Advanced search, reporting, bulk commanding, and bulk modifying

What is the Advanced Search, Reporting, Bulk Commanding, and Bulk Modifying feature?

The Advanced Search and Reporting features bring powerful insights to all types of Metasys users by providing an intuitive and easy method to gather and analyze data. You can search for data across your Building Network tree or by spaces or equipment. Using a series of filters, including wildcards, you can refine your search results. For example, you can search for all zone temperature points in a specific space.

With the Advanced Search results, you can:

  • Create reports showing historical activity, alarms, audits, and trend data based on a defined time range, or create reports showing the present values of selected objects.
  • Export report data to .csv or .pdf file formats on an ad hoc basis or by scheduling a report. You can send scheduled reports to an email address or a network location automatically.
  • Issue bulk commands to selected points.
  • Bulk modify selected points.
Table 1. Advanced Search and Reporting features
Feature Description
Scheduled Reports Provides the ability to schedule the email delivery of reports to up to 10 specified recipients, and the ability to schedule a delivery to a network location. You can save report templates and execute them "on demand" in the future.
Advanced Search filter by Equipment Definition short names Enables the filtering down of an Advanced Search to only include specific Equipment Definition short names.
Time Picker Enables the initiation of reporting and filtering for a specified time range, including for ranges less than one day.
Bulk Modify Enables the modification of multiple objects or multiple attributes on a single object.
Smart Filtering Enables launching directly from certain widgets into a pre-populated Advanced Search. The filters are populated based on the equipment, space, and object information included in the widget. You can launch Advanced Search from the following widgets:
  • Equipment Summary widget
  • Equipment Serving Space widget
  • Equipment Data widget
  • Graphics widget
  • Summary View widget
Important: Spaces and equipment do not need to be configured for users to take advantage of the Advanced Search and Reporting feature. Advanced Search is available on computer and tablet platforms, but it is not available on phone platforms. Additionally, the Reporting, Bulk Commanding, and Bulk Modifying features of Advanced Search are not available on tablet or phone platforms.