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63220-060-238CB1 Contents5/2009

© 2009 Schneider Electric All Rights Reserved

CONTENTS
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Creating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Editing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Viewing and Scheduling Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Printing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Navigating Through the Advanced Reports Windows . . . . . . . . . . . . . 1
Using the View/Schedule Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

In This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3PowerLogic Reports Folder Structure . . . . . . . . . . . . . . . . . . . . . . . . . 3Viewing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Viewing Multiple-Page Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Scheduling Execution of a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Exporting Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Printing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Viewing Report History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Viewing the Advanced Reports Activity Log . . . . . . . . . . . . . . . . . . . . 7Crystal Enterprise Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Using the Create Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

In This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9PowerLogic Reports Folder Structure . . . . . . . . . . . . . . . . . . . . . . . . . 9Creating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Deleting Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Creating and Editing Basic Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Creating a Basic Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Editing a Basic Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Creating and Editing Basic Pie Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Creating a Basic Pie Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Editing a Basic Pie Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Creating and Editing Basic Trend Reports . . . . . . . . . . . . . . . . . . . . . . . . 15

Creating a Basic Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Editing a Basic Trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Creating and Editing Basic Histograms . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating a Basic Histogram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Editing a Basic Histogram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Creating and Editing Energy Cost Summaries . . . . . . . . . . . . . . . . . . . . . 19Estimating Missing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Creating an Energy Cost Summary . . . . . . . . . . . . . . . . . . . . . . . . . . 19Editing an Energy Cost Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Creating and Editing 100msec Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 23

In This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Setting Up the 100ms Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Creating a 100msec Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Editing a 100msec Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Creating and Editing Seven-Day Energy Usage Reports . . . . . . . . . . . . . 25

Estimating Missing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Creating a Seven-Day Energy Usage Report . . . . . . . . . . . . . . . . . . 25Editing a Seven-Day Energy Usage Report . . . . . . . . . . . . . . . . . . . 26

Creating and Editing Hourly Usage Reports . . . . . . . . . . . . . . . . . . . . . . . 27Estimating Missing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Creating an Hourly Usage Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

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Contents 63220-060-238C15/2009

2

Editing an Hourly Usage Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Creating and Editing Multi-Device ENERGY Usage Reports . . . . . . . . . . 29Estimating Missing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Creating a Multi-Device Energy Usage Report . . . . . . . . . . . . . . . . . 29Editing a Multi-Device Energy Usage Report . . . . . . . . . . . . . . . . . . . 30

Creating and Editing Single-Device Reports . . . . . . . . . . . . . . . . . . . . . . . 31

Estimating Missing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Creating a Single-Device Energy Usage Report . . . . . . . . . . . . . . . . 31Editing a Single-Device Energy Usage Report . . . . . . . . . . . . . . . . . 32

Using the Edit Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

PowerLogic Reports Folder Structure . . . . . . . . . . . . . . . . . . . . . . . . 33

The Crystal Enterprise Admin Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Deleting Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37


63220-060-238C15/2009 Introduction

INTRODUCTION This PowerLogic Advanced Reports product is used in SMS Professional. It provides a wizard for creating and editing several types of reports.

Creating Reports You will use the PowerLogic Reports wizard to create reports. Start by clicking the Create tab.

There are four basic reports: pie, trend, table, and histogram. Click the links below to learn how to create or edit each of them:

Creating and Editing Basic Pie Charts

Creating and Editing Basic Trend Reports

Creating and Editing Basic Tables

Creating and Editing Basic Histograms

There are five advanced reports: energy cost summary, 100 millisecond, seven-day energy usage by shift, multi-device electric usage, and single-device usage. Click the links below to learn how to create or edit each of them:

Creating and Editing Single-Device Reports

Creating and Editing Multi-Device ENERGY Usage Reports

Creating and Editing Hourly Usage Reports

Creating and Editing Seven-Day Energy Usage Reports

Creating and Editing Energy Cost Summaries

Creating and Editing 100msec Reports

There is one system report, the SMS Advanced Reports Activity Log, that displays PowerLogic Reports activity, including user log-ins, and report creation and scheduling:

Viewing the Advanced Reports Activity Log

Editing Reports Use the Edit tab to change report settings. You can change everything except the report name. When editing a report, you use the same Advanced Reports wizard that you used to create the report.

Viewing and Scheduling Reports After you create a report, you will use the View/Schedule tab to view the report, to schedule report execution, to export the report, and to view report history. To learn more about these options, see Using the View/Schedule Tab.

Printing Reports You can print a report when you’re viewing it, and you can set a report to print when you schedule it. Scheduling Execution of a Report.

Navigating Through the Advanced Reports Windows

Use the Advanced Reports tabs to navigate through the various Advanced Reports. Do not use the Back button because it will cause the screen to display incorrectly.

1© 2009 Schneider Electric All Rights Reserved

63220-060-238C1Introduction 5/2009

© 2009 Schneider Electric All Rights Reserved2

63220-060-238C15/2009 Using the View/Schedule Tab

USING THE VIEW/SCHEDULE TAB The View/Schedule tab is the first tab that you see when you launch the Advanced Reports product.

In This Section PowerLogic Reports Folder Structure

Scheduling Execution of a Report

Printing Reports

Viewing Report History

Viewing the Advanced Reports Activity Log

Crystal Enterprise Help

From this tab, you can access the Crystal Enterprise product and begin to view advanced reports that you have created. The Crystal Enterprise windows have separate help topics; to access them, click the Crystal help button: . You will also use this tab to begin viewing reports that have been created, or to schedule a report for execution. For Advanced Reports help, click in the upper right-hand corner of the screen.

