Reports Manage View

The Scheduled Report Manage View lets users edit report settings, schedule, notifications, and view history, providing complete control and flexibility.

The Scheduled Report Manage View is the interface where users can manage and review details of a selected report. When a user clicks the Manage button on a report, it opens this view, displaying all previously configured data and settings.

Schedule Manage View

1. Report Information

• Report Name: Shows the name of the report, which can be edited.

• Entity: Displays the entity associated with the report (e.g., "Minnovation"), selectable from a dropdown menu.

2. Report Data

• Data Sources: Lists the selected data sources for the report, such as specific activities or metrics (e.g., "Activity (GGG Activity Centre Hourly Max)").

• Add Data: Button allowing users to add additional data sources to the report.

3. Report Settings

• Include: Offers various components that can be added to the report:

  • Summary: A summary overview of the report.

  • Event Pareto: Displays Pareto analysis for events.

  • Event Log: Lists logged events.

  • Sensor Map: Visual representation of sensor data on a map.

  • Sensor Chart: Graphical chart of sensor data.

  • Offline Sensors: Indicates offline sensor status.

  • Sensor Table: Tabular format of sensor data.

  • Recommendations: AI-generated recommendations based on data analysis.

  • Insights: AI-driven insights from the data.

• Link Dashboard: Dropdown to link a dashboard (e.g., "MZZ test heatmap") to the report, providing a direct reference to a visual data view.

4. Notification Settings

• Send Report To: Options for delivery methods, allowing users to select one or more:

  • Email

  • SMS

  • Webhook

5. Report Scheduling

• Frequency: Defines how often the report is generated and sent (e.g., Daily, Weekly, Monthly).

• Time Selection: Specifies the time the report should be sent.

• Day Selection: Specifies the day the report will be sent (for weekly and monthly schedules).

• Time zone: Dropdown to select the time zone for report scheduling, ensuring accuracy based on user’s local time.

6. Report History

• Run Report: Button that allows users to manually run the report immediately.

• Logs: Button to view the report’s historical logs, including previous run times, any errors encountered, and status updates.

7. Administration

• User Information: Shows details about the user who created or last modified the report.

• Permissions: Allows admin users to manage report access and permissions.

Note : The Scheduled Report Manage View provides a comprehensive, editable interface for users to manage all aspects of their report, from data sources to delivery options.

Each section ensures that users have full control over report contents, frequency, and notifications.

Additionally, users can view report history, manually run reports, and adjust administrative permissions as needed.

Report Information

The Report Information View allows users to name, categorize, run reports, and access logs, ensuring clear organization and management.

This Report Information view is designed for efficient report setup and management, allowing users to assign a clear name and relevant entity, enhancing organization and traceability within the reporting system. It ensures that reports are easily identifiable and properly categorized within the system.

Report Information Overview

The Report Information View is the initial section of the report management interface, providing essential fields for customizing and organizing the report. It includes:

• Report Name

  • This is an editable text field where users can name or rename the report. The report name is important for identifying and distinguishing it from other reports, especially in a list of scheduled or previously generated reports.

• Entity

  • A dropdown menu allows users to select the specific entity related to the report (e.g., "Minnovation"). This entity association helps categorize the report, linking it to a particular department, project, or organization for better organization and access control.

Additional Features in the Report Information View

• Run Report Button: Located in the top right, this button enables users to manually trigger the report generation. Users can define custom date and time ranges if needed.

• Logs Button: Also in the top right, this button provides access to the report’s log history, showing past runs, status updates, and any errors encountered during execution.

Report Data

Clicking Add Data opens Assign Sensors to Report, where users select sensors, reveal hidden channels, and save or cancel selections.

The Report Data Overview allows users to click Add Data to open the Assign Sensors to Report interface, where they can select sensors for the report. In this interface, users can view selected sensors, enable hidden channels, and use Cancel or Save buttons to exit or confirm changes. Each sensor is labelled for easy identification.

Report Data Overview

Add Data Button Description

Section	Element	Description
Report Data Overview	Add Data Button	Clicking this button in the Report Data section opens the Assign Sensors to Report window, where users can select additional sensors to include in the report.

In the Report Data section, clicking the Add Data button opens the Assign Sensors to Report interface, allowing users to select additional sensors for the report.

Assign Sensors to Report Interface Details

This table provides a structured overview of each component in the "Assign Sensors to Report" interface, explaining its purpose and functionality for easier understanding.

