General Procedure for Using the Report Manager

To access the Reports dialog:

1.      From Reports menu, select Manage. The Reports dialog box opens.

•        New Report - Click New Report to create a new Report.

•        Edit - To modify an existing Report, select it on the list and click Edit.

•        Delete - To delete an existing Report, select it on the list and click Delete.

•        Run - To generate an existing Report.

•        Copy - To copy an existing Report.

•        Shared Reports - Denotes whether the Report is accessible for other users or private to the current user.

2.      You can design reports by clicking the New Report button. The Report Designer dialog box opens.

3.      Enter a Name for the report and select the Report Type. You may also select a Default View of Table or Graph.

4.      All reports (except Heat Map report) allow you to select multiple cameras. You select devices in the Camera tab. Click Add a Camera and then select one or more cameras from the list.

5.      Dates for reports are selected in Start and End tab.

6.      Select the format and create an email recipient list for the report in the Distribution > Email tab. Formats include: PDF, CSV (comma separated document), or XML.

 

The Generate Image option is valid and displayed only for Heat Map reports.
The Include Summary Information option is valid and displayed only for Object Counts Across a Line reports.

 

7.      In the Distribution > File tab, you can select a file format in which to save the generated report: PDF, a CSV (comma separated document), or as an XML document. You can also select a filename. By default, the filename is configured as ReportName_Year_Month_Day_Minute_Seconds_Milliseconds.

 

The Generate Image option is valid and displayed only for Heat Map reports.
The Include Summary Information option is valid and displayed only for Object Counts Across a Line reports.
Depending on write-permissions, the generated report will be stored in the \Data\Reports folder on the master server machine.

 

8.      Schedule when reports should be run including the time range of data, the recurrence, and schedule range.

9.      Click Run to generate the report and then click the Table View or Graph View tabs.

10.  In Table format, you can export the data to Excel, CSV, PDF, or RTF format. Click the Table tab and then Export to.

 

The Export option saves only tabular data; therefore, it will not include a generated heat map image even if you selected Generate Image for the Heat Map report in the Distribution (Email or File) tab.

11.  Using Send Report

a.      To send the generated report to the recipient list you created in the Distribution > Email subtab (previously), click Send Report and then Email.

b.      To save the generated report in the format and in the location you selected in the Distribution > File subtab (previously), click Send Report and then File.

 

For Heat Map Reports:
If the Generate Image option was selected in the Email Distribution tab, then when you click Send Report > Email, the generated image will be sent.
If the Generate Image option was selected in the File tab, then when you click Send Report>File, the generated image will be saved to C:\Users\Build\Documents\Reports.


If you encounter a problem saving your file, contact your Administrator. You may not have permission to save files on your machine.