Rockwell Automation FactoryTalk Report Expert User Manual

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Rockwell Automation FactoryTalk Report Expert User Manual

USER GUIDE

Rockwell Automation Publication RPTEXP-UM001H-EN-P-June 2014

Supersedes Publication RPTEXP-UM001G-EN-P-June 2013

Contacting Rockwell

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Online Support — http://www.rockwellautomation.com/support/overview.page

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© 2014 Rockwell Automation Technologies, Inc. All Rights Reserved.

 

This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation,

 

Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation, Inc. is

 

strictly prohibited. Please refer to the license agreement for details.

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Software, and RSBizWare are trademarks of Rockwell Automation, Inc.

 

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otherwise, of Rockwell Automation, Inc.

 

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Warranty

This product is warranted in accordance with the product license. The product’s performance may be affected

 

by system configuration, the application being performed, operator control, maintenance, and other related

 

factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this

 

document do not cover all the details or variations in the equipment, procedure, or process described, nor do

 

they provide directions for meeting every possible contingency during installation, operation, or

 

maintenance. This product’s implementation may vary among users.

 

This document is current as of the time of release of the product; however, the accompanying software may

 

have changed since the release. Rockwell Automation, Inc. reserves the right to change any information

 

contained in this document or the software at any time without prior notice. It is your responsibility to obtain

 

the most current information available from Rockwell when installing or using this product.

Table of Contents

Welcome to Report Expert

Report Expert Prerequisites

Installing Report Expert

Getting Started

Understanding Report

Templates

Chapter 1

 

Features of Report Expert..........................................................................

12

Benefits of Report Expert..........................................................................

13

Intended Audience......................................................................................

13

Report Expert Establishers...................................................................

13

Report Expert Administrators ............................................................

14

Report Expert Users ..............................................................................

14

Where Can I Go for Help? .......................................................................

14

Chapter 2

 

Hardware and Software Requirements ..................................................

18

Chapter 3

 

Installing or Upgrading Report Expert ..................................................

19

Removing Report Expert...........................................................................

22

Chapter 4

 

Understanding the Report Expert Architecture..................................

25

Connecting to Report Expert...................................................................

27

Settings Specific to Internet Explorer 10..........................................

28

Add the Report Expert Site to the Trusted Sites Zone............

28

Open the Report Expert Site in Compatibility View ..............

29

Navigating Report Expert..........................................................................

29

Administration Page .............................................................................

30

Manual Data Editor ..............................................................................

31

Parameters Page for the Editor......................................................

32

Editor Page .........................................................................................

32

Report Viewer.........................................................................................

33

Parameters Page for the Viewer.....................................................

33

Explorer Page .....................................................................................

34

Troubleshooting ..........................................................................................

34

Chapter 5

 

Drillthrough .................................................................................................

37

Report Templates........................................................................................

38

Dashboard................................................................................................

39

OEE % Widget..................................................................................

40

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3 OEE Components Widget .........................................................

40

 

Last State Widget..............................................................................

40

 

Production Summary Widget .......................................................

41

 

Uptime Summary Widget ..............................................................

41

 

Fault Summary Widget ...................................................................

42

 

Good Parts vs. Scrap Parts Widget ...............................................

42

 

Uptime vs. Downtime Widget ......................................................

43

 

Machine States Widget ...................................................................

43

 

Event Count and Duration Widget.............................................

43

 

Parameter Settings and Widgets.........................................................

44

 

Event All Detail......................................................................................

44

 

Event Chart .............................................................................................

46

 

Event Configuration .............................................................................

48

 

Event Detail.............................................................................................

49

 

Event Detail Paged.................................................................................

50

 

Event History String/Value.................................................................

51

 

Event Overview ......................................................................................

52

 

Event Summary ......................................................................................

53

 

Fault 54

 

 

Performance ............................................................................................

56

 

Production...............................................................................................

59

 

Production Overview............................................................................

60

 

Quality......................................................................................................

63

 

Root Cause Analysis..............................................................................

64

 

State Detail ..............................................................................................

65

 

State Summary........................................................................................

