Report Builder (PDF Reports)
The PDF Report Builder allows you to create customized reports containing device data, KPIs, charts, and tables. Reports can be generated automatically according to a schedule and delivered to selected recipients by email.
TL;DR
If you don't have the time to read through this documentation, we have prepared a short intro video for you:
Opening the Report Builder
To open the Report Builder:
Open the relevant workspace.
Select Reports from the workspace navigation.
Open the Report Builder tab.
The Reports section contains the following tabs:
Report Builder – Creates configurable PDF and web-based reports.
Simple CSV – Displays reports created using the previous CSV reporting feature. This tab only appears if the workspace already has legacy CSV reports.
Energy Reports – Creates reports intended specifically for energy-monitoring applications.
Configurations and generated reports
The Report Builder contains two tabs:
Configurations
The Configurations tab contains the report configurations created for the workspace. From here, you can create, open, and manage your scheduled reports.
Generated Reports
The Generated Reports tab contains the individual reports that have already been generated.
For every generated report, you can see information including:
Generation status
Report name
Available artefacts
Creation date
Expiration date
Click an artefact to open or download it. You can also search the list using the report name or report ID.
Creating a PDF report
To create a report:
Open Reports.
Select Report Builder.
Open the Configurations tab.
Click Add Report.
Select PDF Report.
Enter a name for the report (This step is required).
Optionally, select an existing template.
Configure which devices should be included.
Devices can be selected directly or filtered using device names and tags. Using tags is especially helpful when the report should automatically cover a particular group of devices.
After creating the configuration, the Report Editor opens.
Device Group Hierarchies
Device hierarchies allow you to organize devices within a PDF report into logical groups and levels, rather than displaying every device in a single flat list. This is useful for larger installations where devices are already organized using tags, for example by Building → Floor → Room.
To configure a hierarchy, open the report Settings, navigate to Data Source, and select Add Device Hierarchy.
Each hierarchy level is defined using device tags. Give the level a descriptive name, such as Building, Floor, or Room, and select the tag or tags that identify devices belonging to that level. You can add multiple levels and reorder them to define how devices should be grouped.
How hierarchy matching works
The hierarchy becomes more specific with each level. A device must carry the relevant tag for its level as well as the tags associated with the levels above it. For example:
Building A → Floor 1 → Room 101
A device grouped under Room 101 would need the tags identifying Building A, Floor 1, and Room 101.
The Hierarchy Preview shows how many devices match your configuration and how they will be grouped before you apply the changes.
You can also mark a level as Optional. This allows devices that do not have a matching tag for that particular level to remain within the hierarchy rather than being excluded.
Once configured, supported report widgets can use this hierarchy to group and roll up their values by level, making reports easier to navigate and summarize across larger device deployments.
Working with the Report Editor
The Report Editor allows you to configure the report and build its contents. The editor includes a report preview so that you can review the structure while working on it.
The report Settings determines:
When the report is generated
Which period of data is included
How the data is aggregated
Which devices and fields are used
Which content appears in the report
How the finished report is delivered
Configuring the schedule
Reports can be generated automatically according to a recurring schedule.
Depending on the selected frequency, configure the relevant scheduling settings, such as:
Frequency, for example weekly
Day of generation
Time of generation
Time zone
The selected time zone determines when the scheduled report is generated and how dates and times are represented.
Configuring the report period
Select the period of data that each report should cover. For example, a weekly report can be configured to include the data collected during the previous week.
You can also select a resolution for the report data. Available resolutions include intervals such as:
15 minutes
30 minutes
One hour
One day
The resolution determines how the source data is grouped. It can also affect the size of tables and the level of detail shown in charts.
A smaller interval produces more data points and longer tables. A larger interval produces a more condensed overview.
Choosing the output format
The report can be made available in the following formats:
PDF document – Generates a downloadable PDF file.
Interactive web view – Generates a browser-based version of the report.
PDF and web view – Generates both formats.
Language and regional formatting
Use the locale setting to select the language and regional formatting used in the report.
The selected locale can affect elements such as:
Dates
Times
Numbers
Automatically generated labels
Configuring email delivery
Generated reports can be delivered automatically by email.
Add the email addresses that should receive a notification when the report is ready. The email contains a link through which the recipient can access the generated report.
When sharing reports externally, confirm that the selected devices and report contents are appropriate for every recipient.
Password protection
Reports can optionally be protected with a password. This provides additional protection when reports contain sensitive information or are distributed outside your organization.
Recipients must know the configured password to access a protected report.
Handling gaps in the data
The Report Builder includes settings for handling periods in which no data is available.
Choose the appropriate behavior based on the report’s purpose and the expected reporting frequency of your devices. Be particularly careful when filling data gaps in reports used for compliance or operational decision-making, as generated values may not represent actual measurements.
Adding content to the report
Reports are built by adding widgets to the report layout.
KPI widget
The KPI widget displays a summarized value for a selected field.
Use KPI widgets to highlight important measurements such as:
Average temperature
Minimum or maximum values
Energy consumption
Average humidity
Device performance indicators
Configure the device, field, and aggregation that should be used for the calculation.
Time Series Chart
The Time Series Chart visualizes how one or more measurements changed during the report period.
Use it to show:
Environmental trends
Temperature changes
Energy consumption over time
Comparisons between devices or fields
Unusual peaks or drops
Time Series Table
The Time Series Table displays historical measurements in a table.
The number of rows depends on the report period and selected data resolution. For example, a report using a 30-minute resolution contains more rows than the same report using a daily resolution.
Consider using a larger resolution if the table becomes too long for the report.
Creating sections for each device
Use a Device Loop when the same report structure should be repeated for multiple devices.
Widgets placed inside the Device Loop are generated once for every selected device. For example, a loop can contain:
A device heading
A KPI summary
A Time Series Chart
A detailed data table
This is particularly useful when reporting on multiple rooms, locations, sensors, or assets using a consistent layout.
The devices included in the loop are determined by the report’s device selection or filters. When device tags are used, newly added devices with matching tags can be included without rebuilding the complete report structure.
Saving and activating the report
Once the report has been configured:
Review the report settings and preview.
Save the report configuration.
Confirm that the schedule is enabled.
Return to the Configurations tab to verify that the report appears in the list.
The report will then run automatically according to its configured schedule.
When generation is complete:
The result appears under Generated Reports.
Configured recipients receive an email notification.
The available PDF or web artifact can be opened from the report list.
Beta limitations
The Report Builder is currently in beta. Keep the following points in mind:
The interface and available widgets may change.
Generated reports have an expiration date.
Report length depends on the number of devices, widgets, selected period, and data resolution.
Large tables or Device Loops containing many devices can produce long reports.
Data can only be displayed when measurements are available for the selected fields and period.
The initial version focuses on configurable data presentation and does not automatically provide compliance assessments or alert summaries.
This draft still needs the exact names of the data-gap options, supported locales, and availability by plan. I would also add screenshots for the Reports overview, schedule settings, editor, widget menu, Device Loop, and Generated Reports page.
Last updated
Was this helpful?