How to add a new report in PME 2020? | Schneider Electric USA

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How to add a new report in PME 2020?

Issue
The default reports are unavailable inside of the report library, unlike how they were in previous versions of the PME software.

Product Line
Power Monitoring Expert 2020

Environment
Web Applications

Cause
Blank reports have been moved into the Add Report section in order to match the format used in the rest of the Web Applications.

Resolution
To add a new report:

In Reports, open the Report Library and navigate to the folder where the report is to be added.

(Optional) Add a new folder by clicking Add Folder at the bottom of the library panel, or by clicking Add Folder in the Options menu at the top of the library.

In the Report Library, click Add Report at the bottom of the panel, or click Add Report in the Options menu at the top of the library. This opens Add Report -Report Template Selection.
In Add Report - Report Template Selection, find and select the desired report template for the new report, and click OK. This opens the report template and the Report Settings for the new report.
In the report template, enter and select the desired input parameters for the new report.

NOTE: The number and type of input parameters are report template specific.

(Optional) Click Generate Report to test the report output and adjust the input parameters if necessary.
In Report Settings, enter a report Name, select a Location and access permissions, and select which report inputs are needed to save with the report.

NOTE: For saved inputs, the report uses the input values specified in step 4. For inputs that are not saved, the input values will need to be entered every time the report is generated. A report can only be subscribed to if all the inputs are saved.
NOTE: A public item is visible to all users in the user group. A private item is visible to the user and any user in the user group with Edit permissions on this item type.