To navigate to other tabs in Advanced Reports, click the tab you want to view. Do not click the Back button because it will cause the Advanced Reports tabs to display incorrectly.

The figure below illustrates the View/Schedule tab:

PowerLogic Reports Folder Structure The following illustration shows the paths to the various PowerLogic reports:

1. AR help button2. AR log off3. PowerLogic Reports folder


63220-060-238C1Using the View/Schedule Tab 5/2009

Viewing Reports To view historical report information, left-click the report name, then choose one of two options:

View: Choose this option to cause the report to be updated and the most current information displayed

View Latest Instance: Choose this option to view the most current instance that was successfully executed. This option displays only if the report has been scheduled to execute multiple times, and more than one instance exists.

The report displays in a separate window.

When the Report Does Not Display

If an error displays, telling you that your security settings do not accept the Active X controls installed your computer, you need to add the computer to your Trusted Sites. If you need help with this, contact your local system administrator.

Viewing Multiple-Page Reports Reports may often contain more than one page of information. However, when you first view a report, the “available pages” indicator shows that there is only page in the report:

To view any additional pages, click the “last page” icon at the top of the screen ( ). Note that the number of available pages changes to reflect the true number of the pages in the report. Click the back button ( ) or forward buttons ( ) to view all of the pages of the report.

PowerLogic Reports

Advanced Reports: Cost Reports:Energy Cost Summary

Power Quality Reports:100 msec Report

Usage Reports:Hourly UsageMulti-Device Energy UsageSeven-Day Energy Usage by ShiftSingle-Device Energy Usage

Basic Reports: HistogramPieTableTrend

System Reports: Activity Logs:SMS Advanced Reports Activity Log

1. ”Last Page” icon2. “Available pages” indicator



Scheduling Execution of a Report Before you can schedule a report, you must create it. See Using the Create Tab for instructions. To schedule a created report, follow these steps:

1. Establish a user account that has access to the printer:

a. Stop the Crystal Management Server (Start > Programs > Crystal Enterprise 10 > Crystal Configuration Manager; then right-click Crystal Management Server and choose Stop).

b. Right-click Crystal Management Server again, and choose Properties.

c. In the “Logon as” box in the Properties tab, uncheck System Account. Change the user account and password to a user that has access to the printer.

d. Restart the Crystal Management Server (right-click, then choose Start).

e. Close the Crystal Configuration Manager.

2. Click PowerLogic Reports and the type of report. Left-click the report name, then select Schedule.

The Schedule screen displays.

3. In the “Customize your option:” box, accept the default “Schedule.”

4. From the “Run report:” dropdown box, select the schedule you want to use. See the following table for schedule options:

NOTE: For Internet Explorer 6, Service Pack 2: If the calendar feature does not display correctly when you are choosing a date range, certain Javascript settings are not enabled. To continue choosing a schedule, you should type the date rather than selecting it from the calendar.If you only want to change the year of the schedule, first display the calendar; change the year, then click on the day in the calendar. If you do not click on the day, the year will not be changed when you close the calendar.

5. Click the Schedule link ( ) at the upper right corner of the page.

Schedule Type Additional Information

Now (default) Begins to execute as soon as you click “Schedule.”

Once Executes one time, beginning on the start date/time.

Hourly Executes once every hour, for the entire time range specified.

Daily Executes once every N days (user determined) for the entire time range specified.

Weekly Executes every day that you check (Monday - Sunday), for the entire time range specified.

Monthly Executes once every N months (1-12) for the entire time period specified.

Nth Day of Month Executes on the specified date of month (1-31) for every month included in the specified time period.

1st Day of Month Executes on the first of the month for every month included in the specified time period.

Last Day of Month Executes on the last day of the month for every month included in the specified time period.

X Day of Nth Week of the Month

Executes on every day that you check (Monday - Sunday) in the specified weeks (1-5) for every month included in the specified time period.

NOTE: To ensure that the final report is executed, add 15 minutes to the End Time. For example, if you want to schedule execution at 1:00 AM every day for a week: Enter the Start Time as 1:00 AM for the first date, and enter the End Time as 1:15 AM for the last date.



The report begins to execute according to the schedule you selected. See Viewing Report History for instructions on viewing the status of each report’s schedule.

Exporting Reports You can export a report to any of several file formats (Crystal Reports, Microsoft Excel, Microsoft Excel-Data Only, Microsoft Word, Rich Text Format, or Adobe Acrobat). To export, click at the upper left of the window. Choose the number of pages to export, the file format, and the name of the new file.

NOTE: To be able to export a basic table or an energy cost summary, you must have installed Crystal Enterprise SU2. This service update is on the Crystal Enterprise installation disk.

Printing Reports There are two options for printing reports:

• When viewing the report, click in the upper left of the window. From the Print screen, choose the printer, number of copies, and pages.

• When scheduling the report, you can also schedule printing. From the View/Schedule tab, left-click the report name and choose Schedule. Then, follow these steps:

1. When the Schedule screen displays, choose Print Settings from the pull-down menu.

2. Choose the printer you want to use, the number of copies, and the page range.

3. Click the Schedule link at the upper right corner of the page to execute the schedule.

Viewing Report History You can view a History page that shows the current status of any scheduled report. From this page, you can also delete a schedule, or pause/resume execution of a schedule. To view this screen (illustrated below), left-click the report name, and choose History from the list.

