3), Demand by the
Hour (as a line graph) (4), and additional details (5) such as Consumption, Demand,
and Data Errors on an hourly basis.

The sample report shown here is for all utilities. Individual reports can be pulled for
any part of the hierarchy, but the appearance will be the same.

Figure 23. Energy Summary Report

Note

Data errors occur when there are fewer or more data points received than
expected. The number of data points for the Energy Interval is set in the Ad-
ministration Utility for each attribute. For example, if the Energy Interval was
15 (4 trends per hour), but there were fewer or more than four received, a
data error would be recorded. Similarly, if a PXG sends multiple data points
per hour, a data error would be recorded. (PXGs send trends every hour, un-
less the deadband is triggered).

Each entry in the report contains additional detail. If Initial Detail is set to None, no
expanded detail is presented. If Initial Detail is set to All, the detail is expanded for
each entry. The additional detail shows a bar chart for consumption and a line graph
for demand per the Date Range, as well as tables showing the consumption and de-

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Energy Summary - Period Comparison Report

mand values per time period (see the following figure). The time span of the X-axis
set by the Date Range value. The Sub-period determines how the data is split along
the X-axis.

Energy Summary - Period Comparison Report


What is it? The Energy Summary - Period Comparison report allows you to com-
pare consumption and peak demand for five utilities: water, air, gas, electricity, or
steam, for two different time periods. This report covers both time periods for every
device/circuit in the selected hierarchy (including all "children" of the starting point).

This report accommodates more units of measure, including cubic-feet, pounds-


mass, and us-gallons, as well as volt-amperes, volt-amperes reactive, and watts.

Note

In this report, like units are combined for a total and may not be indicative of
a specific utility. For example, values for gas and steam included in several
folders (both measured in cubic-feet) would be combined as a (cubic-feet) to-
tal for both and not be representative of either specific utility.

Because like units are combined, we recommend using the Utilities report
then selecting the specific utility desired.
Additional parameters for this report are Compare Date Range, Compare Start Date,
and Compare End Date.

Note

If you have both a consumption and demand attribute from the same device
in the same hierarchy, only the consumption attribute will be used to calcu-
late consumption.

If you add the same attribute to multiple levels of a hierarchy, when they are
from the same device, it will only be counted once for the Total Consump-
tion and Total Cost of the report once.

Because this reports on a per-folder basis, if you place multiple attributes in


the same folder they will be combined as the sum of all attributes at every
level of the hierarchy. This works across unit scale (W, kW, MW) and even
across demand and consumption (W, Wh).

What can I specify? You can set the following:

Date Range Sets the first time period for the report. See Table 2,
Reporting Time Period Choices [10].
Start Date Sets the start date for the custom Date Range period.
Compare Start Date Sets the start date for the comparison custom Date
Range period.
End Date Sets the end date for the custom Date Range period.
Compare End Date Sets the end date for the comparison second custom
Date Range period.
Group by Sub-Period Sets the time scale for report graphs.
Normalization Selects a category of normalization trend, such as
square feet. PXR finds all trends of that type and uses
them.
Display Units Selects between English and Metric.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.

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Greenhouse Gas Report

Initial Detail Selects the level of detail shown in the report. If you
want just a condensed version, select None. If you'd like
to make the detailed sections available (but remain col-
lapsed until you click them) select Some. If you'd like to
see all details, select All.
Unit Type Selects cubic feet, pounds-mass, us gallons, volt-
amperes, volt-amperes reactive, or watts.
Utility Type Filters by type of utility. You can select between All, Wa-
ter, Air, Gas, Electricity and Steam. This type of utility
is set in the device attributes Utility Type property.

Who uses it? This report is especially useful to:

Energy (Utilities) Managers

Facility Managers

Maintenance Managers

Plant Managers

Existing PowerNet and Foreseer Users

What does it contain? The report shows the Reporting Hierarchy (1) and start date for
each period covered, as shown in the following figure, and two columns: Total Con-
sumption (2) and Peak Demand (3). The example in the figure had Initial Detail set
to None. Total Consumption is scaled in Wh and Peak Demand in W (or other ap-
propriate value). The time of the Peak Demand is shown to the right. The units are
dependent on the data collected. PXS determines the value, such as W or Wh. PXR
determines the scaling, such as W, kW, MW, Wh, kWh, or MWh.

The report also shows Consumption by the Hour (or other sub-period) as a bar chart,
for the two time periods (4), Demand by the Hour (as a line graph) for the two time
periods (5), and additional details (6) such as Consumption and Demand on an
hourly basis.

