CSV exports (reports)

Last modified: 25 Oct 2024

Exports at the PORTFOLIO LEVEL : You can use the CSV export (report) function to export all existing measured and calculated values from one system or your entire portfolio as a CSV file.

Create a CSV export

Prerequisites

Your user group permissions allow you to create CSV exports

Steps

At the PORTFOLIO LEVEL, select Report > CSV export.
Select CSV export
Select Create CSV export.
Create CSV export
Select your desired metrics:
- Systems (1): Choose one or more systems as the source. If you select multiple systems, only a limited list of “matching” devices and measured values will be available.
- Devices (2): All available devices are grouped by type. You can select individual devices or entire groups.
- Measured values (3): To add a measured value, select a measured value from the list and click on Add (4). Alternatively, you can double-click on a measured value to select it. Only measured values that are available for all devices are shown.
- Optionally, you can Save (5) the CSV report with its current configurations.
- Optionally, you can specify the Measurement interval (6). The measurement interval depends on the data logger used. A maximum of 1 million measured values can be exported per CSV export.
  Select metrics
Select Generate Export (7). You can now edit or view the data in a CSV-capable spreadsheet program.

Send reports via VCOM

You can send reports directly via VCOM without the need to download and email them using a separate tool.

Steps

Select the Envelope next to the report you wish to send.
Fill out the following fields:
- Recipient: Must be in the Contacts list. Multiple recipients must be separated by a comma.
- Transmission interval: How often you want to send the report
- Measurement interval: The options will vary depending on your data logger settings
Select Save. The report will be generated and sent for the upcoming interval.

Further actions

Pencil: Edit an existing CSV export template