NOTE: This screen does not automatically update. To display the current status of all instances, you must refresh this screen: either press F5 to refresh the browser, or click the Refresh button on the History screen.



Use the fields of the History screen in the following ways:

View the instance: Click the date/time link for the instance that has been successfully executed. This instance of the report displays in a separate window.

Get details about the status: Click the Status link to view such details as:

• the printer at which it was printed• creation time/start time/end time

• if status is Pending, the type of recurrence

• if status is Failed, an error message that describes the reason for failure

Edit the list of instances: Check the “Selected” box to enable the buttons at the top left of the page: delete, pause, resume, clear all, select all.

Viewing the Advanced Reports Activity Log The Advanced Reports Activity Log shows all PowerLogic Reports activity, including user log-ins, and report creation and scheduling. You can also schedule the activity log to execute like any other Advanced Report. To view this activity log, open the View/Schedule tab. Then select PowerLogic Reports > System Reports > Activity Logs > SMS Advanced Reports Activity Log.

When the log displays, you can view additional detail for any line item: Highlight the line and double-click it. A new window displays, listing the server name where the request was made, and user name, and user ID of the person who logged on or created/modified the report.

Crystal Enterprise Help If you need more advanced help on working with schedules, click the Crystal help button ( ) to view the Crystal Enterprise help file.

1. Date/time of this instance of the schedule. Click the date to view this instance of the report.

2. User ID of the user who created the schedule

3. Report location data

4. Status entries are:Recurring: scheduled to run multiple timesPending: scheduled to run one time, or has just begun to execute an instanceRunning: in processSuccess: schedule executedFailed: did not execute

5. Check an instance to be able to use the buttons above:Delete, Pause, Resume, etc.


63220-060-238C15/2009 Using the Create Tab

USING THE CREATE TAB Use the Create tab (see figure below) to begin creating a report.

In This Section PowerLogic Reports Folder Structure

Creating Reports

Deleting Reports

PowerLogic Reports Folder Structure The illustration below illustrates the paths to the various PowerLogic reports:

Creating Reports 1. Locate and click the report type that you want to create; a sample report displays in the right-hand pane. Click Start.

The report creation wizard displays. In the left-hand column is a list of screens that you will use to create the report.

2. For help in using the wizard to create your report, click in the upper right-hand corner of the screen.

1. AR help button2. Report types3. Start button

PowerLogic Reports



Usage Reports:Hourly UsageMulti-Device Energy UsageSeven-Day Energy Usage by ShiftSingle-Device Energy Usage




63220-060-238C1Using the Create Tab 5/2009

NOTE: If an error displays telling you that the event log is full, the report has not been created. To remedy this problem, you must set the Windows Event Log to FIFO. To do this, open Control Panel > Administrative Tools > Event Viewer. Then right-click Application and choose Properties. In the Properties window, change the maximum log size to 2048, and click the “Overwrite events as needed” radio button. Click OK to save the changes and close the Event Viewer and Administrative Tools screens.

Deleting Reports You can delete advanced reports only if your user ID has a high enough security level. For instructions on deleting reports, see the help topic for The Crystal Enterprise Admin Tab.


63220-060-238C15/2009 Creating and Editing Basic Tables

CREATING AND EDITING BASIC TABLES Basic tables can include historical data for up to 64 device/quantity combinations (e.g., 64 devices/one topic or one device/64 topics). Before you can view data in a table, you must have first logged the data in the SMS Setup Utility. For help, see the SMS online help file.

NOTE: If a table becomes too wide to print on an 8-1/2 by 11 printer, the information will be “tiled”: it will display with column breaks in it. These breaks indicate where the page breaks will occur in printing.

Creating a Basic Table After you pick “Table” as the report type and click Start (on the Create tab), the Select Devices and Quantities screen displays.

1. At the bottom of the screen are two radio buttons: Sort By Devices and Sort By Quantities. Check a button to choose the order in which you will select devices and quantities for this table.

2. Select the devices/quantities to be included in the table.

NOTE: There is a time delay between the Setup Utility and Advanced Reports. If you have just added a new device in the SMS Setup Utility, it may not show up here for several minutes.

3. Click Next.The Report Data and Time screen displays.

4. Choose the times and dates to be included in this report. Options are described in the table below. Some options require that you enter additional information.

NOTE: If the calendar feature does not display correctly, type in the date.

5. The “Ignore seconds to align samples in report output” box is checked by default. When checked, Advanced Reports will report data samples from devices to the minute, truncating the seconds. Thus, samples that are received at 11:02:05, will be reported as 11:02.

6. Click Next.

The Confirm Save screen displays.

7. Type a unique Report Name. If you do not enter a name, the report will be called “My Report.” Type a description (optional); the description

Date/Time Option Description

Current Month The report includes all data logged in this month, up to the time that you run the report.

Previous xx Months ending last complete month

Choose the number of months (1-12) to be included. Includes only completed months, not the current month.

Previous xx Days ending midnight last night

Choose the number of days (1-365) to be included. Includes only completed days, not the current day.

Previous xx Hours ending last complete hour

Choose the number of hours (1-48) to be included. Includes only completed hours, not the current hour.

Shift Choose the begin/end times (hh:mm:am/pm) for the shift to be included. Minutes must be in increments of 15 (15, 30, 45).