67

 

Throughput.............................................................................................

68

 

Uptime......................................................................................................

70

 

Query Fields..................................................................................................

72

 

Raw Data .......................................................................................................

76

 

Chapter 6

 

Understanding Parameter Sets

Using the Date / Time / Shift Parameter..............................................

77

 

Start and End Times..............................................................................

78

 

Selecting Date/Time .............................................................................

79

 

Selecting Shift .........................................................................................

82

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Table of Contents

Viewing and Generating

Reports

Editing Event and Production

Data

Using the Grouping Parameter................................................................

83

Selecting the Grouping Field...............................................................

85

Selecting the Grouping Type ..............................................................

85

Selecting the Grouping Expansion Type..........................................

87

Deleting a Grouping..............................................................................

88

Using the Sorting Parameter ....................................................................

88

Selecting the Sorting Field ...................................................................

89

Selecting the Sorting Method .............................................................

90

Deleting a Sorting ..................................................................................

90

Using the Plant Model Parameter...........................................................

90

Using the Filtering Parameter ..................................................................

91

Selecting the Filtering Field and Value .............................................

92

Deleting a Filter......................................................................................

93

Using the TOP N Parameter....................................................................

93

Using the Terminology Parameter..........................................................

94

Chapter 7

 

Viewing Saved Reports on the Explorer Page.......................................

97

Generating Reports Using the Parameters Page ..................................

97

Generating Reports with Existing Parameter Sets .........................

98

Generating Reports with Temporarily Customized Parameter

Sets 98

 

Creating New Parameter Sets for Reports .......................................

99

Viewing and Using Reports ......................................................................

99

Navigating Reports .............................................................................

100

Exporting Reports...............................................................................

100

Printing Reports..................................................................................

101

Chapter 8

 

Displaying Data ........................................................................................

103

Edit Events............................................................................................

104

Parameter Set Information Panel ..............................................

104

Event Details Panel .......................................................................

104

Event List Panel .............................................................................

105

Edit Production Data.........................................................................

107

Parameter Set Information Panel ..............................................

107

Activity Area Details Panel .........................................................

108

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Production Data List Panel.........................................................

109

 

Edit Shift Information.......................................................................

111

 

Parameter Set Information Panel ..............................................

111

 

Shift Information List Panel .......................................................

111

 

Enter Data Manually..........................................................................

112

 

Parameter Set Information Panel ..............................................

113

 

Select Area and Shift Details Panel............................................

113

 

Shift Summary Panel.....................................................................

114

 

Creating Events.........................................................................................

115

 

Creating Events From Scratch.........................................................

115

 

Creating Events From Existing Events ..........................................

116

 

Editing Events ...........................................................................................

117

 

Editing the Category - Name ...........................................................

118

 

Editing the Start/End Time .............................................................

119

 

Editing the Start/End Value.............................................................

121

 

Editing the Start/End Value of Events With a Value Lookup

 

List

122

 

 

Editing the Start/End Value of Events without a Value

 

 

Lookup List.....................................................................................

122

 

Splitting Events.........................................................................................

123

 

Deleting Events.........................................................................................

124

 

Editing Production Data ........................................................................

125

 

Editing the Number of Good and Scrap Parts .............................

125

 

Editing the Part Id ..............................................................................

126

 

Editing the Ideal Cycle Time ...........................................................

127

 

Editing the Values of the User-Defined Summarization Fields127

 

Splitting Production Data......................................................................

129

 

Editing Shift Instances ............................................................................

130

 

Splitting Shift Instances..........................................................................

131

 

Chapter 9

 

 

Administering Report Expert

Configuring Security for Report Expert .............................................

134

 

Setting up Security for Report Expert Editors .............................

134

 

Setting up Security for Report Expert Administrators ..............

136

 

Disabling Security ...............................................................................

137

 

Configuring Report Expert Settings....................................................

138

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Modifying the RptSetting Table .....................................................

143

 

Communicating With SQL Server Reporting Services (SSRS)144

 

Configuring the Report Tree of the Explorer Page..........................

