EcoStruxure™ Power Monitoring Expert PDF Training - Reports Configuration

Reports Configuration EcoStruxureTM Power Monitoring Expert Digital Power Global Training Confidential Property of Schneider Electric Internal Chapter Objective: By the end of this chapter, you will be able to understand: 1. Generate a report that...

Reports Configuration EcoStruxureTM Power Monitoring Expert Digital Power Global Training Confidential Property of Schneider Electric Internal Chapter Objective: By the end of this chapter, you will be able to understand: 1. Generate a report that displays peak demand usage over the previous 30 days. 2. Save a report in the Report Library to easily select and re-run in the future. 3. Create a subscription to automatically generate and save a report. 4. Create a subscription to automatically generate and save a report from a power quality event. Internal  Agenda 01 02 03 04 Reports Operation Reports Template Adding and Sharing and Generating a Report Subscribing 05 Key Points to Remember Internal Reports Operation Overview Use the Reports application to generate historical data reports Consolidate complex data from multiple devices (physical or virtual) or from hierarchy nodes into comprehensive reports. To generate a report, either run it manually, setup an automatic schedule, or define trigger events such as a system disturbance. View the reports in PME, download them in different formats for sharing or storing externally. A report can display the historical data, or it can process data to show patterns and relationships. Reports are generated based on report templates. Confidential Property of Schneider Electric | Page 5 Internal Report User Interface 1. Report Library Contains all the Reports that are configured in the system. Can be listed individually or they can be organized within folders 2. Reports Inputs panel Shows the inputs for the selected report. Different reports have different input types. Some inputs are preset with default values, others are unassigned. 3. Generate Report button 4. Report Display panel View the report output after generating the report 5. Hide / Show Report Inputs link Confidential Property of Schneider Electric | Page 6 Internal Reports Icons Reports uses different icons to differentiate between reports and report templates in the Report Library. The following is a list of icons used. Confidential Property of Schneider Electric | Page 7 Internal  Reports Templates Report templates are grouped into categories based on application Default Report Templates Included in the Base license General Energy Management Usage Trending Power Quality 100ms Energy Cost Multi Device Usage EN50160:2000 Dashboard Energy Period over Period Single Device Usage EN50160:2000 Mains Dashboard - Portrait Energy Usage by Shift Trend Signaling Data Export – Extended Load Profile Multiple Trend EN50160:2010 Data Export – Standard Energy Usage Hourly Usage EN50160:2010 Mains Event History Energy Usage by Time Of Signaling System Configuration Use (TOU) Harmonic Compliance Tabular Energy Comparison Harmonics Compliance 2014 Continuous Thermal Consumption Ranking IEC61000-4-30 Monitoring Calendar Trend Week IEC61000-2-4 Calendar Trend Month Power Quality Measurement Aggregation SARFI Measurement Statistics Scaled Energy Usage Confidential Property of Schneider Electric | Page 9 Device Replacement Report Internal Default Report Templates Included in the Base license General Energy Management Usage Trending Power Quality 1. 100ms 9. Device Replacement Report 22. Multi Device Usage 27. EN50160:2000 2. Dashboard 10. Energy Cost 23. Single Device Usage 28. EN50160:2000 Mains 3. Dashboard - Portrait 11. Energy Period over Period 24. Trend Signaling 4. Data Export – Extended 12. Energy Usage by Shift 25. Multiple Trend 29. EN50160:2010 5. Data Export – Standard 13. Load Profile 26. Hourly Usage 30. EN50160:2010 Mains 6. Event History 14. Energy Usage Signaling 7. System Configuration 15. Energy Usage by Time Of 31. Harmonic Compliance 8. Tabular Use (TOU) 32. Harmonics Compliance 2014 9. Continuous Thermal 16. Energy Comparison 33. IEC61000-4-30 Monitoring 17. Consumption Ranking 34. IEC61000-2-4 18. Calendar Trend Week 35. Power Quality 19. Calendar Trend Month 36. SARFI 20. Measurement Aggregation 21. Measurement Statistics Confidential Property of Schneider Electric | Page 10 22. Scaled Energy Usage Internal Add-on Report Templates (1 of 2) Reports are enabled through the module licenses Backup Power Billing Breaker Performance Energy Analysis Generator Activity Billing Circuit Breaker Aging Create Model Generator Battery Health Billing Summary Circuit Breaker Settings Duration Curve Generator Battery Health Billing Verification Energy Regression Analysis Export Multiple Billing Energy Usage per State Generator Load Summary Multiple Billing Export KPI Generator Test EPSS KPI by TOU UPS Auto Test Multiple Equipment Operation IT Billing UPS Battery Health Power Usage Per State Energy by IT Customer PUE Summary Needs Energy Billing Module license. Single Equipment Operation Use Model Confidential Property of Schneider Electric | Page 11 Internal Add-on Report Templates (2 of 2) Reports are enabled through the module licenses Power Capacity Power Quality Insulation Monitoring Energy Management Branch Circuit Power Power Quality Analysis Insulation Monitoring (ANSI) Measurement Aggregation Equipment Capacity Power Quality Impact Insulation Monitoring (IEC) Export Generator Capacity Measurement Statistics Export Generator Power Power Load Demand & Needs Data Exchange Module license only for the above two reports. Capacity Power Losses UPS Power Confidential Property of Schneider Electric | Page 12 Internal Adding and Generating a New Report Adding and Generating a new report 1. In the Report Library, click Add Report (at the bottom of the report library, or click Add Report in the Options menu). 