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<< Click to Display Table of Contents >> Manual > Server Creation Guide > Action Edition > Action Reference > Daily/Monthly/Yearly Report (Old feature) |
Features of this action
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Daily/Monthly/Yearly Report Actions are an old feature that remains in place to maintain backward compatibility with older versions. If you need to build a daily report aggregation or report creation function, please use Summary Actions. |
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Daily/Monthly/Yearly ReportActions have operating environment restrictions and only work with the 32-bit version of FA-Panel. Although you can add/edit actions in the 64-bit version, they will not work. |
The Daily/Monthly/Yearly Report action is for creating a Daily/Monthly/Yearly Report report.
This action is an old specification function developed in versions prior to Ver4, and is retained for backward compatibility with older versions. On the other hand, summary actions are a new feature added in Ver5, and have been expanded in various ways, including the aggregation function of Daily/Monthly/Yearly Report.
If you are considering building a daily report aggregation function, please use Summary Actions.For more information about summary actions, see Summary.
Comparison with Summary Actions
Action |
Summary Actions |
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Logging feature |
This action does not have built-in logging functionality, and must be used in conjunction with a separate logger action (i.e., the logger action must be run in conjunction with the Daily/Monthly/Yearly Report action). |
Summary Action has a built-in logging function. Because the logging process and the aggregation process work together, it has been improved to perform the aggregation process more efficiently. |
Change the form layout (column order, etc.) |
You cannot change the form layout while online. |
You can freely change the report layout (which fields are displayed and printed on which page) while online from the settings screen of the Panel Browser report screen. |
Adding and deleting columns after operation begins |
You can only add to the end of a column. You cannot delete columns. |
You can freely add, remove, and insert columns in the logging aggregation. |
Layout Master files are Excel files that define the layout used when printing Daily/Monthly/Yearly Report. Excel is required to change the layout during development, but after the layout has been determined, Excel does not need to be installed on the PC that is actually used.
"reportmaster.xls" is provided as a template for the layout master file (located in "\\sample\report"). Usually, you copy "reportmaster.xls" and customize it to your own layout, but you can also create a new file with Excel. "reportmaster.xls" contains the following sheets:
Sheet Name |
explanation |
Number of Headings |
Number of data columns |
DAY_H_A4 |
A4 landscape for daily reports |
4 |
12 |
MONTH_H_A4 |
For monthly reports in landscape format (A4) |
4 |
12 |
YEAR_H_A4 |
For annual reports in landscape format (A4) |
4 |
12 |
DAY_V_A4 |
A4 portrait size for daily reports |
4 |
8 |
MONTH_V_A4 |
A4 portrait monthly report |
4 |
8 |
YEAR_V_A4 |
A4 portrait annual report |
4 |
8 |
In the layout master file, you can link report data by embedding "keywords" in Excel cells. A keyword is a string that begins with "**", and when the report is displayed/printed, the actual data is replaced with the embedded keyword and output. For example, there are predefined keywords such as "**Title" for the report title.
The keywords are as follows. With the following keywords, data will be inserted in the order of the fields specified in the action. If you select "Automatically break pages after every specified number of fields" in the "Page Break" setting on the Daily/Monthly/Yearly Report tab, page breaks will be automatically inserted and the data will be printed in the order of the fields.
keyword |
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**Date |
The date of the report. |
**Title |
The title of the report. |
**Head1 ~ **Head4 |
Header title. |
**SideData |
For daily reports, the time. For monthly reports, the day. For annual reports, the month. |
**Data |
Aggregated data. |
**SideTotal |
The title of the total value. "TOTAL". |
**SideAverage |
The title of the average value. "AVERAGE". |
**SideMax |
The title of the maximum value. "MAX". |
**SideMin |
The title of the minimum value. "MIN". |
**Total |
The total value. |
**Average |
Average value. |
**Max |
Maximum value. |
**Min |
The minimum value. |
**Total1 |
Intraday totals. |
**Total2 |
Nighttime total value |
Also, by adding an index, you can directly specify which field to insert for each column. Use this when you want to freely set the order of fields or whether to show or hide fields for each page. Normally, when using the following keywords, select "Print the specified number of pages" in the "Page breaks" setting on the Daily/Monthly/Yearly Report tab (see "Laying out reports that span multiple pages" for details).
keyword |
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**Head1[index] ~ **Head4[index] |
Header title. |
**Data[index] |
Aggregated data. |
**Total[index] |
The total value. |
**Average[index] |
Average value. |
**Max[index] |
Maximum value. |
**Min[index] |
The minimum value. |
**Total1[index] |
Intraday totals. |
**Total2[index] |
Nighttime total value |
*For the index in [index], specify the field number starting from 1. For example, if 10 fields are defined and you want to print the 5th field, use **Data[5].
