TN DR106 Setting up a basic Dream Report using the wizard

Description

This article from InSource shows the fundamentals of setting up a Dream Report using the built in wizard. 

• Author: Lewis Talley
• Published:12/19/2017
• Applies to: Dream Report (Various)

Details

Launch the dream report design studio and select the option to run the project wizard:

Begin by following the steps of the project creation wizard (note not all steps are required)

Give the project a name and path:

Configure the appropriate driver for the project you will be building a report against.  In this case I am using the Wonderware Historian. Click add once the test connection has succeeded.  

Depending on your project requirements, the "data archiving" and "batch definition" may or may not be required.  In my case, I am building a simple report and the data is already collected in the Wonderware Historian so I will skip those 2 steps and go right to the report as shown:

Next we will go through the options for the report:

select a schedule for when the report will be generated (if required):

Dream Report can also generate a report based on a trigger that can be defined (like a tag change in the HMI for instance).

Next you can select your report distribution options:

Now we can select a time span for the report to be executed against:

Next specify the page design options if required.  You can also browse from the pre-built page templates to make your report look visually appealing:

next we will add the tags..

Now we can select which visual elements we want in the report (you can always add more or change this later as well):

Click next to finish the wizard and launch into the design studio.  You can run your report by selecting the run project quick launch option: