A chart report displays data in a graphical format. Format options include area, stacked area, horizontal bar, stacked horizontal bar, vertical bar, stacked vertical bar, doughnut, funnel, line, pie, pyramid, radar, scatter, and spline.

Line graphs do not use curve fitting and instead use a straight-line point-to-point methodology to connect data points where there is missing data. Spline graphs use curve fitting to connect data points where there is missing data.

Create a chart report

1. Expand “Reports” on the sidebar navigation.
2. Select “Design” to design a new report.
3. Populate the fields. Data fields with an asterisk (*) are required.
   • Category*: The category grouping for this report. You can create your own categories by navigating to Report Categories under the Lists & Types menu under Configuration.
   • Type*: Select the “Chart” type of report.
   • Name*: Enter the name of the report.
   • Dashboard Panel Name: When used as a panel on a dashboard, this is the default name of the panel. Leave blank to use the report name.
   • Dashboard Refresh Interval*: When used as a panel on a dashboard, this is the interval (in minutes) when the data is automatically refreshed. Toggle No Automatic Refresh to ‘On’ to only refresh data when the dashboard is reloaded. Toggle No Automatic Refresh to ‘Off’ to select the refresh interval.
     • This field is hidden upon creation and visible when the record is edited. It is defaulted to the user who created the record.
   • Icon*: Select an icon to represent the report.
   • Datasource*: Select the underlying data for the report.
     • Note: Data can be pulled from specific records (such as assets, forms, contacts) or from the record type metadata. Supported record types for datasources include Asset Type, Contact Type, Document Type, Form Type, and Task Type.
   • Time Zone: The time zone to use for the report. The time zone defaults to the user’s preferences if left blank.
   • Managed By*: The contact who manages this report.
     • This field is hidden upon creation and visible when the record is edited. It is defaulted to the user who created the record.
   • Allow Anonymous Viewing: Toggle on to allow anonymous (unauthenticated) users to view this report. It is recommended that you only enable this functionality when approved by your security department. Only users with the “Administer Report” function granted to their security role will see this toggle.
     • When activated, the report will become public, allowing anyone with the link to the report to view it. Linked data is not recommended; links within the report will be redirected to the login page. Please ensure this selection aligns with your organization’s security requirements.
     • When toggled on, an icon will appear on the report search page in the Tags column to indicate the report allows for anonymous viewing.
     • When viewing the details of a report, there is a barcode icon within the Details header which will launch the Encoder tool. This tool will create a barcode with the link to the report embedded so public users may access this report without logging into the system.
   • IP Allow List: The comma-separated list of individual IP addresses (x.x.x.x) or IP address ranges (x.x.x.x – x.x.x.x) that are allowed to access this anonymous report. Leave blank to allow access from any IP address.
     • This field is only visible when Allow Anonymous Submittal is toggled on.
   • Archived: Toggle on to disable the usage of this report.
     • This field is hidden upon creation and visible when the record is edited.
     • Archiving a report will add a tag of “Archived” to the report.
     • Archived reports are removed from dashboards when referenced as dashboard panels.
     • The Report Administrators or the “Managed By” report contact can view archived form types by selecting the appropriate value from the Archived Status dropdown.
   • External Identifier: Create a unique identifier for this report.
   • Tags: Enter the list of tags for this report.
   • Description: Enter a short description of the report.
4. Select “Save” upon completion.