The time span of the X-axis is set by the Date Range value. The sub-period deter-
mines how the data is split along the X-axis.

Both the bar chart and linear graph contain additional detail. If Initial Detail is set to
None, no additional detail is presented. If Initial Detail is set to All, the detail is ex-
panded for each entry.

Figure 24. Consumption and Demand Totals

Greenhouse Gas Report


What is it? The Greenhouse Gas report allows your to compare the quantity of six dif-
ferent greenhouse gases emitted by electric utilities in your area, based upon your
consumption of electrical energy, over a given period of time.

The geographical area is determined by a sub-region map developed either by the


Environmental Protection Agency (EPA) for the US or the equivalent for Europe.

Note

Currently, the sub-region map is available the United States and Europe.

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Greenhouse Gas Report

If you have both a consumption and demand attribute from the same device
in the same hierarchy, only the consumption attribute will be used to calcu-
late consumption.

If you add the same attribute to multiple levels of a hierarchy, it will only be
counted once for the Total Consumption and Total Cost of the report.

Electrical consumption will be scaled in Wh. Six different greenhouse gases are re-
ported in either pounds (lb) or kilograms (kg). The gases are:

Carbon Dioxide (CO2)

Sulphur Dioxide (SO2)

Nitrogen Oxides (NOX)

Mercury (HG)

Methane (CH4)

Nitrous Oxide (N20)

What can I specify? You can set the following:

Date Range Sets the time period for the report. See Table 2.1, "Re-
porting Time Period Choices" for a list of possible time
periods.
Start Date Sets the start date for the custom Date Range Period.
End Date Sets the end date for the custom Date Range period.
Compare Start Date Sets the start date for the comparison period.
Compare End Date Sets the end date for the comparison period.
Group by Sub-Period Sets the time period for report graphs.
Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Normalization Selects a category of normalization trend, such as
square feet. PXR finds all trends of that type and uses
them.
Display Units Selects between English and Metric.
Country Selects from the available lists of countries for green-
house gas emissions rates. You can edit or add to this
list through the Administration Utility.
Year If there are multiple sets of emission rates for a given
country, you can select the set you wish to use by its
year.
SubRegion Selects the geographical area within a country.

Who uses it? This report is especially useful to:

Energy Managers

Plant Managers

Environmental Managers

What does it contain?

There are three basic sections to the report.

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Greenhouse Gas - Period Comparison Report

Key (1) shows the name and chemical abbreviation for the six greenhouse gases
being reported.
Totals for Period (2) displays the electrical consumption for the period for all utilities,
and the corresponding emission for each of the six greenhouse gases. Emission to-
tals are calculated only once.
The balance of the report (3) displays the reporting hierarchy, organized by reporting
hierarchy folder. and the folders under that hierarchy (in this case Utilities North and
Utilities East). Energy consumption is scaled in Wh, and the corresponding level of
utility emissions for each of the six greenhouse gases is shown in tons (T) or pounds
(lb).

Figure 25. Key

Greenhouse Gas - Period Comparison Report


What is it? The Greenhouse Gas - Period Comparison Report is similar to the Green-
house Gas report except that it shows the quantity of six different greenhouse gas-
es emitted by electric utilities in your area, based upon your consumption of electrical
energy, compared between two specified periods of time. The report also provides
the amount of increase or decrease in emissions.
The geographical area is determined by a sub-region map developed either by the
Environmental Protection Agency (EPA) for the US or the equivalent for Europe.
Note
Currently, the sub-region map is available the United States and Europe.

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Greenhouse Gas - Period Comparison Report

If you have both a consumption and demand attribute from the same device
in the same hierarchy, only the consumption attribute will be used to calcu-
late consumption.

If you add the same attribute to multiple levels of a hierarchy, it will only be
counted once for the Total Consumption and Total Cost of the report.

Electrical consumption will be scaled in Wh. Six different greenhouse gases are re-
ported in either tons (T) or pounds (lb). The gases are:

Carbon Dioxide (CO2)

Sulphur Dioxide (SO2)

Nitrogen Oxides (NOX)

Mercury (HG)

Methane (CH4)

Nitrous Oxide (N20)

What can I specify? You can set the following:

Date Range Sets the time period for the report. See Table 2.1, "Re-
porting Time Period Choices" for a list of possible time
periods.
Start Date Sets the start date for the custom Date Range Period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-Period Sets the time period for report graphs.
Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Normalization Selects a category of normalization trend, such as
square feet. PXR finds all trends of that type and uses
them.
Display Units Selects between English and Metric.
Country Selects from the available lists of countries for green-
house gas emissions rates. You can edit or add to this
list through the Administration Utility.
Year If there are multiple sets of emission rates for a given
country, you can select the set you wish to use by its
year.
SubRegion Selects the geographical area within a country.