Custom Range 1 First, choose the beginning day of the week and time (hh:mm:am/pm). Then choose the ending day of week and time.

Custom Range 2 First choose the beginning month, date, and time (hh:mm:am/pm). Then choose the ending month, day, and time.

Fixed Data Range Choose the begin/end dates and times (hh:mm:am/pm). Note: This report is not likely to be scheduled: the fixed date range will always produce the same output.


63220-060-238C1Creating and Editing Basic Tables 5/2009

displays in the View/Schedule tab when you roll over the report name. Click Next.

The Save Report screen displays.

8. Click Finish.

The report is created and saved. The View/Schedule tab displays with the new table listed. You can view the report, schedule the report for later execution, or see history for the report. For information on using these options, click in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing a Basic Table After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow steps 1 through 8 above to make changes to the report.


63220-060-238C15/2009 Creating and Editing Basic Pie Charts

CREATING AND EDITING BASIC PIE CHARTS

Pie charts are basic reports that display data for up to 14 device/quantity combinations (e.g., 14 devices/one topic or one device/14 topics). Before you can view data in a pie chart, you must have first logged the data in the SMS Setup Utility. For help with historical logging, see the SMS online help file.

Creating a Basic Pie Chart After you pick “Pie” as the report type and click Start (on the Create tab), the Select Devices and Quantities screen displays.


2. Choose the device/quantity combination that you want to include in the pie chart.


3. Click Next.

The Report Data and Time screen displays.



5. Click Next.


6. Type a unique Report Name. If you do not enter a name, the report will be called “My Report.” Type a description (optional); the description displays in the View/Schedule tab when you roll over the report name. Click Next.


7. Click Finish.

The report is created and saved in the The View/Schedule tab displays with the new pie chart listed. You can choose to view, schedule, or see history for the report. For information on using these options, click in the upper


Current Month The report includes all data logged in this month, up to the time that you run the report












63220-060-238C1Creating and Editing Basic Pie Charts 5/2009

right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing a Basic Pie Chart After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow steps 1 through 7 above to make changes to the report.


63220-060-238C15/2009 Creating and Editing Basic Trend Reports

CREATING AND EDITING BASIC TREND REPORTS

Basic trends can include historical data for up to 14 device/quantity combinations (e.g., 14 devices/one topic or one device/14 topics). Before you can view data in a table, you must have first logged the data in the SMS Setup Utility. For help, see the SMS online help file.

Creating a Basic Trend After you pick “Trend” as the report type and click Start (on the Create tab), the Select Devices and Quantities screen displays.

1. At the bottom of the screen are two radio buttons: Sort By Devices and Sort By Quantities. Check a button to choose the order in which you will select devices and quantities for this table.Choose the device/quantity combinations that you want to include in the trend. There is a time delay between the Setup Utility and Advanced Reports. If you have just added a new device in the SMS Setup Utility, it may not show up here for several minutes.

NOTE: You cannot include both power factor quantities and non-power factor quantities in a single trend.

2. Click Next.

The Select Threshold Values screen displays.

3. (optional) Use this screen to set up threshold lines that will display in the trend. These colored lines can be set so that they indicate levels at which entries in the trend fall out of normal operating ranges. Click Next after you enter the threshold levels.

NOTE: If you are not sure what levels to enter, you could run a real-time trend in the SMS browser view (Start > Programs > PowerLogic > System Manager Software > Real Time Trend tab). The levels that are plotted in the real-time trend will give you an idea of normal ranges. Then you can set the Highest, High, Low, and Lowest numbers to give indication of out-of-range readings.

















63220-060-238C1Creating and Editing Basic Trend Reports 5/2009

5. Click Next.


6. Type a unique Report Name. If you do not enter a name, the report will be called “My Report.” Type a description (optional); the description displays in the View/Schedule tab when you roll over the report name. Click Next.The Save Report screen displays.

7. Click Finish.

The report is created and saved in the The View/Schedule tab displays with the new trend listed. You can choose to view, schedule, or see history for the report. For information on using these options, click in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing a Basic Trend After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow steps 1 through 8 above to make changes to the report.


63220-060-238C15/2009 Creating and Editing Basic Histograms

CREATING AND EDITING BASIC HISTOGRAMS

A histogram shows how often the various readings for a specific quantity occur in a given time period. Histograms display data for a single device with a single quantity. The histogram displays two charts:

• a bar chart that shows the number of samples taken for each range of the quantity

• a trend chart that show the cumulative percentage of these samples

Before you can view data in a histogram, you must have first logged the data in the SMS Setup Utility. For help, see the SMS online help file.

Creating a Basic Histogram After you pick “Histogram” as the report type and click Start (on the Create tab), the Select Devices and Quantities screen displays.


2. Choose the device and quantity that you want to include in the histogram.


3. Click Next.




5. Click Next.
















63220-060-238C1Creating and Editing Basic Histograms 5/2009

7. Click Finish.

The report is created and saved in the The View/Schedule tab displays with the new histogram listed. You can choose to view, schedule, or see history for the report. For information on using these options, click in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing a Basic Histogram After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow steps 1 through 7 above to make changes to the report.


63220-060-238C15/2009 Creating and Editing Energy Cost Summaries

CREATING AND EDITING ENERGY COST SUMMARIES

An energy cost summary lets you use your own facility’s utility rates to estimate energy and demand costs. This report will contain data only if you have first used SMS to log quantities to your PC. The energy cost summary report can include data for up to 64 device/quantity combinations, not to exceed 20 devices. For example, you could have one device/64 topics, two devices/32 topics, and so on, up to a maximum of 20 devices/three topics.

