CSV exports (reports)

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

1. At the portfolio level, select Report > CSV export.
   

   

   
   

2. Create a new CSV export.
   

   

3. 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.
     

     

4. Generate the 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

1. Select the Envelope icon next to the report you wish to send.

2. 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

3. Select Save. The report will be generated and sent for the upcoming interval.

Further actions

• Pencil icon: Edit an existing CSV export template