Who uses it? This report is especially useful to:

Energy Managers

Plant Managers

Environmental Managers

What does it contain?

There are three basic sections to the report.

Key (1) shows the name and chemical abbreviation for the six greenhouse gases
being reported.

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Utilities Report

Totals for Period displays the electrical consumption for the period for all utilities
(2), and the corresponding emission for each of the six greenhouse gases for both
times. Time comparisons are shown for each level of the hierarchy, and includes the
amount of increase or decrease. Emission totals are calculated only once.

The balance of the report (3) displays the reporting hierarchy, organized by reporting
hierarchy folder, and the folders under that hierarchy (in this case Utilities North and
Utilities East). Time comparisons are shown for each level of the hierarchy, and in-
cludes the amount of increase or decrease. Energy consumption is scaled in Wh, and
the corresponding level of utility emissions for each of the six greenhouse gases is
shown in tons (T) or pounds (lb).

Figure 26. Greenhouse Gas - Period Comparison Report

Utilities Report
What is it? The Utilities report shows the Consumption and Maximum Rate of Water,
Air, Gas, Electricity, and Steam, on a daily basis, for a predetermined hierarchy over
a given period of time. All utilities can be shown on the same report, as a group, indi-
vidually or in combination. Both the Date Range and Sub-Period are selectable.

The report does not compare consumption between hierarchies or different periods of
time. However, comparisons between hierarchies and date ranges can be made by
running a separate report for each hierarchy or date range then comparing the results
from each report. The report shows consumption, not cost, and is expressed in stan-
dard English units of measure, not metric.

To calculate total consumption, you must set the utility type and the energy interval.

The report shows the consumption of each utility in their appropriate units of mea-
sure, such as:

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Utilities Report

Water (in U.S. Gallons)

Air (in Pounds-Mass)

Gas (in Cubic Feet)

Electricity (in Watts)

Steam (in Cubic Feet)

Note

If you have both a consumption and demand attribute from the same device
in the same hierarchy, only the consumption attribute will be used to calcu-
late consumption.

If you add the same attribute to multiple levels of a hierarchy, it will only be
counted once for the Total Consumption of the report.

What can I specify? You can set the following:

Date Range Sets the time period covered in the report. See Table 2,
Reporting Time Period Choices [10],
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-Period Sets the time scale for report graphs.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Normalization Selects a category of normalization trend, such as
square feet. PXR finds all trends of that type and uses
them.
Display Units Selects between English and Metric.
Initial Detail Selects the level of detail shown in the report. If you
want to hide all of the charts, select Hide Charts. If
you'd like to make the charts available (but remain col-
lapsed until you click them) select Show Charts Col-
lapsed. If you'd like to see all charts, select Show
Charts Expanded.

Who Uses It? This report is especially useful to:

Energy (Utilities) Managers

Accountants

Plant Managers

Facility Managers

Maintenance Managers

What Does It Contain? In the following figure, the top part of the report (1) shows To-
tals for the Period, as well as Consumption and Max Rate totals for each of the five
utilities.

The center of the report shows Consumption (2) by the time sub-period selected,
such as Hour or Day. This is a group of bar graphs that show the total consumption
for each utility type selected, for the sub-period selected.

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Utilities Report

The bottom of the report shows the Max Rate (3) by sub-period selected, such as
Hour or Day. This is a group of linear graphs that show the Maximum Rate for each
utility type selected, for the sub-period selected.
The sum of all attributes will be displayed only in U.S. (English) units of measure
(such as U.S.Gallons) not metric (such as Liters). This section will also display con-
sumption trends where there are consumption attributes.
This report presentation format will be the same for all levels of the hierarchy selected
when reports are pulled for utility totals.

Figure 27. All Utilities


Reports can also be pulled for individual utilities, such as air. The presentation is sim-
ilar except that it covers only one utility (or a few, if selected) as shown in the figure
below. The Consumption and Max Rate for the utility (1) is shown at the top of the re-
port. The Consumption by Period (2) is shown in the center. The Max Rate by period
(3) is shown at the bottom.

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Reporting Hierarchy Data Report

Figure 28. Single Utility

Reporting Hierarchy Data Report


What is it? This report is largely a vehicle for exporting all of the data from a selected
portion of the reporting hierarchy. It's simply presented as a large table, with columns
for each of the data channels.

Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Start Time Sets the start time on the start date for the custom Date
Range Period.
End Time Sets the end time on the end date for the custom Date
Range period.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Source of Data Specifies the data source as: Warehouse - Daily Ag-
gregates, Warehouse - Hourly Aggregates, or Ware-
house - Detail Data.

Who uses it? The following are likely users of this report:

Database administrators

IT personnel who are tasked with exporting data from PXR for further analysis

What Does It Contain? It is simply a dump of the historical data for the period (the
type is determined by the Source of Data selection). The report can use either Detail
Data or Aggregate data.

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Power Quality Report

Figure 29. Reporting Hierarchy Report Showing Data

Power Quality Report


What is it? The Power Quality report shows the minimum, maximum, average, stan-
dard deviation, trends, and data distribution for selected device attributes in the re-
porting hierarchy. It can display volts, amps, and total harmonic distortion (THD)

What can I specify? You can use the following to configure your report:
Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].
Group by Sub-Period Sets the time scale for report graphs.
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. Typically, you'll
select an entire facility for this report.
Buckets Sets the number of bars on the histogram.
Scale When set to Auto, the charts automatically scale based
on the values displayed. When set to Fixed, the scale is
taken from the scale value set through the reporting ad-
ministration utility (both ChartMin and ChartMax must
be set).
Initial Detail Sets whether the grid is shown (Show Grid) or hidden
(Hide Grid).

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Power Quality Report

Who uses it? The following are likely users of this report:

Energy (Utilities) Managers

Accountants

Plant Managers

Facility Managers

Maintenance Managers

Existing PowerNet and Foreseer customers

What does it contain? The report shows trend charts for the attributes in the selected
point of the hierarchy. The following example shows voltage. The top chart (1) shown
in the figure shows the distribution of the values in the number of buckets selected.
The table to its left shows the distribution of the values based on the number of buck-
ets selected.

The bottom chart (2) shows the trend over time. The time span for the x-axis is deter-
mined by the Date Range period. The Sub-period value determines how the x-ax-
is is split. The y-axis will either autoscale to the values (Scale = Auto) or will scale to
the range set in the Administration Utility.

Figure 30. Power Quality Report

The details box at the bottom of the chart reveals the set of data, displayed in tabular
format. This is opened by default if you select Initial Detail = Show Grid. This can be
a very large table. The following figure shows a small portion of a typical data table.

Note

Detail Data Warehoused data is required (otherwise, the histogram will not
display).

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Event Summary Report

Figure 31. Data table for the Power Quality Summary Report

Event Summary Report


What is it? The Event Summary report shows event totals, event totals by description,
and detailed time-of-events for the set of devices selected in the hierarchy. It is espe-
cially useful for doing a sequence-of-events analysis, and is normally pulled for a fa-
cility.

Note

This report queries the Power Xpert Software and Foreseer databases di-
rectly. The Power Xpert Reporting database is not used.

What can I specify? You can use the following to configure your report:

Date Range Sets the time period for the summary. See Table 2, Re-
porting Time Period Choices [10].
Start Date Calendar control that sets the beginning time for reports
with a Date Range selection of Custom.
End Date Calendar control that sets the end time for reports with a
Date Range selection of Custom.
Group by Sub-Period Sets the time scale for report graphs.
Reporting Hierarchy Specifies the selected point in the hierarchy drop-down
list as the starting point for the report. The report will
contain all circuits under the starting point.
Max # of Events This sets the maximum number of events and is a cu-
mulative number for the report. This limits the number of
events shown in the event grid and the events timeline.
Initial Detail Select from Event List Expanded or Event List Col-
lapsed. When collapsed, you can manually expand it in
the report.

Who uses it? The following are likely users of this report:

Energy (Utilities) Managers

Plant Managers

Facility Managers

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Event Summary Report

Maintenance Managers
Existing PowerNet and Foreseer customers
What does it contain? The first page contains a summary of everything selected via
the hierarchy, which is usually a view of the events for an entire facility. The graph to
the left (1) shows the number of events by each device or circuit. The graph to the
right (2) shows the number of event for each event type. The tables (3) are keys to
the graphs, and list the data associated with each chart.

Figure 32. The First Page of the Event Summary Report


The subsequent pages in the report have a similar format to the first page, but with
additional information about events for the individual hierarchy folders. The top-left
graph (1) shows the Top 10 Occurrences by Device event occurrences for that par-
ticular device, while the top-right graph shows the Top 10 Occurrences by Event
type (2). Note that for the Top 10 Occurrences by Event, the events combine even
if they occurred on different devices. The tables underneath each chart provide de-
tails and the number of occurrences.
The Occurrences by time_period chart (3) shows the number of events over time.
The time span on the x-axis scale is set by the Date Range value. The x-axis divi-
sions are set by the Sub-period value.