146

 

Adding Tree Items..............................................................................

146

 

Copying Tree Items............................................................................

148

 

Editing Tree Items ..............................................................................

148

 

Organizing Tree Items.......................................................................

149

 

Deleting Tree Items............................................................................

149

 

Configuring the Quick Web .................................................................

149

 

Configuring Report Subscriptions.......................................................

150

 

Creating Shared Schedules in SQL Server Reporting Services

 

 

(SSRS)....................................................................................................

151

 

Adding Report Subscriptions...........................................................

151

 

Modifying Report Subscriptions.....................................................

152

 

Deleting Report Subscriptions.........................................................

154

 

Configuring Parameter Sets...................................................................

154

 

Adding Parameter Sets.......................................................................

154

 

Copying Parameter Sets ....................................................................

155

 

Modifying Parameter Sets.................................................................

156

 

Deleting Parameter Sets ....................................................................

157

 

Configuring Terminologies ...................................................................

157

 

Domain Terminology ........................................................................

157

 

Creating Domain Terminologies....................................................

158

 

Adding Terms Terminologies..........................................................

159

 

Editing Terms ......................................................................................

160

 

Deleting Terms....................................................................................

161

 

Copying Terminologies to Other Cultures..................................

161

 

Deleting Terminologies.....................................................................

162

 

Deleting Cultures from Domain Terminologies.........................

163

 

Synchronizing Terminology Changes with Report Server .......

163

 

Configuring the Line Order ..................................................................

164

 

Chapter 10

 

Glossary of Fields

Area 165

 

 

Availability .................................................................................................

165

 

Available Time ..........................................................................................

165

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Average Duration .....................................................................................

165

Avg. Duration/Event End Num...........................................................

165

Cycle Time Diff........................................................................................

166

Cycle Time Diff. % ..................................................................................

166

Downtime ..................................................................................................

166

Duration.....................................................................................................

166

End Time....................................................................................................

166

End Value ...................................................................................................

167

Enterprise ...................................................................................................

167

Event Category..........................................................................................

167

Event Comment .......................................................................................

167

Event Count ..............................................................................................

167

Event During Num..................................................................................

167

Event During Scheduled Time..............................................................

167

Event End Num........................................................................................

168

Event Is Fault.............................................................................................

168

Event Name ...............................................................................................

168

Event Occurrence.....................................................................................

168

Event Occurrence Count/Id .................................................................

168

Event Reason .............................................................................................

168

Event Reason Code..................................................................................

168

Event Severity............................................................................................

168

Event Start Num.......................................................................................

169

Event Trigger.............................................................................................

169

Event Trigger Expression........................................................................

169

Event Value................................................................................................

169

Event Value Expression...........................................................................

169

Event Value Lookup List Name............................................................

169

Fault % ........................................................................................................

169

Fault Count ...............................................................................................

170

Fault Metric Use.......................................................................................

170

Fault Time..................................................................................................

170

Faults ...........................................................................................................

170

Faults per Hour.........................................................................................

170

Good Parts .................................................................................................

170

Ideal Cycle Time.......................................................................................

170

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Ideal %.........................................................................................................

171

Ideal Parts...................................................................................................

171

Line 171

 

Machine State Name ...............................................................................

171

Max Duration............................................................................................

171

Max. Duration/Event Start Num.........................................................

171

Min Duration............................................................................................

171

Min. Duration/Event Severity ..............................................................

172

MTBF .........................................................................................................

172

MTTR.........................................................................................................

172

OEE %.........................................................................................................

172

Part Description .......................................................................................

173

PartId...........................................................................................................

173

Quality %....................................................................................................

173

Realized Cycle Time ................................................................................

173

Record State...............................................................................................

173

Reporting Value........................................................................................

173

Running Time...........................................................................................

173

Scheduled Unavailable Time.................................................................

174

Scrap %........................................................................................................

174

Scrap Parts..................................................................................................

174

Shift 174

 

Shift Name .................................................................................................

174

Shift Number ............................................................................................

174

Shift Start ...................................................................................................

174

Site 175

 

Start Time ..................................................................................................