Section	Element	Description
Window Title	Assign Sensors to Report	This title indicates that the user is in the sensor selection interface, where they can assign sensors to the current report.
Sensor Selection	Select Sensor/s	This area displays the list of selected sensors for the report. Each sensor is shown as a labelled entry (e.g., "[YVC-PIR09] People Count (Interval Count)").
	Sensor Labels	Each sensor is displayed as a separate blue label, containing details like sensor ID, data type (e.g., People Count), and location (e.g., Sss Water Play Park).
	Show Hidden Channels	A checkbox that, when enabled, reveals any hidden channels associated with the sensors. Hidden channels may include supplementary sensor data not visible by default.
Buttons	Cancel	Located at the bottom left, this button cancels the sensor assignment and closes the window without saving any changes.
	Save	Located at the bottom right, this button saves the selected sensors and adds them to the report, then closes the window.

Report Settings

AlphaX "Report Settings" let users customize report content, table displays, and link dashboards for streamlined monitoring and data insights.

The "Report Settings" in AlphaX allow users to customize reports by selecting components like summaries, event logs, sensor maps, AI-driven insights, and more. Users can tailor table displays with options like sum, minimum, and average, and link reports to specific dashboards for easy access to real-time monitoring and detailed data analysis.

Report Settings Overview

Table 1: Report Components - Include Section

Component	Description
Summary	A general overview or summary of the data. Includes key highlights and high-level information, offering a quick glance at overall performance or status.
Event Pareto	A Pareto chart or analysis focused on events. Helps prioritize significant events or issues by showing their frequency or impact, allowing users to focus on high-priority areas.
Event Log	A chronological log of events, providing a detailed record of each event with timestamps and relevant details for auditing or troubleshooting.
Sensor Map	A visual representation of sensor locations on a map, useful for seeing where each sensor is located, especially helpful for monitoring environmental factors or specific site conditions.
Sensor Chart	Graphs or charts depicting sensor data over time, helping users visualize trends (e.g., temperature or humidity changes) and identify anomalies.
Offline Sensors	Displays information on sensors that are currently offline, useful for troubleshooting and ensuring awareness of any gaps in monitoring coverage.
Sensor Table	A tabular view of sensor data, organized for easy scanning and data analysis across multiple sensor readings.
Recommendations (AI-generated)	AI-based recommendations derived from data analysis. Includes suggested actions, improvements, or insights to aid users in making informed decisions.
Insights (AI-generated)	In-depth AI-driven insights based on data patterns and trends. Highlights important findings that may not be immediately visible.

Table 2: Data Display Options - Table Settings

Setting	Description
Sum	Displays the sum of all values in each column, useful for obtaining a total measurement across sensors.
Minimum	Shows the minimum value in each column, helping to identify the lowest data points in the report.
Maximum	Displays the maximum value in each column, highlighting the highest recorded readings.
Average	Calculates the average value across all entries in each column, offering a view of central tendencies.
Total Row	Adds a summary row at the bottom of each table to show totals, averages, or other summary statistics based on selected settings.

Table 3: Dashboard Linking Options

Dashboard Option	Description
Yarra Valley Shire Council - Seville Water Play Park Monitoring	Links the report to a specific dashboard for Seville Water Play Park managed by the Yarra Valley Shire Council, enabling easy navigation between the report and real-time monitoring for comprehensive data overview.

Table 4: Guide to Using Report Settings

Step	Action	Description
Step 1	Select Components to Include	Check the boxes for each section to include in the report. For example, selecting "Summary" and "Sensor Table" will add these sections to the report.
Step 2	Customize Table Display	Use the Table Settings options to adjust data display, such as selecting "Sum" for total readings or "Average" for average data.
Step 3	Link to Dashboard	Choose the relevant dashboard from the dropdown menu to link the report directly to a monitoring platform.

Notification Settings

AlphaX "Notification Settings" let users send reports via Email, SMS, or Webhook, with customizable recipient options for each channel.

The "Notification Settings" section in AlphaX allows users to configure how reports are sent. There are three delivery options: Email, SMS, and Webhook. Users can select one, two, or all three options based on preference.

Notification Settings Overview

Send Report To Options

1. Email: When selected, the Recipients field will display any saved email addresses. Users can add or remove addresses as needed.

2. SMS: When selected, the Recipients field shows saved phone numbers. Users can also add or remove phone numbers.

3. Webhook: When selected, the Recipients field will show saved webhook URLs. Users can add new URLs or remove existing ones.

Recipients Field

The Recipients field adapts based on the selected options. Each method displays saved contacts and allows users to add or remove contacts for flexible and customized report notifications.

This setup provides users with a tailored notification system, ensuring that reports reach the right recipients through the chosen channels.

Report Scheduling

AlphaX Report Scheduling automates delivery with customizable frequency, timing, and time zone, ensuring timely reports for diverse operational needs.

AlphaX Report Scheduling feature enables users to automate report delivery with flexible frequency options Daily, Weekly, or Monthly. Users can customize the delivery time by specifying the hour, day of the week or month, and time zone. This setup ensures reports are sent at optimal times to accommodate various operational needs and time-sensitive workflows effectively.