Estimating Missing Data If you choose a date range for which a device and quantity do not contain data, then data for that time period is interpolated or extrapolated (estimated) from the other available data. If no data is found for any selected device and quantity in the time period, the report will indicate that there is no data.

Missing data for a single device a is estimated in this manner:

Two data points are chosen that bracket the missing data point(s): one point just before and one point just after the missing period. If there are no points in one direction, then two points will be used in the direction that points exists. In other words, if there are no data points before the missing time period, then the report uses the two nearest points after the missing time period. These points will be used to estimate the missing point for the desired time period.

The report will report the estimated data points on a line between the two known points.

If you suspect that data is missing from a report, you can run a Basic Report (table) for the same device(s) and time period. Where data is missing, the cells in the table will say “Missing value.”

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Creating an Energy Cost Summary After you pick Energy Cost Summary (on the Create tab, click Powerlogic Reports > Advanced Reports > Cost Reports > Energy Cost Summary), the Select Report Type screen displays.

1. Check the radio button for the report type: water, air, gas, electricity (default), or steam. Click Next.

NOTE: You must have logged report data for this report type in SMS. For help with logging, see the SMS Setup Utility online help file.

2. From the Select Quantities screen, select the consumption and/or demand quantities to be included in the report. Click Next.

3. From the Select Devices screen, check the device(s) you want to include (maximum 20). The list only includes devices that have data logged for the quantities you selected. Click Next.


The Select Main and Demand Option screen displays.

4. If you want to report data using one of the devices as a main, select that device from the list. Otherwise, accept the default of “None.”


63220-060-238C1Creating and Editing Energy Cost Summaries 5/2009

If you included demand quantities in step 2, you also need to select a demand calculation.

5. From the Demand Calculation list, choose the method you want used to determine the peak demand date/time, then click Next. Methods are:

Coincident (with a Main Device)You have selected a main, and you want the peak demand date/time of the main device to be used for all sub-devices in this report. If a TOU schedule is selected, peak demand is determined by comparing the demand intervals in the TOU period (on-peak, off-peak, etc.). If there are multiple peaks, only the last peak is reported.

Example: TOU1 is defined as 6:00-10:00 and 16:00-18:00 (4-6pm). The peak demand for the Main is determined during TOU1; the associated date/time is applied to the sub-devices which provides demand coincident with the main. This process is repeated for all defined TOU periods.Coincident (without a Main Device)You have not selected a main; peak demand date/time is calculated by finding the demand interval with the highest demand sum for all of the devices selected for the report. This sum becomes the peak demand value. The date/time of the peak demand is applied to all devices in the report. If a TOU schedule is selected, peak demand is determined by comparing the demand intervals in the TOU period (on-peak, off-peak, etc.). If there are multiple peaks, only the last peak is reported.

IndependentYou want the peak demand value and time to be determined for each individual device.

Peak = the Max of the Absolute value of each sample.

The peak Demand for a given TOU period (on-peak, off-peak, etc.) is obtained from its time band in the TOU period. If there are multiple peaks, this report uses the last peak.

The Select TOU Schedule screen displays.

6. Click the radio button for type of calculation you want to use: Flat Rate or TOU. If you choose TOU, the Schedule and Version fields become live. The list of schedules includes the default Sample Schedule and any schedules that you have added via the TOU application. Choose the schedule and version (sub-schedule) that you want to use.

7. Click Next.

Depending on the type of calculation you chose, a Define Charges screen displays with various charges. You must enter the appropriate rate information.

8. To edit the information for a charge, click “Edit” in the left-hand column; after you make the change(s) for that charge, click OK. If you chose Electric is step 1, and TOU in step 6, the table has these fields:

Table Item Description

Charge Name A user-defined name (1-32 characters); you can edit this field.

Quantity The quantities chosen on the Select Quantities screen (step 2)

Units The units associated with this quantity (such as kWh)


63220-060-238C15/2009 Creating and Editing Energy Cost Summaries

If you chose Water, Air, Gas, or Steam in step 1, or if you chose Electric in step 1 and Flat Rate in step 6, the table has these fields:

Click Next after you enter the data for all of the charges.

The Define Charges (Miscellaneous) screen displays.

9. Enter any additional charges (1-32 characters), such as taxes or service charges, and their rates. You can enter up to six charges. The rate currency is defined in the regional settings of the server PC.

After you have finished adding charges, click Next.The Report Date and Time screen displays.

10. Choose the date range for the data to be included in this report. Options are described in the table below. Some options require that you enter additional information.


11. Click Next.


12. Type a unique Report Name. If you do not enter a name, the report will be called “My Report.” Type a description (optional); the description

Base Rate One of two amounts:1-The only rate used over the entire period of the report2-An additional charge used if you enter amounts into the TOU columns (example: If base rate = $0.01 per kWh, and On Peak = $0.05 per kWh, the total rate used for On Peak is $0.06 per kWh)

TOU Columns There will be a column for each TOU period that is defined in the selected TOU schedule (On Peak, Off Peak, etc). For each charge, you must enter a rate for each TOU period. The currency used is defined in the regional settings of the server PC.


Charge Name A user-defined name (1-32 characters); you can edit this field.