2. In Add Report - Report Template Selection, find and select the report template you want to use for the new report, and click OK. 3. In the report template, enter and select the input parameters that you want to use for the new report: The number and type of input parameters are report template specific. 4. Click Generate Report to test the report output and adjust the input parameters if necessary. 5. In Report Settings, enter a report Name, select a Location and access permissions, and select which report inputs you want to save with the report. Click Save as New in Report Settings to save the report. Confidential Property of Schneider Electric | Page 14 Internal Exercise – 32 Add, Configure and Save an Energy Management Report Duration: 10 mins Page: 74 of Student Workbook Confidential Property of Schneider Electric | Page 15 Sharing and Subscribing Sharing a report Share saved reports with other User Groups 1. In Reports, open the Report Library and navigate to the report you want to share. 2. Right-click the report name or click Options for this report and select Share. This opens the Share Report window. 3. In Share Report, select the User Groups you want to share this report with. 4. Click OK to share this report. Prerequisite: For Sharing to be enabled, at least one user group, in addition to the Global group, must be configured. You can only share reports that have been saved. To share an item with another user group, you must be a member of that group. Confidential Property of Schneider Electric | Page 17 Internal Subscribing to a report Manage report subscriptions from the Report Library Subscribe to an individual report or to multiple reports. Subscribe to reports to Enter subscription name, output format, delivery mode and receive scheduled report subscription schedule. outputs or automatically generate reports based on Output Format: Microsoft Excel, TIFF, PDF (Letter), HTML or XML system events. Delivery modes: email, file share, and printer Subscription schedule: For example: you can configure a subscription so that a report is On Trigger - run when an event occurs. generated monthly and sent via ‒ Prerequisite: Event Watcher configuration. email to a group of people. Once, Hourly, Daily, Weekly or Monthly (Absolute or Relative) Confidential Property of Schneider Electric | Page 18 Internal Subscription Test After configuration, test the subscription to ensure that it will work as intended. A message will appear describing if the An unsuccessful test will display an error with a list of steps to resolve it. test has been successful. Confidential Property of Schneider Electric | Page 19 Internal Event Watcher Defines events for the “On Event” selection in report subscriptions Open Event Watcher Manager from Management Console > Tools Interface consists of two tabs: Event Watchers links a device or a group of devices to the conditions defined in a template. Templates define the conditions that make up an event. ‒ Setpoint Event ‒ Breaker Trip Event ‒ Power Quality Event ‒ Communication Loss Event See the Event Watcher topic in the online help for Management Console Tools for information on creating an Event Watcher. Confidential Property of Schneider Electric | Page 20 Internal Exercise – 33 Subscribe to a report Duration: 10 mins Page: 76 of Student Workbook Delivery Mode: File Share Subscription Schedule: Once, Hourly, Daily, Weekly or Monthly Confidential Property of Schneider Electric | Page 21 PME Report Customization Reminder PME reports help our customers better understand their electrical network. Sometimes these reports require further customization, which can be divided into three levels, or "tiers": Tier 1: Basic report customization. Colors, logo, toggle on/off report components, target lines, Dashboard Report. End Users, EcoXperts, SE teams Tier 2: Advanced report customization. Modify the format/layout of existing report templates, create new basic ones. Excel and Power BI integration. EcoXperts, SE teams Tier 3: Expert custom report creation. Create completely new reports with existing and new view providers (data sets). RDK no longer supported. EcoXperts, SE teams SW devs Confidential Property of Schneider Electric | Page 22 Internal PME Report Customization Reminder PME reports help our customers better understand their electrical network. Sometimes these reports require further customization, which can be divided into three levels, or “Tiers": Tier 3 Tier 2 Expert custom Report creation Tier 1 Advanced Report Create completely new reports with existing and new view providers customization (data sets). Basic Report Modify the format/layout of EcoXperts, SE teams SW devs customization existing report templates, create new basic ones. Excel and Colors, logo, toggle on/off Power BI integration. report components, target EcoXperts, SE teams lines, Dashboard Report. End Users, EcoXperts, SE teams. Confidential Property of Schneider Electric | Page 23 Internal RECAP Internal  Key Points to Remember Reports allows the user to define, generate and manage comprehensive reports, based on information contained in the databases. Power Monitoring Expert reports have been designed for: Energy consumption and usage Power quality compliance and analysis Generic system usage. Reports can be scheduled to generate periodically or automatically from system events and device alarms for distribution via email, printer or file share. Confidential Property of Schneider Electric | Page 25 Internal © 2021 Schneider Electric. All Rights Reserved. Schneider Electric and Life Is On Schneider Electric are trademarks and the property of Schneider Electric, its subsidiaries, and affiliated companies. Internal