175

Start Value..................................................................................................

175

State Count................................................................................................

175

State Name.................................................................................................

175

TEEP ...........................................................................................................

175

Throughput %...........................................................................................

175

Time in Event............................................................................................

176

Total Duration..........................................................................................

176

Total Parts..................................................................................................

176

Uptime........................................................................................................

176

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Uptime % ...................................................................................................

176

Work Cell...................................................................................................

176

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Chapter 1

Welcome to Report Expert

Report Expert is a new reporting environment based on SQL Server Reporting Services (SSRS) for Microsoft SQL Server that allows you to report on data generated by FactoryTalk Metrics.

Report Expert is an optional component that is installed separately from RSBizWare and the FactoryTalk Metrics software. To use Report Expert, you must install one of the supported versions of Microsoft SQL Server (see "Report Expert Prerequisites (page 17)"). Read the release notes (located on your Report Expert CD) to learn about software/hardware requirements.

Report Expert provides a web interface to view and interact with three types of reports that display FactoryTalk Metrics data:

Quick Web reports, which are created with the RSBizWare and FactoryTalk Metrics report authoring tools.

SQL Server Reporting Services reports, which are created using the SSRS report designer tools.

Report Expert report templates (page 38), which are specially modified SSRS reports.

A fixed number of Report Expert report templates are installed automatically with Report Expert. These report templates, when combined with parameter sets you can create, will satisfy a wide range of reporting requirements. You can also create new Report Expert report templates using SSRS. Creating new reports is an advanced topic that is not covered in this user guide.

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Chapter 1 Welcome to Report Expert

Features of Report Expert

Report Expert provides the following features:

Uses standard SQL Server Reporting Services (SSRS) for Microsoft SQL Server.

Includes SSRS for Microsoft SQL Server, and appropriate client licenses.

Includes value-added content not available in SSRS, such as:

Interactive filtering using the plant model and other FactoryTalk Metrics key fields (for example, any of the five flex fields).

Dynamic grouping and sorting.

Expanded date and time filtering, including shift filtering.

Pre-defined named filters such as Today, Yesterday, and This Week.

Drilldown and drillthrough.

Allows you to:

View Report Expert report templates, standard SSRS reports, and Quick Web reports through a single web interface.

Create a custom reporting tree.

Create parameter sets that define filtering, grouping, and sorting behaviors and apply these to report templates to create custom reports.

Create and modify your own report parameter sets, as well as save parameter sets with report templates to create custom reports.

Use the parameter settings interactively to perform ad-hoc reporting.

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Benefits of Report Expert

Intended Audience

Report Expert Establishers

Modify standard SSRS RDL reports to take advantage of Report Expert parameter passing (passing values from the Report Expert parameter set into the report).

Enter event and production data manually.

View and modify event and production data.

View and modify shift information.

Report Expert uses an industry-standard reporting package from Microsoft, not a proprietary reporting package from Rockwell Automation. This means it can be much easier and more cost-effective for you to create and maintain a reporting system.

Expertise on SSRS can be obtained from Microsoft training classes, publications, and contractors. SSRS could be the reporting standard for other applications in your company, allowing for easier integration of FactoryTalk Metrics data with other data and applications.

The user guide is designed to help you understand how to install, configure, access, use, and maintain your Report Expert software. The document is intended for the following three types of users:

Report Expert Establisher (page 13)

Report Expert Administrator (page 14)

Report Expert User (page 14)

Report Expert establishers install Report Expert and set it up for use by the administrator and other users.

They should be familiar with:

Microsoft Windows operating systems.

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Chapter 1 Welcome to Report Expert

Microsoft SQL Server (including SQL Server Reporting Services (SSRS)).

Microsoft Internet Information Services (IIS).

Report Expert Administrators Report Expert administrators define the parameter sets and reports accessible to Report Expert users.

They should be familiar with:

The layout and content of the lines and plant for which the reports will provide information.

Report Expert Users

Where Can I Go for Help?

Microsoft Windows operating systems.

Microsoft Internet Explorer.