Quantity The quantities chosen on the Select Quantities screen (step 2)

Units The units associated with this quantity (such as kWh)

Rate The actual rate for each charge. The rate currency used is defined in the regional settings of the server PC.











Fixed Data Range Choose the begin/end dates and times (hh:mm:am/pm). This report is not likely to be scheduled: the fixed date range will always produce the same output.



63220-060-238C1Creating and Editing Energy Cost Summaries 5/2009

displays in the View/Schedule tab when you roll over the report name. Click Next.


13. Click Finish.The report is created and saved in the The View/Schedule tab displays with the new pie report listed. You can choose to view, schedule, or see history for the report.

If you chose TOU for type of calculation and the report includes 6 months or more of data, you need to schedule the report rather than view it. You can schedule it to execute “now,” but it may not display if you choose the View option.

For information on using these options, click in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing an Energy Cost Summary After you pick the report name and click Edit (on the Edit tab), the Select Report Type screen displays. Follow steps 1 through 12 above to make changes to the report.


63220-060-238C15/2009 Creating and Editing 100msec Reports

CREATING AND EDITING 100MSEC REPORTS

You will use 100msec reports to view historical data for devices that can log millisecond values. The 100msec report can include data for up to 64 device/quantity combinations (e.g., 64 devices/one topic or one device/64 topics).

You must use on-board logging in order to be able to view data in this report. If you use data from PC-based logging, the report header will display, but there will be no data.

In This Section Setting Up the 100ms Report

Creating a 100msec Report

Editing a 100msec Report

Setting Up the 100ms Report Before you can create the report, you need to set up the 100msec RMS log to record data for the report. Follow these steps for each device that you want to be able to include in 100msec reporting:

1. In the SMS Setup Utility (Start > Programs > PowerLogic > SMS Setup), open a device for configuration (Setup > Devices/Routing). Pick the specific device and click Configure.

2. On the OnBoard Alarms/Events tab, set up the related alarm (for example, you might set up an overcurrent or phase unbalance alarm). Be sure to click the 100ms RMS button on the lower right part of the setup window.

On this same tab, set the Priority to something greater than zero. This causes the circuit monitor to force an entry into the 100ms RMS data log file when the alarm becomes active.

3. On the OnBoard Files tab, enable the 100ms RMS Recorder file. Enter the maximum number of entries that you want to be stored in the log file (1-3,200).

4. Save the configuration settings and close the setup window.

5. Set up a scheduled task to upload 100ms data to the PC (Setup > Scheduled Task): create an Onboard Data Log/Waveform task, and select the 100ms RMS file. Make sure you add a reference time to make the upload effective.

6. Allow sufficient time to log enough data for the report.

Creating a 100msec Report After you pick “100msec” as the report type and click Start (on the Create tab), the Select Devices and Quantities screen displays.


2. Choose the device/quantity combination that you want to include in the pie chart.


3. Click Next.The Report Date and Time screen displays.


63220-060-238C1Creating and Editing 100msec Reports 5/2009

4. The only option is Fixed Data Range: Choose begin and end dates and times to be included in this report.


5. Click Next.




7. Click Finish.

The report is created and saved in the The View/Schedule tab displays with the new 100msec report listed. You can choose to view, schedule, or see history for the report. For information on using these options, click in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing a 100msec Report After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow steps 1 through 7 above to make changes to the report.


63220-073-238C15/2009 Creating and Editing Seven-Day Energy Usage Reports

CREATING AND EDITING SEVEN-DAY ENERGY USAGE REPORTS

The seven-day energy usage report displays energy usage by shift, for one quantity and up to 64 devices. Information is displayed for a seven day period, and can include one, two, or three shifts. You can include CM4000, CM3000, and PM800 devices.






Creating a Seven-Day Energy Usage Report After you pick “Seven Day Energy Usage By Shift” as the report type and click Start (on the Create tab), the Select Report Type screen displays.

1. Select the type of WAGES data you want in the report: water, air, gas, electric, or steam (default: electric). Click Next.

The Select Quantities screen displays.

2. Check the single quantity that you want to include in the report. Click Next.The Select Devices screen displays.

3. Choose the device(s) to include in the usage report. Click Next.


The Select Shifts screen displays. You can define up to three shifts, which cannot have any overlapping time periods.

4. For each shift that you want to include: Define the shift times. For each shift that you include, a default time span displays. You can edit the times to match your shift schedule. Shift times cannot overlap, and they must be in 15-minute increments (for example, 7:00, 7:15, 7:30, or 7:45).

5. If you enable shift 3, this message displays: “Report shift 3 usage on day shift.” Shift 3 often spans midnight; thus, energy data is accumulated across two days. You must decide whether you want shift 3 energy reported in the first day (before midnight) or the second day (after midnight).

• Click Begins to record the energy from shift 3 on the first day.

• Click Ends to record the energy from shift 3 on second day.When you have defined all shift information, click Next.

The Shift Date Range screen displays.


63220-060-238C1Creating and Editing Seven-Day Energy Usage Reports 5/2009

6. The default “Previous 7 days” includes data for the most recent seven days, ending at midnight. Or, click “Specific 7 day period starting on” if you want to use the calendar to choose the starting date. Click Next.The Confirm Save screen displays.



8. Click Finish.

The report is created and saved. The View/Schedule tab displays with the new shift energy report listed. You can view the report, schedule the report for later execution, or see history for the report. For information on using these options, click in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing a Seven-Day Energy Usage Report After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow steps 1 through 8 above to make changes to the report.