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Event Summary Report

The Event Timeline shows events plotted against time (4), while the Events table
shows the details of each event and when it changed state (5).

Figure 33. A Typical Example of Subsequent Pages in the Event Summary Report

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Joint Commission Report

Joint Commission Report


Who uses it? This report is especially useful to the following people that must gener-
ate JCAHO reports concerting ATSs, generators, and other backup equipment:

Hospital managers

Facility managers

What can I specify? You can set:

Reporting Hierarchy Specifies the selected point in the hierarchy drop-down


list as the starting point for the report. The report will
contain all devices under the starting point.
Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].
Start Date Sets the start date within the custom Date Range peri-
od. Use the Joint Commission Time Selector report to
determine this.
Start Time Sets the start time on the start date for the custom Date
Range period. Use the Joint Commission Time Selec-
tor report to determine this.
End Date Sets the end date within the custom Date Range period.
Use the Joint Commission Time Selector report to de-
termine this.
End Time Sets the end time on the end date for the custom Date
Range period. Use the Joint Commission Time Selec-
tor report to determine this.
Initial Detail You can select to Hide Drilldown information, Show
Drilldown information, or Show Drilldown Expanded
information.

Who uses it? Hospital and facility managers that must generate JCAHO reports con-
certing ATSs, generators, and other backup equipment.

What does it contain? The Joint Commission report includes:

A list of devices.

An event log, which provides a list of all events that were triggered during the given
time period.

A scorecard, which provides a pass or fail rating for all rated attributes.

Device attribute values (including graphs) of unrated attributes

Device attribute values (including graphs) of rated attributes.

The following figure shows a Scorecard. Each row in the Scorecard represents a rat-
ed attribute that has data for the selected time range. The start time and end time is
determined by the longest period of time that an attribute was consecutively above
30%. The report will also indicate if an ATS device was not used in the test.

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Joint Commission Report

Figure 34. Joint Commission Report - Scorecard

The following figure shows the Event Log and Device Attribute Readings for Rated
Attributes.

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Joint Commission Time Selector

Figure 35. Joint Commission Report - Rated Attribute Readings

Joint Commission Time Selector


What is it? The Joint Commission Time Selector report helps you locate events of in-
terest, providing start and stop dates for the Joint Commission report. Essentially, you
provide a date range to the Joint Commission Time Selector report and it provides a
list of events, complete with a hyperlink for each event (in the # column) that will gen-
erate a Joint Commission report using the time the event occurred as the start time
and the time the event was closed as the end time. Thus, you can generate a Joint
Commission report for any finalized event in the Joint Commission Time Selector list.

Note

This report queries the Power Xpert Software and Foreseer databases di-
rectly. The Power Xpert Reporting database is not used.

What Can I Specify? You can set:

Reporting Hierarchy Specifies the selected point in the hierarchy drop-down


list as the starting point for the report. The report will
contain all devices under the starting point.
Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].

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Energy Consumption Report

Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Event An optional filter used to limit the report to show only the
selected event.

Who uses it? This report is especially useful to the following people that must gener-
ate JCAHO reports concerning ATSs, generators, and other backup equipment:

Hospital managers

Facility managers

What does it contain? A list of events, within the specified period of time and for the
specified point in the hierarchy, complete with start and close dates. The following fig-
ure shows an example report.

Figure 36. Joint Commission Time Selector Report

Energy Consumption Report


What is it? Provides a table of energy consumption data in kWh for every 15 minute
interval within the selected time range. Data values are calculated as follows

15 minute intervals with more than one demand value are be averaged.

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Energy Consumption Report

15 minute intervals with more than one consumption value are summed.

15 minute intervals with more than one cumulative consumption value uses the
largest value.

15 minute intervals without data appear blank.

What Can I Specify? You can set:

Reporting Hierarchy Specifies the selected point in the hierarchy drop-down


list as the starting point for the report. The report will
contain all devices under the starting point.
Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Display Units Sets English or metric.
Unit Type Sets the units of consumption.
Utility Type Sets all or individual utility.

What does it contain? This report is simply a table of energy consumption data and
time stamps.