Microsoft SQL Server (including SQL Server Reporting Services (SSRS)).

Report Expert users use the reports created by the administrator in order to perform their job.

They should be familiar with:

Microsoft Windows operating systems.

Microsoft Internet Explorer.

Consult the following resources for additional information about the product:

Release Notes

The release notes contain current information about the product, including hardware and software requirements, new features, known and fixed anomalies.

RSBizWare Administration Guide

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Welcome to Report Expert Chapter 1

The administration guide helps the RSBizWare administrator install and configure the software as well as understand the architecture of the RSBizWare suite and its components.

Online help

The online help provides general information and step-by-step procedures for working with the product.

Rockwell Automation Support Center

The support center provides a variety of services, such as trainings, webinars, and online support that will improve your experience using the RSBizWare suite.

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Chapter 1 Welcome to Report Expert

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Chapter 2

Report Expert Prerequisites

Before you install Report Expert, keep the following in mind:

Report Expert must be installed on the same computer as SQL Server Reporting Services (SSRS).

Make sure you have configured your System DSN (Data Source Name) in your ODBC Data Source Administrator.

If you have RSBizWare installed, you may already have System DSN configured.

To verify the System DSN configuration on Microsoft Windows Server:

1.In the file explorer, go to the following directory:

%windir%\SysWOW64\

2.Double-click odbcad32.exe.

The ODBC Data Source Administrators (32-bit) dialog box appears.

3.Click the System DSN tab.

If the system DSN is configured, your RSBizWare database is listed under System Data Sources.

If the System DSN is not configured, create a DSN for the RSBizWare database on the server containing the Report Expert web site. For more information on creating a DSN, see the Report Expert Release Notes, section "Prerequisites for Windows Server 2012 for FactoryTalk Metrics and Report Expert".

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Chapter 2 Report Expert Prerequisites

Hardware and Software

Requirements

For up-to-date information on hardware and software requirements of Report Expert, refer to the Report Expert Release Notes, available on the RSBizWare installation DVD.

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Chapter 3

Installing or Upgrading Report Expert

Installing Report Expert

This chapter describes how to install the Report Expert software.

If you are installing Report Expert, you must have the Windows System Administrator privileges, and your user account must be a member of the local administrator user group.

 

 

If you encounter problems during the Report Expert installation and

 

IMPORTANT

 

need to call support, make sure that you have access to the log files

 

 

 

 

 

 

created during installation. These files are named Rockwell - Report

 

 

Expert 3.20 Install.log and Rockwell - Report Expert Deployment 3.0.log.

 

 

Depending on your installation options, only one of these files may

 

 

appear.

 

 

The log files are usually located in the \Documents and

 

 

Settings\username\Local Settings\Temp folder, where username is

 

 

the name of the installing user. However, this location can vary

 

 

depending on the value of the %TEMP% environment variable. This file

 

 

contains information that can help identify the cause of your installation

 

 

problem.

You must have the administrator privileges to perform any of the following actions.

 

If you are going to perform an upgrade to Report Expert 3.20, you may

NOTE

want to first rename standard reports if you changed any of the reports

 

 

 

to meet your specific needs. If you do not rename the standard Report

 

Expert report templates, those reports in your currently installed version

 

of Report Expert will be removed and replaced by new versions of the

 

Report Expert report templates.

To install or upgrade Report Expert on the server:

1. Close the SSRS web site, if it is open.

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Chapter 3 Installing Report Expert

2.Run the RSBizWare installation DVD. The RSBizWare installation wizard appears.

3.On the Welcome page, click FactoryTalk Metrics > Installation > Install Report Expert.

The installation program checks for installed applications.

4.On the Welcome page, click Next.

5.On the License Agreement page, click:

6.Click Next.

7.On the Customer Information page, type the following:

8.Click Next.

9.On the Setup Type wizard page, select:

Complete, if you want to install all the features.

Custom, if you want to install specific components.

If you choose this option, the Custom Setup page appears. Select the components that you want to install and their locations on the computer.

10.Click Next.