63220-060-238C15/2009 Creating and Editing Hourly Usage Reports

CREATING AND EDITING HOURLY USAGE REPORTS

Hourly usage reports display hourly energy usage for each hour of one day. You can create this report for up to 64 device/quantity combinations (e.g., 64 devices/one topic or one device/64 topics).

The report displays as a table, illustrating the energy used by each device in each period.






Creating an Hourly Usage Report After you pick “Hourly Usage” as the report type and click Start (on the Create tab), the Select Report Type screen displays.

1. Select the type of WAGES data you want in the report: water, air, gas, electric, or steam (default: electric). Click Next.

The Select Quantities screen displays.

2. Check the consumption quantities to be used in this report. Click Next.The Select Devices screen displays.

3. Choose up to 64 device/quantities to include in the usage report. Click Next.


The Select a Day screen displays. Select the day for which you want to report hourly data. Click Next.



5. Click Finish.

The report is created and saved in the The View/Schedule tab displays with the new multiple-device energy report listed. You can choose to view, schedule, or see history for the report. For information on using these


63220-060-238C1Creating and Editing Hourly Usage Reports 5/2009

options, click in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing an Hourly Usage Report After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow steps 1 through 5 above to make changes to the report.


63220-060-238C15/2009 Creating and Editing Multi-Device ENERGY Usage Reports

CREATING AND EDITING MULTI-DEVICE ENERGY USAGE REPORTS

Multi-device energy usage reports display real energy usage (kWh) for up to 64 devices. You can choose to view data for one period, or you can view data for two periods, showing the differences between the two periods. The report displays energy usage for each device as well as total energy usage.

The report displays in two parts:

• a pie chart, illustrating the percentage of energy used by each device

• a table, illustrating the energy used by each device in each period, and the delta between them






Creating a Multi-Device Energy Usage Report After you pick “Multi-Device Energy Usage” as the report type and click Start (on the Create tab), the Select Report Type screen displays.

1. Select the type of WAGES data you want in the report: water, air, gas, electric, or steam (default: electric). Click Next.The Select Quantities screen displays.

2. Check the single consumption quantity to be used in this report. Click Next.

The Select Devices screen displays.

3. Choose up to 64 devices to include in the usage report. Click Next.


The Select Interval and Comparison Period screen displays.

4. Select the interval to display in the report: Day or Month. Then select a comparison period and, if the interval is “month,” select a month type.

If you choose Day, the report will display data for each date (January 1, January 2, etc.) included in the comparison period (past month, current month, etc.). For example, if you choose “Day” and “This Month and Last,” data displays for every day in the current and previous month.If you choose Month, the report will display data for each month (January, February, etc.) that is included in the comparison period (Last Year, This


63220-060-238C1Creating and Editing Multi-Device ENERGY Usage Reports 5/2009

Year, etc.). For example, if you choose “Month” and “This Year,” data displays for every month in the current year.

If you choose Day with a Custom Month comparison period, or if you choose Month, you must also choose a month type: Calendar or Custom Month. If you choose Custom Month, choose the begin and end days of the custom period you want to use.

If you choose Specific Month or Two Specific Months for the comparison period, you must specify the month(s) you want to use as comparison.Click Next.



6. Click Finish.

The report is created and saved in the The View/Schedule tab displays with the new multiple-device energy report listed. You can choose to view, schedule, or see history for the report. For information on using these options, click in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing a Multi-Device Energy Usage Report After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow steps 1 through 5 above to make changes to the report.


63220-060-238C15/2009 Creating and Editing Single-Device Reports

CREATING AND EDITING SINGLE-DEVICE REPORTS

Single-device energy usage reports display energy usage for one device and one topic. You can choose to view data for one period, or you can view data for two periods, showing the differences between the two periods. The report displays energy usage for the device.

The report displays in two parts:

• a trend illustrating the energy used by the device

• a table, illustrating the energy used by the device in each period, and the delta between them






Creating a Single-Device Energy Usage Report

After you pick “Single-Device Energy Usage” as the report type and click Start (on the Create tab), the Select Report Type screen displays.

1. Select the type of WAGES data you want in the report: water, air, gas, electric, or steam (default: electric). Click Next.The Select Quantities screen displays.

2. Check the quantity that you want to include in the report. Click Next.

The Select Devices screen displays.

3. Choose the device to include in the usage report. Click Next.


The Select Interval and Comparison Period screen displays.

4. Select the interval to display in the report: Day or Month. Then select a comparison period and, if the interval is “month,” select a month type.If you choose Day, the report will display data for each date (January 1, January 2, etc.) included in the comparison period (past month, current month, etc.). For example, if you choose “Day” and “This Month and Last,” data displays for every day in the current and previous month.

If you choose Month, the report will display data for each month (January, February, etc.) that is included in the comparison period (Last Year, This Year, etc.). For example, if you choose “Month” and “This Year,” data displays for every month in the current year.


63220-060-238C1Creating and Editing Single-Device Reports 5/2009

If you choose Day with a Custom Month comparison period, or if you choose Month, you must also choose a month type: Calendar or Custom Month. If you choose Custom Month, choose the begin and end days of the custom period you want to use.

If you choose Specific Month or Two Specific Months for the comparison period, you must specify the month(s) you want to use as comparison.