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15 Minute Interval Report

Figure 37. Energy Consumption Report

15 Minute Interval Report


What is it? This report provides a table of trend data in 15-minute increments for all
of attributes in the specified hierarchy node. You can group the data by 15-min, hour,
day, week, month and year sub-periods. You can also select whether to show min-
imum, maximum, or average values. The primary purpose of this report is to export
the trend data as either an Excel file or as CSV. Note that if the trend interval used for
data is longer than 15 minutes, you'll see blanks where data is missing.

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15 Minute Interval Report

What Can I Specify? You can set:

Reporting Hierarchy Specifies the selected point in the hierarchy drop-down


list as the starting point for the report. The report will
contain all devices under the starting point.
Date Range Sets the time period for the report. See Table 2, Report-
ing Time Period Choices [10].
Start Date Sets the start date for the custom Date Range period.
End Date Sets the end date for the custom Date Range period.
Group by Sub-period Sets the sub-period for grouping.
Value Used Either minimum, average, or maximum values will ap-
pear in the report.

What does it contain? 15-minute interval trend data from the selected hierarchy node.

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15 Minute Interval Report

Figure 38. Energy Consumption Report

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How do I Subscribe to a Report?
You can subscribe to any report that you've created through the Administration Utili-
ty. From the Administration Utility Main page, click Schedule a Report. Navigate to
the report you wish to schedule and then click the New Subscription button on any
report page. Clicking the New Subscription button launches the Subscription page.
Reports can either be written to a shared folder on the PXR server or can be sent via
email on a schedule that you choose. Refer to the following sections to set up deliv-
ery of your report:

Scheduling Reports to a Windows File Share


Publishing reports to a file share has the following advantages:

Reports written to a file share can be accessed by more than one person.

Many email systems have storage quotas set for user inboxes, and email reports
contain graphics that take up more space than a typical email.

To publish scheduled reports to a Windows File Share, you must first create a shared
folder somewhere in your Windows network and provide write access to that share
for an account specified for that scheduled report. For example, you can create a
share on your own computer and use your own Windows ID and password to access
it. This arrangement makes it possible for PXR users to publish reports of interest to
their own machines, making receiving reports a completely self-service arrangement.

You can also publish reports to a generally accessible file share either on the PXR
server or another machine. This arrangement makes it possible for a number of peo-
ple to easily access the same report. Again, you must specify a Windows ID and
password to access the file share.

When specifying a file share, you must use its Uniform Naming Convention (UNC)
path. A UNC path takes the form:
\\machine_name\shared_folder

Where:

machine_name The name of the target computer as set in your


Domain Name System (DNS) server.

shared_folder The name of the file share.

For example:
\\AcmeCorpServ1\Reports

Note

Do not include a trailing backslash in the UNC path name.

A report subscription automatically remembers the type of report from your current
report selection; however, it does not carry over any of the report filters that you've
chosen. You must set these in the subscription form.

To export a report to a file on a scheduled basis:

1. Open the Administration Utility.


Scheduling Reports to a Windows File Share

2. From the Home page, click Schedule a Report.

3. Navigate to the report you wish to schedule. Press the New Subscription button
at the top of the page.

4. Under Report Delivery Options, select Windows File Share in the Delivered
by list.

Figure 39. Report Delivery Options for File Shares

5. In the File Name field, type in the name of the file. You can either add a file ex-
tension or, if you select Add a file extension when the file is created PXR will
automatically append a file extension based on your Render format selection.
For example, a PDF selection will then automatically create a file with a .pdf ex-
tension.

6. In the Path field, type the UNC path to the file share in which you will store report
files.

7. In the Render Format list, select the format to which PXR will export the report.
Available options are:
XML The report is exported using in XML 1.0 format, with
values broken down by table and chart elements.
CSV A comma-separated values file.
TIFF graphics file A multi-page .tif image of the report. You must use
an image viewer that supports multi-page TIFF files,
such as the Microsoft Picture and Fax Viewer.
PDF An Adobe PDF file of the report, suitable for archiving
or emailing.
Web page for IE 5.0 or later An HTML file optimized for Internet Explorer.
Web page for most browsers An HTML file that will display correctly in most popu-
lar web browsers.
Web archive The web archive is an MHTML file, which combines
the HTML and graphics from the report into a single
file that can be emailed or archived.
Microsoft Excel A multi-page Excel version of the report, complete
with graphics.

8. Type in a valid Windows User Name and Password that has access to the file
share. Even if the file share has been set with Full Control to Everyone, you

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Scheduling Reports to a Windows File Share

must specify a User Name and Password (this is a requirement of SQL Server
Reporting Services).

