KbA0049: How to replicate the deprecated Building Operator Reports with Insight Management tool

Description

This article is to show step by step on how to replicate the deprecated Building Operator Reports(BOR) using Insight Management.

Setpoints in Manual

To learn more about Setpoint in Manual click here.

Procedure

Step 1: Go to Insight Management

Step 2: Top right to the left of the Gear icon. Click on the down arrow

Step 3: Select Infrastructure by Rule

Step 4: In the Rule column click the Filter button. You will see a window titled with “Advanced Filtering”

The filter for rules

Step 5: Click Create Complex Filter button beside the Null checkbox

The Simple filter tab

Step 6: Type “output manual”. Click the plus button. Type “input manual”

*Make sure Or is chosen at the top.

The proper application of a simple filter

Step 7: Click Apply

Step 8: Click the Gear icon on the top right besides Export

*If you only want to see setpoints in the view type “SP” in the Message column

Step 9: Click New

Step 10: Fill in the “Name”, give it a priority, and “Description”
*The description will appear on the report if you generate a report out of this insight management view.
*If you would like this view to appear once you log-in check User Default View.

Step 11: Click Save

Step 12: Click the Subscribe checkbox to get the report from this view

Schedules Changed

To learn more about Schedules Changed click here.

Procedure

Step 1: Go to Insight Management

Step 2: Top right to the left of the gear icon. Click on the down arrow

Step 3: Select Golden Standard by Rule

Step 4: Type “SCH” in the Message Column

Step 5: Click the Gear icon on the top right besides Export

*If you only want to see setpoints in the view type “SP” in the Message column

Step 6: Click New

Step 7: Fill in the “Name”, give it a priority, and “Description”
*The description will appear on the report if you generate a report out of this insight management view.
*If you would like this view to appear once you log-in check User Default View.

Step 8: Click Save

Step 9: Click the Subscribe checkbox to get the report from this view