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Reporting - Trace report

Exporting Asset and Observation data for further analysis

Background

Many of the grid-based pages can have the data that is currently on the screen (across pagination) exported to a spreadsheet to allow the user to conduct further analysis.

Steps

  1. Navigate to Reports -> Trace Report
  2. Time filters
    1. Default - starts same day at midnight and runs to current time
    2. Select a time range
      1. This will automatically change the "from date and time"
      2. You can choose from 5 min to 30 days
    3. To be more granular....Set the "from" date and time and the "to" date and time
      1. Type in the date -> <two digit day> <2 digit month> <4 digit year> and time  -> <2 digit hour>:<2 digit min> <am or pm>,
      2. Click on the field and a widget will help with the selection of the date and time for the From and To date/time.
      3. .
  3. Select Asset (s)
    1. This has type ahead to find Assets easily.
    2. This is a multiselect - so pick as many Assets as desired to see in the report.
  4. LImits
    1. The longer the duration of time, and the more Assets chosen, the longer it will take to generate this report
    2. There is a limit of 250,000 rows.
  5. Click on "Export to Excel"
  6. Open the file - it will be located in the "downloads' directory configured in the browser.
  7. The name of the file is "Observations Tracing Report - <date>.xlsx" - for example:
    1. image-png-Dec-08-2023-07-26-03-1010-PM
  8. At the top of the report notice the from time/date entered, to time/date entered and  the "Actual from time." 
    1. The "Actual from time" shows the oldest (first) observation time/date.
    2. So if the (250k row ) limit is hit, it will indicate where to start from to gather more data if desired