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Report templates

JUMO smartWARE Evaluation
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Report templates are the basis for generating individual reports. They define the structure and ensure a uniform layout for recurring reports.

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JUMO provides 10 report templates in a standardized JUMO layout. They are marked with the JUMO logo. The report templates provided by JUMO can be used for reports. New report templates are only necessary if a layout change is wanted.

When clicking on a template, there is the option of duplicating, editing, exporting, or deleting it using the relevant icons.

JUMO report templates cannot be edited or deleted. However, they can be used as the basis for a new report template.

If a report template is already being used for a device, this is shown with a green number next to the name of the report template. When hovering over the name, the report in which the template is used is shown.

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Categories

The report templates are divided into the three following categories:

Category

Description

Time period

These report templates are suitable for reports with the following triggers:

Batch

These report templates are suitable for reports with the following triggers:

Batches

These report templates are suitable for reports with the following triggers:

The category of a report template is defined in the data sources area when generating the report template. A report template can be assigned to multiple categories.

Importing report templates

Report templates that have previously been exported from a JUMO smartWARE Evaluation system can be imported.

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A report template can be uploaded using the "Import" icon and has to be provided in the JRT format.

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The JRT file is added and imported using drag and drop or via the "Select report template for upload" button.


Creating report template

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To create a new report template, an existing report template is duplicated and then edited using the relevant icon.

During report template generation, the following icons are available in the top area of the user interface:

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The Designer is opened by clicking on the green icon.

What is the Designer?

Report graphic designs can be modified in the Designer. For example, the header or the size of the diagram can be modified.

The settings made can be saved or discarded at any time using the relevant blue icons.

Step 1: General

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The following settings can be made:

Function

Description

Name of report template

The name of the report template is defined.

The name can be defined for the national languages German, English, French, and Spanish. It must be defined for at least one national language.

Description

A short description of the report template can be provided.

The description can be provided for the national languages German, English, French, and Spanish.

Tag

The tag is a language-neutral designation for the report template and is defined.

Only characters from A to Z (upper case and lower case), digits from 0 to 9, and an underscore are permitted.

If a report template is exported, it is saved under the name of the tag.

Visible

It can be defined whether the report template is to be available for reports.

If a report template is no longer to be used, it can also be marked as invisible.

Step 2: Settings

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The following settings can be made:

Function

Description

National languages

The national language which is used or can be selected later in the report is defined. Multiple selections are possible.

The relevant translations are stored in the Designer.

File formats

The file format generated in the subsequent report is defined. PDF, CSV, Excelยฎ, and CSV-Raw-Data are available. Multiple selections are possible.

Dashboard

The report template can be assigned to an existing dashboard. The benefit of this is that the dashboard channels are displayed when starting the Designer or in the "Process values" tab.

Step 3: Data sources

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The data sources must be selected. Multiple selections are possible here. The following data sources are available:

A JUMO report template in which the required data sources are already selected can be duplicated as the basis for your own report template. In these report templates, the data in the Designer is already modified for using these data sources.

Step 4: Process values

The process value table configuration is only available if the process values have already been selected under the data sources area.

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The relevant icons can be used to add and delete tables, headers, and columns, with at least one table and one header having to remain.

The columns can be individually designed and edited using the "Change column X" icon.

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The description is defined for the relevant column.

One of the following items of content are selected per header:

  • Free text entry

  • Name of device space

  • Device fabrication number

  • Group name

  • Signal name

  • Signal unit

  • Channel color

  • Cell content

The content of a header is adopted for all columns in this table by checking "Apply to all columns".

The content of the cells is restricted in the bottom area. The "Template content" field is used to define whether a restriction is to be applied and which of the following restrictions is to be applied:

Value

Meaning

Comment

Current value

Value at the end of the sampling period.

โ€“

Average value

Average value of all values within the sampling period.

โ€“

Min. value

Minimum value of all values within the sampling period.

Not available with compact storage.

Max. value

Maximum value of all values within the sampling period.

Not available with compact storage.

Number

Current value, average value, min. value, max. value or no restriction.

โ€“

Unit

โ€“

โ€“

Timestamp offset

โ€“

โ€“

โ€“ (no restriction)

โ€“

โ€“

The actual restriction is made under "Cell content". A choice is made between analog and digital and the relevant signal number entered.

The columns of the process value table can also be modified in the reports, with the restrictions defined here still applying.

The settings made are saved by pressing the "Apply" button.

Step 5: Variables

The variables are assigned fixed texts, which can be changed in the report configuration, without having to modify the report template yourself.

The variables are provided in the Designer under data sources and can be assigned to any objects.

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A new variable is created using the "Add variable" icon. The following settings can be made:

Function

Description

Variable name

The name of the variable is entered.

Default value

The default value used for the variable is entered.

The variable can be removed again using the "Delete variable" icon.

Step 6: Completion

Once all settings have been made, the report template is saved using the "Save" icon.


Designer

The Designer is used for detailed configuration and design of your own report templates. Your own logo and Corporate Identity (CI) can be incorporated in this process. Diagrams and other content can also be placed as desired.

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Either the test data saved in the system or a dashboard are used as a data source.

Test data saved in the system is used if the box "Use dummy data" is checked. The following setting options are deactivated.

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The data from any dashboard is adopted using the "Dashboard selection" button. Depending on the selected data sources, either a time range or a batch must be selected.

The relevant box is activated for accelerated creation due to reduced data quantity. The national language is selected using a drop-down menu. The options are German, English, French, and Spanish.

Finally, select the "Send data to designer" button. If the Designer is already open, the configurations changed in the meantime are automatically transferred.

The Designer opens in a new browser tab. The template can be modified and configured as required here.

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A help function can be found in the "File" tab in the Designer. This function provides support with the application.

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