Chart properties

1. Locate the report and select the “Edit” button for the desired report.
2. Select “View” to view all the available data elements for this data source.
3. Select “Edit” within the Chart Properties section.
4. Populate the fields. Data fields with an asterisk (*) are required.
   • Category*: Select the data element that appears in the x-axis of a chart. For example, a vertical bar chart of asset counts by type would have the Asset Type.Name data element selected for the Category.
     • Date Grouping: If the Category selected above is a date or time, the Date Grouping field will appear. This is the date grouping for the aggregate function to apply to this column. Options include: No grouping, minute, hour, day, month, and year.
       • NOTE: Explicitly select the Date Grouping value, as the tool may not auto-select the correct option based on the data provided.
   • Category Format: Enter the custom formatting of dates. For example, you could define the Category Format as “MMM yyyy” to show “JAN 2019”.
   • Series: Enter the data element if there are multiple series in a chart. Leave blank if your chart has only one set of data. For Doughnut-type charts, please do not specify a series.
   • Series Format: Enter the custom formatting of dates within the series. This is a rarely used field that adjusts the format of the data within the tooltip when the mouse hovers over the data point.
   • Alternate Y-Axis Series: Series listed here will use a separate Y-axis on the chart. Enter the name of the series, followed by the enter key.
     • Please note that the other chart report toggles (for example, Invert Y-Axis, Highlight Zeroes, etc.) apply only to the primary Y-axis.
     • For example, if the series that should go on the alternate y-axis is identified as “TelemetryType.Name = High Temperature”, enter “High Temperature” in this field.
   • Trend Line Series: Series listed here will be the only ones where the trend lines are applied. If none are specified, the selected trend lines will be applied to every series.
     • For example, if the only series that should receive a trend line is identified as “TelemetryType.Name = High Temperature”, enter “High Temperature” in this field.
   • Customize Series: Toggle on to customize series names in the legend, in hover text, and the color of the series. Zeroes, expected range/value, and anomaly series names may also be customized. Trend line series names will auto-adjust if their series names were modified.
     • Series name: The name of the series that this style will be applied to. For example, “Low Temperature”.
     • Display name: The display name for the specified series.
     • Color: The color for the specified series.
     • Exclude From Legend: Whether the series will be excluded from the legend and its name excluded from the tooltip.
     • Actions: clear this style.
   • Include Series Annotations: Toggle on to include and customize series annotations.
     • Column Name: The column to use as a comparison for the annotation.
     • Operator: The operator to use for the comparison.
     • Value: The value to compare the column with.
     • Icon: The icon that displays for the annotation.
     • Color: The color of the icon.
     • Include in Tooltip: Whether the value for this column will be included in the tooltip of the icon.
   • Value*: Select the data element that appears in the y-axis of a report. For example, the Value of the vertical bar chart of asset counts by type would simply be Asset.Asset ID (a count of the unique Asset IDs within each Asset Type).
   • Aggregate*: Enter the mathematical function to be applied to the Value field. If you only have a single value that you’re capturing, selecting ‘Maximum’ as the Aggregate will still return your single value.
   • Rounding*: Enter the number of decimal points displayed by the Value field.
   • Use Grouping Separator: Toggle on to separate groups of thousands in numbers (for example: 1,000).
   • Show Multivariate Anomaly Indicator: Toggle on to show the anomaly indicator when a multivariate anomaly is detected for the date. This information will display only if it is configured for the reported asset telemetry.
     This toggle will appear only if the Datasource selected in the Chart Details is Telemetry. This option works best when the Chart Type (selected in the next field) is Line. Please ensure Anomaly Detection has been run on the data, otherwise this toggle will not return anything.
   • Show Univariate Anomaly Detection Range: Toggle on to show the expected range of values as determined by the anomaly detection algorithm. This information will display only if it is configured for the reported asset telemetry.
     This toggle will appear only if the Datasource selected in the Chart Details is Telemetry. This option works best when the Chart Type is Line. Please ensure Anomaly Detection has been run on the data, otherwise this toggle will not return anything.
   • Show Univariate Anomaly Detection Expected Value: Toggle on to show the expected value as determined by the anomaly detection algorithm. This information will display only if it is configured for the reported asset telemetry.
     This toggle will appear only if the Datasource selected in the Chart Details is Telemetry. This option works best when the Chart Type is Line. Please ensure Anomaly Detection has been run on the data, otherwise this toggle will not return anything.
   • Chart Type*: Select the type of chart displayed (e.g., bar, line).
   • Legend Position*: Select the legend location and where it should appear in relation to the chart data.
   • X-Axis Label: Text used as the label of the X-Axis. This label is only visible for chart types that have an X axis (e.g. line, bar, column, etc.).
   • Y-Axis Label: Text used as the label of the Y-Axis. This label is only visible for chart types that have a Y axis (e.g. line, bar, column, etc.).
   • Y-Axis Minimum: The minimum value of the Y-Axis.
   • Y-Axis Maximum: The maximum value of the Y-Axis.
   • Override Y-Axis Interval: Enabling this option allows you to manually set the intervals for the chart’s Y-axis. When switched on, a Y-Axis Interval input field appears, allowing you to define a specific interval value.
   • Y-Axis Interval: This number defines the spacing between Y-axis labels on the chart. You can enter a value with up to five decimal places for precision.
     • Note: If the chosen Y-axis interval is too small compared to the data range, the labels may become overcrowded or unreadable on the chart.
   • Alternate Y-Axis Label: The text that will be used as the label of the Alternate Y-Axis. This label is only visible for chart types that have a series assigned to the alternate Y-axis.
   • Alternate Y-Axis Minimum: The minimum value of the alternate Y-Axis.
   • Alternate Y-Axis Maximum: The maximum value of the alternate Y-Axis.
   • Override Alternate Y-Axis Interval: Enabling this option allows you to manually set the intervals for the chart’s alternate Y-axis. When switched on, an Alternate Y-Axis Interval input field appears, allowing you to define a specific interval value.
   • Alternate Y-Axis Interval: This number defines the spacing between Y-axis alternate labels on the chart. You can enter a value with up to five decimal places for precision.
     • Note: If the chosen Alternate Y-axis Interval is too small compared to the data range, the labels may become overcrowded or unreadable on the chart.
   • Invert Y-Axis: When toggled on, the minimum value of the Y-axis will be at the top and the maximum value will be at the bottom of the chart.
   • Highlight Zeroes: When toggled on, a marker is displayed on the x-axis to highlight zero values.
   • Zero Marker Shape: The shape of the markers added for zeroes. The default shape is a triangle.
   • Zero Marker Color: The color of the markers added for zeroes. The default color is “danger”, which is red.
   • Include Zeros Styles: Toggle on to customize series for zero values.
     • Column Name: The column to use as a comparison for the style.
     • Operator: The operator of the style.
     • Value: The comparison value of the style.
     • Display name: The name to display in conjunction with the series name on the legend for this style. You may use the “Customize Series” options to customize this display name further.
     • Shape: The shape to use for this style.
     • Color: The color to use for this style.
     • Actions: clear this style.
   • Include Data Labels: Whether value labels will be shown for points on a chart. Data labels may clash on densely populated charts or charts with annotations.
   • Data Label Position: The position of the data labels relative to their corresponding points.
   • Show Linear Trend Line: Toggle on to display a dashed line of best fit for each series on the chart.
   • Show Exponential Trend Line: Toggle on to display a dashed exponential trend line for each series on the chart. The data in a series must not contain zeroes or negative values for this trend line to appear.
   • Show Logarithmic Trend Line: Toggle on to display a dashed, curved line of best fit for each series on the chart.
   • Show Polynomial Trend Line: Toggle on to display a dashed polynomial trend line with the specified polynomial order for each series on the chart.
   • Polynomial Order: Defines the order of the polynomial trend line. Visible only when Show Polynomial Trend Line is toggled on.
   • Show Power Trend Line: Toggle on to display a dashed power trend line for each series on the chart.
   • Show Moving Average Trend Line: Toggle on to display a dashed moving average line for each series on the chart with the defined period.
   • Moving Average Period: Defines the period of data points over which an average will be calculated. Visible only when Show Moving Average Trend Line is toggled on.
5. Select “Save” upon completion.