5. Click Next.The Confirm Save screen displays.



7. Click Finish.

The report is created and saved in the The View/Schedule tab displays with the new single-device energy report listed. You can choose to view, schedule, or see history for the report. For information on using these options, click

in the upper right-hand corner of the View/Schedule tab (click the tabs to navigate between screens; do not click the Back button).

Editing a Single-Device Energy Usage Report After you pick the report name and click Edit (on the Edit tab), the Select Devices and Topics screen displays. Follow the steps above to make changes to the report.


63220-060-2238C15/2009 Using the Edit Tab

USING THE EDIT TAB Use the Edit tab to begin making changes to select a report that you want to edit.

PowerLogic Reports Folder Structure The illustration below illustrates the paths to the various PowerLogic reports:

You will only be able to edit a report from the Edit tab if it is located in the default reports directory in Crystal Enterprise. Moving reports out of the default directory can only be done from within Crystal Enterprise, not from SMS. If you move a report out of the default folder, it will no longer have the same security that it has in the default folder

Follow these steps to begin editing a report:

1. Click PowerLogic Reports, then locate and click the report type.All of the reports of that report type display on the screen.

2. Click the radio button next to the report you want to edit.

A button called Edit displays below the reports.

3. Click Edit to launch the wizard for that report. For help in using the wizard to edit your report, click in the upper right-hand corner of the screen.

If you have already scheduled the report for execution, you do not need to re-schedule it.

PowerLogic Reports



Usage Reports:Hourly UsageMulti-Device Electrical UsageSeven-Day Energy Usage by ShiftSingle-Device Electrical Usage




63220-060-238C1Using the Edit Tab 5/2009


63220-060-238C15/2009 The Crystal Enterprise Admin Tab

THE CRYSTAL ENTERPRISE ADMIN TAB The Admin tab is used primarily to begin entering Crystal Enterprise information. Except for the View/Schedule, Create, and Edit tabs, any link that you click will take you to a Crystal Enterprise screen.

NOTE: In Advanced Reports, click the tabs to navigate between screens; do not click the Back button.

Unless you understand how to use Crystal Enterprise to make administrative settings, you should not use this screen.

Deleting Reports You can delete advanced reports only if your user ID has a high enough security level. Follow these steps:

1. Click the Crystal Management Console tab link.

2. On the Console tab, in the Organize box, click Objects.A list of all objects (reports) displays.

3. Check the “Selected” box to the right of each report that you want to delete. Click OK.

A prompt displays asking if you want to delete the selected item(s).

4. Click OK.The selected reports are deleted.


63220-060-238C1The Crystal Enterprise Admin Tab 5/2009


63220-060-238C1 Index5/2009

© 2009 Schneider Electric

INDEX
Numerics100ms report
creating and editing, 23setting up the data, 23

Aactivity log

Advanced Reports, 7Admin tab

Crystal Enterprise setup, 35Advanced Reports Activity Log, 7

BBack button in Advanced Reports

do not use to navigate, 1basic histogram

creating, 17basic pie chart

creating, 13basic table

creating, 11basic trend

creating, 15

CCreate tab

event log full error, 10using to begin creating reports, 9

Crystal Enterprise Admin tab, 35Crystal Enterprise help, 7

Ddefault directory

moving reports to a different location, 33deleting reports, 10, 35demand calculation method

energy cost summary, 20devices not displaying when creating reports, 11,

13, 15, 17, 19, 23, 25, 27, 29, 31

EECS with TOU calculation

scheduling rather than viewing, 22Edit tab

using, 33energy by shift, 25energy cost summaries

creating and editing, 19error

Active X controls not accepted, 4calendar does not display correctly when

choosing date range, 5do not use Back button to navigate between

Advanced Reports windows, 1ECS with TOU calculation does not

display, 22event log full, cannot create reports, 10

All Rights Reserved

if scheduled report instance fails, 7report does not display when you try to view

it, 4estimating missing data points in reports, 19, 25,

27, 29, 31event log full

cannot create reports, 10exporting reports, 6

Ffail status

viewing error message, 7folder structure

powerlogic reports, 3, 9, 33

Hhelp

Crystal Enterprise, 7histogram

creating, 17creating and editing, 17

historyviewing, 6

hourly usage report, 27

Iinstances

editing on the History screen, 7viewing individual, 7

interpolation (estimation) of missing data points, 19, 25, 27, 29, 31

Llatest instance of a report

viewing, 4Local Intranet

adding computer, 4

Mmin-max lines

setting up in trends, 15missing report data

estimating, 19, 25, 27, 29, 31moving reports out of default directory, 33multi-device energy usage report

creating, 27, 29multiple-page reports

viewing, 4

Nnavigating through Advanced Reports screens, 1

PPowerLogic Reports folder structure, 3, 9, 33printing reports, 6

37

Index 63220-060-238C15/2009

38

Rreport types

100 msec, 23basic histogram, 17basic pie chart, 13basic table, 11basic trend, 15energy cost summary, 19hourly energy usage, 27multi-device energy usage, 29seven-day energy usage, 25single-device energy usage, 31

running a report, 5

Sscheduled reports don’t print, 5scheduling report execution, 5seven-day shift energy report

creating, 25single-device energy usage report, 31

creating, 31status of scheduled reports

History screen, 6viewing details, 7

Ttables

creating and editing, 11threshold lines

setting up in trends, 15trend

creating, 15Trusted Sites

adding computer, 4

Vviewing a report, 3

multiple pages, 4viewing history of schedules, 6viewing report status

History screen, 6


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