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Installing Report Expert Chapter 3

The Virtual directory information page appears. It displays the default virtual directory of the Report Expert web site:

http://localhost/RockwellSoftware/ReportExpert

11.Click Next.

12.On the Database connection information page, provide the following information:

Item

Description

 

 

System DSN Name

Select the name of the ODBC data source that you have

 

configured for your RSBizWare SQL Server database.

Username

Type the user name of your RSBizWare database.

Password

Type the password for the RSBizWare database user.

13.Click Next.

14.On the Ready to Install the Program page, click Install.

The Installing... page presenting the installation status appears.

15.On the InstallShield Wizard Completed page, click Finish. The Database Load and Update wizard appears.

16.On the Welcome page, click Next.

17.On the Product and Database Connection page, provide the following information:

Item

Description

 

 

ODBC DSN

Select the name of the ODBC data source that you have

 

configured for your RSBizWare SQL Server database.

User

Type the user name of your RSBizWare database.

Password

Type the password for the RSBizWare database user.

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Chapter 3 Installing Report Expert

18.Click Connect. The Available Product Modules list is populated with FactoryTalk components.

19.Under Available Product Modules, select these options:

Removing Report Expert

 

Select both options so that you have access to FactoryTalk

TIP

Metrics and Report Expert sample data.

 

 

20.Click Finish to load data.

21.Click Close to exit the wizard.

Before removing Report Expert, you must delete all of the scheduled reports you created while using Report Expert. You can delete the reports from the Subscriptions tab (see "Deleting Report Subscriptions (page 154)") or you can stop the Microsoft SQL Server Agent (MSSQLSERVER) service (note that MSSQLSERVER is the default Microsoft SQL Server instance name that needs to be replaced with an appropriate one).

To stop the SQL Server agent service:

1.Go to Start > Administrative tools > Services. The Services dialog box appears.

2.Right-click the SQL Server Agent service, and click Stop.

To remove Report Expert from the computer:

Run the Report Expert installation again, click Next, and then select Remove.

Select Start > Settings > Control Panel > Add/Remove Programs. The Windows Add/Remove Programs utility

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Installing Report Expert Chapter 3

appears. To remove Report Expert, select Report Expert and click Remove.

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Chapter 3 Installing Report Expert

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Chapter 4

Getting Started

Understanding the Report

Expert Architecture

In this chapter you will learn the following:

What are the components of the Report Expert architecture (page 25).

How to connect to Report Expert (page 27).

What are the components of the Report Expert web page (page 29).

Where Report Expert-related errors are logged (page 34).

The following diagram provides a high-level architecture of Report Expert.

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Chapter 4 Getting Started

The Report Expert architecture is a scalable, multi-tiered, distributed architecture consisting of the following main components:

Item

Description

 

 

Report Expert client

(One or more.) A laptop or workstation running Internet Explorer.

Report Expert web

A server computer running Microsoft SQL Server with SQL Server

site

Reporting Services (SSRS) and Internet Information Server (IIS).

Database server

A server computer running Microsoft SQL Server. This computer

 

contains the RSBizWare database with the FactoryTalk Metrics data

 

from which the content of Report Expert report templates are

 

derived.

The Report Expert components can be configured to run on a single computer, or it can be distributed across multiple computers. In the simplest case, the Report Expert web site can be installed on the same machine as the database server and a user can access the Report Expert client on the same server computer. In a distributed setting, these components may reside on separate computers.

The Report Expert client connects to the Report Expert service to view an HTML report, while it connects directly to the SQL Server Reporting Services (SSRS) to generate a PDF or an Excel version of a report or to print a report. The scalability of the Report Expert architecture allows many clients to connect to a single Report Expert web site.

The Report Expert web application interacts with the SSRS web application. The SSRS web application uses the FactoryTalk Metrics Data Provider (a SSRS Data Processing Extension) to retrieve FactoryTalk Metrics data.

To generate FactoryTalk Metrics-related Report Expert report templates, the Report Expert Service must have a connection to the RSBizWare database containing the FactoryTalk Metrics tables and views. In addition, SSRS need access to its own separate database at run time.