Filters

Filters allow the report to dynamically return results based on defined logic, criteria, and order.

1. Select “Add” or “Edit” within the Filters section. 
2. Populate the fields. Data fields with an asterisk (*) are required.
   • Group*: The group of this filter.  Groups are used in conjunction with logical statements where the entire group evaluates to true or false.
     • If an OR statement will be included in the logic, the Group value defines the order of operations.  Use additional groupings to ensure the filtering logic works as expected.
     • If the logic does not use OR statements (the logic only uses AND statements), or there is only a single filter, Group 1 will be sufficient.
     • For example, if your logic looks something like:
       (A and B and C) OR (D and E), the filter elements within the first set of parentheses will be in Group 1, and the filter elements within the second set of parentheses will be in Group 2.
   • Precedence*: The order of this filter in relation to the other filters in the report query.
     • When adding, editing and deleting a filter, the system will automatically renumber the filters by increments of 5.
   • Column*: The column that you will use to filter the data. The naming convention is: [Table.Element] (data type). For example, select Asset Type.Name to filter on the type of asset. There is a search box within the dropdown to help locate data elements within tables. 
   • Operator*: The operator to use for this filter.
     • The Operator value of “contains any of these items” will return all results that meet the entries.  For example, a filter to show only records that “contains any of these items” with “WELL,TANK” would return WELL0001, WELL0002, and TANK0001.
     • If filtering on the presence of Form Tags, please use “contains” or “contains any of these items” as the operator.
     • The Operator value of “is in the list” is appropriate for matching entire values.
   • Value*: The value to use for this filter. There are several options:
     • Enter a single numerical or text value (please note that text values are not case sensitive).
     • Enter a semicolon-separated or comma-separated list of numerical or text values.
     • Enter a GUID surrounded by single quotes.
     • Use a variable. The Append Variable button allows you to quickly select a variable from a re-defined list, including {Today}, {CurrentUser}, {StartDate}, or {EndDate}. Variables are denoted with curly brackets. Certain variables require you to enter a variable’s unique identifier or external identifier to evaluate properly. For example, for {ContactID}, simply enter the Contact’s unique/external identifier within the curly brackets. For Selection Lists, enter the Selection List report’s external identifier within the curly brackets, like so: {SL:Assetas_SL_Active_Assets}. For a full explanation of variable formats, please reference the Variables page.
       • The list of potential variables will depend upon the data type selected. 
       • For date fields, the two filters {StartDate} and {EndDate} must be applied together; you cannot reference only one of these two in the filters for a report.
       • When timestamps matter, Assetas recommends using the DateAdd function (DateAdd(day, 1, {EndDate}) to add one day to the {EndDate} variable as the timestamp on the {EndDate} variable defaults to 12:00AM (the beginning of the day). For example: Telemetry.Active Date >= {StartDate} AND Telemetry.Active < DateAdd(day, 1, {EndDate}).
       • If the filter is referencing one date, please use {AsOfDate}.
       • For comparing telemetry timestamps with {Today} please use Telemetry.Active Date >= {Today} AND Telemetry.Active < DateAdd(day, 1, {Today}).
     • Choosing from Selection Lists:  To configure a filter to select a value from a selection list (as in the case of {SL:Assetas_SL_Active_Assets} above), you’ll need to set the Column value to an ID rather than a name. For example: Asset.Asset ID = {SL:Assetas_SL_Active_Assets} will allow you to run a report on a single asset chosen from the selection list of active assets.
     • Choosing from County, Country, or State Lists:  To configure a filter to select a value from a list of counties, countries, or states, you’ll need to set the Column value to an ID rather than a name. For example: Address.County ID = {CountyID}will allow you to filter by a single county chosen from the list of US counties. To hardcode the filter for a single county, use Address.County ID = ‘GUID’ where GUID is replaced by the 36-character GUID of the county (and retain the single-quotes on either end).
   • Logical*: Defines how to relate this filter to the other filters. If the filter directly after this filter is in a different group, then the logical field will describe how the two groups interact.
     • The AND logical has a higher precedence than the OR logical,  See the table below for examples.
   • Exclude: Toggles whether this filter will be applied.
   • Comments: The comments for the filter.
3. Select “Save” upon completion.

