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Export Data

HART report data may be exported to other popular applications such as Excel and Adobe Acrobat.
You may export one or multiple report views. This is dependent upon the number of snapshots you have taken at the time you export.

Export to Excel

To export to Excel:

  1. Run a report.
  2. Click on Document, select Save to my computer as, and select Excel. See figure 21 below.

    Figure 21: Mapping for "How to Save." Click image to enlarge.

  3. A File Download dialog box will display. You may either Open or Save the Excel file. See figure 22 below.
If you choose Open, Excel will launch and the report data will be displayed with Snapshots appearing as different worksheets within Excel.
If you choose Save, you will be prompted to name and save the file.



Figure 22: File Download Dialog Box. Click image to enlarge.

If you choose Open, Adobe Acrobat will launch and the report data will be displayed with Snapshots appearing as different bookmarks within Adobe Acrobat.
If you choose Save, you will prompted to name and save the file.

Export as a PDF

To export as a PDF file:

  1. Run a report.
  2. Click on Document, select Save to my computer as, and select PDF.
  3. A File Download dialog box will display. You may either Open or Save the PDF file.

Modify Report Layout

There may be times when the layout of a report does not suit your needs. HART provides the flexibility to modify the way your report data is displayed. You can even graph report data by creating charts.
To modify a report layout:

  1. Run the report.
  2. Drill to the desired level of the report.
  3. Right-click and select Turn table to… . See figure 23 below. 

    Right-click options will vary depending on the report and HART license.

    Figure 23: Modifying a Report. Click image to enlarge.

  4. On the Turn To panel you can select different chart and table types.

Chart and Table types

The available table formats are; Horizontal, Vertical, Crosstab, and Form. The available charts are; Bar, Line, Area, Pie, and Radar. See figure 24 below.


Figure 24: Available Chart and Table Types. Click image to enlarge.

Using Data Filters

Once you run a report you may only want to view a sub-set of the data. Filters are used to restrict the report data you want to retrieve and see. Filter options are based on your HART license. You can set a Quick Filter to define the data you want to use.

Set Filter

How to set a filter:

  1. Run a report.
  2. Right-click and select Filter, Add Filter.
  3. The Filter dialog box will display. Select the value you want to use for the filter. See figure 25 below.

    Figure 25: Filter Dialog Box. Click image to enlarge.

  4. Click OK.

Remove Filter

How to remove a filter:

  1. Right-click and select Filter, then Remove Filter.
  2. At the prompt "Are you sure you want to delete this filter?", select Yes.

REMOVING FILTERS 
Once a filter is no longer needed, make sure to remove it. If it is not removed, it will continue to be applied and will affect all future reports.

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