You can also embed the following keywords outside the print range and use Excel functions such as "= formula" to freely layout data (the following keywords have three "*"s at the beginning). If you write the following keywords in a Excel cell outside the print range, the value will be embedded starting from the cell immediately to the right. Use "=N30" etc. to embed the value in the cell where you actually want to print. However, to use a formula, Excel must be installed on the PC where Panel Server is running. For details, see "If you want to use graphs, formulas, etc. in the layout master file" below.
keyword |
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***Head1 ~ ***Head4 |
Header title. |
***SideData |
For daily reports, the time. For monthly reports, the day. For annual reports, the month. |
***Data |
Aggregated data. |
***Total |
The total value. |
***Average |
Average value. |
***Max |
Maximum value. |
***Min |
The minimum value. |
***Total1 |
Intraday totals. |
***Total2 |
Nighttime total value |
The layout master file supports the following Excel settings and formats.
Text / Text format / Cell format / Borders / Paper size / Print orientation / Header / Footer / Page direction (left to right / top to bottom) / Bitmap file
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To embed a bitmap, select "Insert" and "Object" from the Excel menu, and insert the bitmap using the "From File" tab. If you do not do this, the bitmap will not be displayed when printed.
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Action Settings
The settings for this action are explained below.
Action specifications |
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Parameters |
You can specify parameters for the action to be executed from the event that calls this action.
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dialog |
■ Basic settings
▪Report File ▪Subreport File
•When printing a report from a browser in an environment where the server is running on a remote PC, if you want to print from the client PC (the PC where the browser is running) without using a printer connected to the server, you can open the subreport Excel file on the client PC and use the Excel function to print from the printer connected to the client.
•Reports are viewed in Excel, approvals and notes are added in Excel, and then the reports are sent back to the server.
▪Excel is installed ▪Daily report calculation method 1.From the current hour (including the current hour) to the next hour (excluding the next hour)
2.From the previous hour (excluding the previous hour) to the current hour (including the current hour)
Also, if you want to start daily report calculations from 8:00 a.m., or annual report calculations starting from April, you can change the settings for the first division time and the first division month. This setting is set in the "First division time" on the tab of each report.
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■Daily/Monthly/Annual Reports
▪title ▪Excel file ▪Excel Sheet Name ▪First separator time ▪Allow manual data changes ▪Cell height and width ▪Paper size, height, width ▪Page break
▪How to specify the print format
•Define only one format •Define the first and second formats on one sheet •Define the format for each page on one sheet •Define the first and second formats on separate sheets •Define the format for each page on a separate sheet
If you want to define two or more formats, select "Define the first and two subsequent formats on separate sheets" or "Define a format for each page on a separate sheet." For example, if you want to print a stamp column only on the first page and not need a stamp column on the second page and after, select "Define the first and second formats on separate sheets" and prepare one sheet each for the layout of the first page and the second page and after, and define the format for each. At this time, be sure to add a consecutive number starting from 1 to the end of the sheet name of each sheet (for example, "DAYREPORT1", "DAYREPORT2", etc.). Then, in the "Excel sheet name" specified in the properties of the daily report action, specify the sheet name without the number at the end ("DAYREPORT" in the above example). This setting allows you to separate the layout of the first page from the layout of the second page and after.
▪Print Date Format
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■ Printing
▪Number of Headings ▪Horizontal coupling ▪Printer Settings ▪totalling
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Common Settings |
■ Basic settings
▪Heading Settings ▪totalling ▪Aggregated values used in monthly and annual reports
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■ Advanced settings
▪Specifying the cell width ▪Decimal Point
▪Engineering Value Conversion
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Tag Field |
▪Data Source ▪Daily report statistical processing/statistical parameters
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Calculated Fields |
▪formula
▪Processing when data is empty |
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Constant Fields |
▪Specified value
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