Manage filters

1. Select the View/Edit button for the desired filter.
2. To the right of each filter, under the Actions menu, you may edit the filter position or criteria or delete the filter from the report.

Additional filters

Additional Filters define the default maximum number of rows to return and sets how to handle distinct rows.

1. Select “Edit” within the Additional Filters section. 
2. Populate the fields. Data fields with an asterisk (*) are required.
   • Maximum Rows*: Sets the maximum number of rows returned in a report.
     • For a Selection List report, please increase the Maximum Rows to exceed the maximum number of results returned by the Selection List.
     • For reports that return a number of rows that exceeds the Maximum Rows value, the row count is displayed in yellow alongside a + icon.
   • Distinct Rows*: Eliminates any duplicate rows if set to Yes.
3. Select “Save” upon completion.

SQL Select Statement

No SQL skills are necessary to create a report. This is simply for validation if you’d like to use it.

This is a non-editable box that returns the SQL defined by the report parameters chosen in the sections above. The SQL will dynamically adjust as data elements, filters, and sorting rules are changed. If you are comfortable with SQL, reviewing the code within this box may provide additional validation that your report is returning correctly.

Security

In this section, you may define which security roles have access to your report if the report is not set to be viewed anonymously.

By default, reports are not assigned to any security roles; only the user who created the report and anyone with the “Report Administrator” security function will be able to access the newly created report.

When a report is granted to one or more security roles, users of those security roles will also be able to access it. You can add single roles at a time, or all roles at once.

Add a security role

Reports are only available for use by users who have appropriate security roles.

1. Locate the report record and select the View/Edit button for the desired record.
2. Select the “Add” button in the Security section.
3. Populate the field. Data fields with an asterisk (*) are required.
   • Security Role*: Select the security role that allows the use of the report.
4. Select “Grant” upon completion.

Add all security roles

Reports may be available to all users if all security roles are granted access.

1. Locate the document template record and select the View/Edit button for the desired record.
2. Select the “Add All” button in the Security section.
3. Select “Grant All” to confirm your selection.

Manage security roles

1. Locate the report record and select the View/Edit button for the desired record.
2. To the right of each record, under the Security menu, you may revoke this security role which will prompt you to confirm revoking access to any user with this security role.

Validate

1. Locate the report and select the “Edit” button for the desired document template.
2. Select the “Validate” button to check the report for any issues and display any errors found.

A report without validation errors does not necessarily guarantee that the logic in the report is accurate or that the document template will return data. It simply affirms the way the mappings, filters, and sorting rules have been defined to generate the report.

Run

1. Locate the report record and select the “Edit” button for the desired document template.
2. Select the “Run” button to run the report.

View raw data

1. Locate the report record and select the “Run” button for the desired report.
2. Select the “View Raw Data” button to view data behind the report.