Note

Keep in mind that if the password changes for that account, you'll need
to change it here as well. Many IT groups have policies that require pe-
riodic password changes. If your IT group will allow it, a good way to
avoid maintaining this password is to create a Windows account specifi-
cally for this use and set its password to never expire.

9. Select one of the Overwrite options. You can select to overwrite an existing file,
so that the file share will only ever have the latest version of a report with this file
name. If you select Do not overwrite... and a report with that file name exists on
the file share, the new version of the report won't be written. Selecting to incre-
ment file names appends _n to the filename, where n is a number (starting with
1) that increments for each version of the report. This option ensures that all ver-
sions of the report are written, but keep in mind that this process will continue to
write reports per the schedule which will consume disk space.

10. Select one of the Subscription Processing Options. If you wish to set your
own schedule, click the Select Schedule button. You can specify period (Hour,
Day, Week, Month, or Once). You can also specify Start and end dates for the
report by clicking the calendar icons and selecting a date. You can toggle the
stop date on or off using the Stop this schedule on: check box.

You can also create Shared Schedules through the SQL Server Management
Studio. Shared Schedules are easier to maintain and update than a set of in-
dividual schedules. If one or more Shared Schedule exists, this option will be
available.

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Scheduling Reports for Email Delivery

Figure 40. The Schedule Options


11. Specify the Report Parameter Values:
By Date Range, which can be a pre-defined time period or custom allowing
you to set arbitrary start and finish dates as well as the Sub-period (ranging
from Hour to Year). See Table 2, Reporting Time Period Choices [10].
By device (and all of its child devices), through the Reporting Hierarchy.
In some reports, by additional parameters, such as the Units (watts, volt-am-
peres, etc.) or Buckets (the number of bars on the bar chart).
12. Click the OK button.

Scheduling Reports for Email Delivery


Publishing reports via email allows you to:
Publish reports to any set of email addresses, including to people not within your
network. For example, you can have a copy of a report forwarded to your home
email address.
Send reports in any of the file formats supported by PXR.
Before you can use a mail server to deliver reports, you must set up access to the
mail server for SQL Server Reporting Services. Refer to the PXR Administrative
Guide or help.

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Scheduling Reports for Email Delivery

To schedule a report for email delivery:


1. Open the Administration Utility.
2. From the Home page, click Schedule a Report.
3. Navigate to the report you wish to schedule. Press the New Subscription button
at the top of the page.
4. Under Report Delivery Options, Select E-Mail in the Delivered by list.

Figure 41. Report Delivery Options for Email


5. In the To, Cc, and Bcc fields, type one or more email addresses, separating
each address with a semicolon (;).
6. If you wish someone to receive replies to report emails, type one or more email
addresses into the Reply-To field.
7. Type any changes to the Subject line for the email that you'd like. You can use
two variables:
@ReportName This is the name of the report, such as PowerQuality.
@ExecutionTime This is the time the report was run.
8. Set the report options:
a. Select Include Report if you wish to include the report itself in the email.
b. Select Include Link to include a link to the report that can be loaded into a
web browser.
c. Select the file format for the report in the Render Format: link. Valid choices
are:
XML The report is exported using in XML 1.0 format,
with values broken down by table and chart ele-
ments.
CSV A comma-separated values file.
TIFF graphics file A multi-page .tif image of the report. You must use
an image viewer that supports multi-page TIFF

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Scheduling Reports for Email Delivery

files, such as the Microsoft Picture and Fax View-


er.
PDF An Adobe PDF file of the report, suitable for
archiving or emailing.
Web archive The web archive is an MHTML file, which com-
bines the HTML and graphics from the report into
a single file that can be emailed or archived.
Microsoft Excel A multi-page Excel version of the report, complete
with graphics.

d. If you wish to change the priority marker for the email, select either Low or
High from the Priority field.

e. You can enter a brief message in the Comment field that will included with
each email.

9. Select one of the Subscription Processing Options. If you wish to set your
own schedule, click the Select Schedule button. You can specify period (Hour,
Day, Week, Month, or Once). You can also specify Start and end dates for the
report by clicking the calendar icons and selecting a date. You can toggle the
stop date on or off using the Stop this schedule on: check box.

You can also create Shared Schedules through the SQL Server Management
Studio. Shared Schedules are easier to maintain and update than a set of in-
dividual schedules. If one or more Shared Schedule exists, this option will be
available.

Figure 42. The Schedule Options

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Editing Your Report Schedule

10. Specify the Report Parameter Values:

By Date Range, which can be a pre-defined time period or custom allowing


you to set arbitrary start and finish dates as well as the Sub-period (ranging
from Hour to Year). See Table 2, Reporting Time Period Choices [10].

