This video guides administrators through using the Equipment/Search reports in the Alarms Module. Learn how to launch the Alarms Manager, configure alarm test reports, and set up email distributions with customized report settings. Watch Now!
Welcome to another Tip Tuesday! I'm Levi, a customer support technician here at IndySoft. Today, I'm going to be going over using the equipment search reports in your alarms module. I've already got the alarms module pulled up, but you can launch that from the nine dots in the upper right-hand corner, or if you're in the older versions, it’ll be embedded in your layout.
So, we've got the alarms manager open here. I've created this test alarm for us, and what we're going to be going over today is using an equipment search report. I've built this alarm test report for us to work with. If we use this eyeglass icon, we can launch the report for us to edit. This is my filter. I've only got seven gauges in my system, so that's the easiest way for me to return data, but you'll probably use a more robust filter to return your data here.
A lot of the options in the alarm will come from how this report is configured. Over here, we've got the output options, and depending on what we select here, it will change what we see in the alarm. Right now, I've got it set to Excel email. If we save and close, we can see that it's set up for email distribution.
If I wanted to save an Excel file instead of sending an email, I would save here, and when I reopen the alarm, you'll see different options. Right now, it's saying that we set the file location for this alarm in the report settings. We're just going to go over a couple of those settings here. Any changes we make will be reflected when we reopen the alarm.
I'm going to be talking about email because that's probably what we want to do in an alarm anyway, but you can use any of these options, and you'll have different options in the alarm. Down here, we have this settings icon which will bring up the alarm or report options. Since I want to be using email, I'll go to the email options here.
We've got the email text here. This could be anything from "please return these gauges" to "this report was generated on [date]." Another option we have is to embed grid data in the alarm so you don't have to open the attachment; it’ll be included in the email. But I want to keep it simple and just send this simple text, and they'll have the attachment. We could call this "recall report," and that will be the subject for the email we send.
In the output options, we can set it to only be an email by turning off all other settings, leaving only the email option. We can also set the Excel format. Now, you see my only option is Excel email. I can save and close this.
In step three, I now have these email options because I saved my report as the output for email. This will be our standard email selection. I could use the email recipient builder or groups if I had those set up. I can also type in a specific email address. Since I put in myself twice, I'll come back here.
I'll finish and, just as a test, I'll push this alarm. Here’s what we built. It has the date and time, the recall report we set as the subject, and here's our Excel grid.