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The same instance of Microsoft SQL Server can host both the SSRS

NOTE

database and the RSBizWare database. However, only one instance of

 

 

 

Microsoft SQL Server is licensed with a FactoryTalk Metrics server.

 

Therefore, if you want to distribute the two databases across two

 

different computers, you must acquire an additional Microsoft SQL

 

Server license.

Connecting to Report Expert Use Microsoft Internet Explorer to connect to Report Expert.

To start Report Expert do either of the following:

Go to Start > All Programs > Rockwell Software > Report Expert > Report Expert.

Open Internet Explorer.

Go to: http://hostcomputer:8001/rockwellsoftware/reportexpert

where hostcomputer is the name of the computer on which Report Expert is installed.

 

In order to display drill-down report data correctly, make

NOTES

sure your Internet Explorer setting for refreshing pages is

 

 

 

set up correctly.

 

• In Internet Explorer 7.0, select Tools > Options.

 

Under Temporary Internet Files, click Settings

 

and select Every time I visit the webpage.

 

• In Internet Explorer 8.0 or 9.0, select Tools >

 

Internet Options. Under Browsing history, click

 

Settings and select Every time I visit the

 

webpage.

Report Expert administrators should open Report Expert in

Internet Explorer using the Run as administrator option so that the

Administration page is visible. For more details, see "Administering

Report Expert (page 133)".

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Chapter 4 Getting Started

 

If you use Internet Explorer 10, see "Settings Specific to Internet Explorer

TIP

10 (page 28)" to learn how to configure your browser to work with

 

 

 

Report Expert.

Settings Specific to Internet Explorer 10

Add the Report Expert Site to the Trusted Sites Zone

To make sure that Report Expert is displayed correctly in Internet Explorer 10, configure the following:

Add the Report Expert site to the Trusted sites zone. (page 28)

Set Internet Explorer 10 to open the Report Expert site in Compatibility View. (page 29)

When you open the Report Expert site in Internet Explorer 10 for the first time, the following message is displayed:

To prevent Internet Explorer 10 from blocking Report Expert, add the Report Expert site to the Trusted sites zone.

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Open the Report Expert Site

in Compatibility View

Navigating Report Expert

To add the Report Expert to the Trusted sites zone:

1.In the dialog box displayed above, click Add. The Trusted sites dialog box appears.

The address of the Report Expert site appears under Add this website to the zone.

2.Click Add.

The site is added to the Websites list.

3.Click Close.

The Report Expert site is reloaded and is displayed in the browser with its content.

To open the Report Expert site in Compatibility View:

1.Open Report Expert in Internet Explorer 10.

2.Right-click the window bar of Internet Explorer, and click

Menu bar.

The menu bar appears.

3.On the Tools menu, click Compatibility View settings. The Compatibility View Settings dialog box appears.

The address of the Report Expert site appears under Add this website.

4.Click Add.

The site is added to the Websites you've added to Compatibility View list.

5.Click Close.

Report Expert consists of the following modules and pages:

This module:

Contains these pages:

 

 

Administration

Administration

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Chapter 4 Getting Started

This module:

Contains these pages:

 

 

 

Manual Data Editor

• Parameters

 

• Editor

 

 

Report Viewer

• Parameters

 

 

• Explorer

 

 

 

Use the toolbar at the top of the Report Expert page to navigate to different areas of the product, and to control which components are displayed.

The toolbar contains the following icons:

Click this button To:

Open the Report Expert home page. By default, it is the Report

Viewer's Parameters page.

Open the Administration (page 30) page.

Open the Editor (page 32) page.

Open the Explorer (page 34) page.

Display or hide the Parameters page for either the Manual Data

Editor (page 32) or the Report Viewer (page 33).

Display or hide the red heading bar at the top of the Report Expert web page. The heading bar indicates your current location within the Report Expert.

Display or hide the red status bar at the bottom of the Report Expert web page. The status bar shows tool tips and messages as you work within Report Expert.

Display a new browser window containing a list of the various components (and their version numbers) being used by Report Expert, and the version number of Report Expert.

Display the help for Report Expert.

Administration Page

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