By device (and all of its child devices), through the Reporting Hierarchy.

In some reports, by additional parameters, such as the Units (watts, volt-am-


peres, etc.) or Buckets (the number of bars on the bar chart).

11. Click the OK button.

Editing Your Report Schedule


You can edit subscription that you've created by again going to the Administration
Utility. From the Administration Utility Main page, click My Subscriptions.

You can edit any of your existing report schedules by clicking Schedule a Report on
the home page of the PXR report viewer. From this page, you can view details about
the various report subscriptions you've created, as well as edit or delete any sched-
ule.

Figure 43. The My Subscriptions Page

To edit a schedule

Click the Edit link.

To delete a schedule

1. Select the check box to the left of the schedule.

2. Click the Delete button.

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62
How do I Access Reports from PXS?
From the PXS web application you can access PXR in two ways:

You can access the reports web page, embedded in the PXS web application, by
clicking the blue Reporting button (bottom left). If the Reporting button is not visi-
ble, refer to PXS Installation and Deployment Guide for configuration instructions.

You can install the PXR Administration Utility from the Configuration menu. On
first access, the Administration Utility will be installed on your computer. For de-
tailed information concerning the Administration Utility, see the Power Xpert Re-
porting Administration Utility.

When you click the Reporting button, the device tree is replaced with a report tree.
This tree has the same report structure that you'd see when accessing the reports di-
rectly through a browser with report categories shown as folders and individual re-
ports shown under each category folder. Click a report to view it in the right pane of
the PXS web application.
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How Do I Access Reports Via a Browser?
You must use the 32-bit versions Internet Explorer 8, 9, or the desktop version of
IE 10 to view PXR via a web browser. You'll need to know the machine name of the
server on PXR is installed. The preferred web address for PXR is:

http://your_pxr_server/PowerXpertReporting/ReportViewer.aspx

Where your_pxr_server is the machine name of the PXR server.

This is the URL for the PXR report viewer, and is the best choice for accessing re-
ports because:

It can validate parameters before running a report.

Performance is better than the SQL Server Report Manager.

The PXR web site can be deployed on a separate machine from the rest of PXR.
Thus, you can have the reporting web site accessible to the outside world while
keeping your SQL Server machines well protected.

The help system is accessible from this URL, but not from the SQL Server Report
Manager page.

The SQL Server Report Manager page is useful for scheduling reports or managing
security. You can access it at:

http://your_pxr_server/Reports

Note

While some features may work in other browsers, such as Firefox, some fea-
tures will not work.

Browser Settings
You should set Internet Explorer so that it automatically checks for a new version of a
web page when visited. This is typically how your browser will be set up, but if it isn't
you could see error messages when attempting to access the report viewer.

To configure Internet Explorer

1. Under Internet Explorer's Tools menu, select Internet Options.

2. Click the Settings button in the Browsing History section.

3. Select Every time I visit the webpage.

4. Click OK, then click OK again.

Authentication
If you're using Windows accounts to authenticate for reports, you can bypass the au-
thentication step by configuring Internet Explorer to automatically authenticate with
the user's credentials. If your IT organization has policies set for Internet Explorer,
you may not be able to change this

To set Internet Explorer to automatically authenticate:

1. Under Internet Explorer's Tools menu, select Internet Options.


Authentication

2. Select the Security tab.

3. Ensure that the zone for PXR is selected.

4. Click Custom Level...

5. Scroll down to the bottom of the list and locate the User Authentication section.

6. Select Automatic logon with current user name and password.

7. Click OK, then click OK again.

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Dashboard
PXR includes a Dashboard feature that shows the current number of alarms for each
installation. You can click the links on the Dashboard web page to open either PXS
or Foreseer.

The Dashboard web page is http://PXR_server_machine/PowerXpertRe-


porting/Dashboard.aspx, where PXR_server_machine is either the IP ad-
dress or machine name for the PXR web server machine. You may be prompted for
credentials to access the machine itself and you should also be a member of either
the PXS or Foreseer read or write groups for all connected sources. While the Dash-
board itself can be viewed in most modern browsers, linking to PXS or Foreseer re-
quires Internet Explorer 7 or later.

Note

If your network uses a proxy, see the Installation and Deployment Guide
for information about setting PXR to use a proxy.

The Dashboard web page has a setting that determines the frequency for updates to
the alarm information. By default, this is set to 15 seconds (which is the minimum al-
lowable setting).
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