Report Scheduling Overview

Table 1: Report Frequency Options

Frequency Option	Description
Daily	Sends the report every day at the specified hour. Useful for daily monitoring of critical metrics.
Weekly	Sends the report on a specific day each week. An additional field may appear to select the day (e.g., Monday, Wednesday). Ideal for summarizing weekly data trends or insights.
Monthly	Sends the report on a specified day each month. When selected, the "Day of Month" section activates, allowing users to choose a day (1 to 31). Suitable for monthly summaries or high-level performance reviews.

Table 2: Hour of Day Setting

Setting	Description
Hour of Day	Allows users to specify the hour (0 to 23, in 24-hour format) when the report will be sent. Provides precise timing aligned with operational workflows.
Combination with Frequency	Can be used with Daily, Weekly, or Monthly frequencies. For example, set daily reports at 4 AM, weekly on Mondays at 4 AM, or monthly on the 15th at 4 AM.

Table 3: Day of Month Setting

Setting	Description
Day of Month	Available only when Monthly frequency is selected. Allows users to choose the specific day of the month (1 to 31) for report delivery.
Handling Incomplete Months	If the selected day doesn't occur in a given month (e.g., "31" in February), AlphaX may skip or adjust the report delivery based on internal rules.
Use Case	Useful for aligning reports with monthly review cycles, such as financial or operational summaries on the first day of each month.

Table 4: Time zone Setting

Setting	Description
Time zone	A dropdown menu for selecting the time zone for report scheduling. Ensures that reports are sent at the correct local time, accommodating different time zones for global users.
Common Time zones	Includes options like Australia/Melbourne, UTC, PST, etc., to meet the needs of users across regions.
Importance	Vital for teams in multiple regions, ensuring reports are delivered consistently according to local time.

Table 5: Example Configuration Scenarios

Scenario	Frequency	Hour of Day	Day of Week/Month	Time zone	Outcome
Daily Reports for Early Morning Review	Daily	5	N/A	UTC	Report sent daily at 5:00 AM UTC, ideal for a morning review.
Weekly Report on Mondays at Noon	Weekly	12	Monday	Australia/Melbourne	Report sent every Monday at 12:00 PM Melbourne time, suitable for weekly team meetings.
Monthly Report on the 1st at Midnight	Monthly	0	1	PST	Report sent at 12:00 AM PST on the 1st of each month, ideal for monthly performance summaries.

Report History And Administration

The window displays report history with a timestamped link and administrative details, including creator, editor, creation, and last edit dates.

The Report History section in AlphaX allows users to view past reports with filtering, sorting, and export options (Copy, CSV, Excel, PDF, Print). Users can arrange reports by timestamp and access direct links.

The Administration section provides metadata on report creation and edits, including "Created By," "Last Edited By," dates, and calendar-based editing options.

Report History Overview

Report History

The Report History section in AlphaX provides users with a log of past reports and tools to manage, filter, and export report data. Below is an explanation of each feature in this section.

Feature	Description
Filter Button	Located in the top left corner, this button allows users to filter report history based on specific criteria, such as date or keywords, for easy access to relevant reports.
Export Button	In the top right corner, this button allows users to export the report history in various formats. There are five export options: Copy, CSV, Excel, PDF, and Print.
Table Columns	The table contains two columns, Timestamp and Report Link, with sorting options for each. Users can arrange data in ascending or descending order by clicking the header of each column.
Timestamp	Shows the exact date and time when each report was generated, providing a chronological log.
Report Link	Provides a direct link to each report, allowing users to view or download past reports.
Pagination	Located below the table, the pagination controls allow users to navigate between pages of report history. Users can click Previous, Next, or select a page number for quick access to specific pages.

Export Options

Option	Description
Copy	Copies the selected report data to the clipboard for easy pasting into other applications.
CSV	Exports report data in CSV format, suitable for data analysis or spreadsheet applications.
Excel	Exports data as an Excel file, ideal for in-depth analysis and report customization.
PDF	Generates a PDF document of the report history, useful for sharing or archiving in a fixed format.
Print	Opens the print dialog, allowing users to print a physical copy of the report history directly.

Administration Section

The Administration section provides metadata related to report creation and edits, offering insight into who created or last edited the report, along with associated timestamps. This information is useful for tracking changes and maintaining report version control.

Field	Description
Last Edited By	Displays the name of the user who last edited the report.
Edit Date	Shows the date and time of the last edit, allowing tracking of the most recent updates. Users can use the calendar icon to adjust the date and time if needed.
Created By	Shows the name of the user who originally created the report.
Created Date	Displays the date and time when the report