XLReporter
Excel Reports and Forms for Industry
www.TheReportCompany.com
SyTech, Inc.
 eaSy Techology.
 Headquartered in Massachusetts USA
 Established for over 20 years
 XLReporter.
 Forms
 Reports
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automatically
on-demand
 Publish
 Serve all industries.
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Pharmaceutical
Water and Waste Water
Energy Management
Building Automation
Heat Treatment
Automotive
Oil and Gas
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Promoting XLReporter
 Sales Kit.
 Datasheets, prices
 Slideshows and demos
 Request a sales kit by email to sales@sytech.com
 Evaluation Software with Tutorials.
 Provided in the Sales Kit
 Download from www.TheReportCompany.com
 Arrange a Webex.
 Pre-sales presentation
 Discuss user requirements
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XLReporter Editions
www.sytech.com/product_Editions.htm
 Standard.
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Design templates in Excel (use existing)
Unlimited Templates
Real Time Connector
Automatic Reports
(option) History Connector (HDA)
(option) Database Connector (DB)
 Suite. - Standard plus
V11
V11
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Interactive Forms (local)
Interactive Reports (local)
Secure report viewer/editor
Analytic logging (requires DB option)
Web site management
File management
One Year Support and Upgrades
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XLReporter Editions
 Professional. – Suite plus
V11
V11
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Database Connector
PDF printer driver
PDF viewer
Email
Text Messaging
FTP
 Team. – Professional plus
V11
 Interactive reporting (client stations)
 Interactive Forms (client stations)
 Interactive Forms offline
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Compatibility/Requirement
 Windows Operating System.
V11
 XP, Vista, 7, 8
 Servers 2003, 2008, 2012
 Microsoft Excel.
V11
 32-bit, 64-bit support
 Excel 2007, 2010, 2013
 Not required on client stations
 All Software Editions.
 .NET 3.5 and higher
 Team Edition.
 Internet Information Services (IIS)
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User Benefits
 Immediate return on investment.
 Add to existing installations
 No additional hardware
 Minimal learning curve.
V11
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Excel is the “design studio”
Use existing Excel templates
Fast Start wizard for one-click reporting
No programming, no scripting
 Start small and grow.
 From $995 (add $300 for one year support)
 All data connectors included
 Upgrade editions at differential prices (support contract required)
 Backed by experience.
www.TheReportCompany.com
www.sytech.com/mobile
XLReporter
Excel Reports and Forms for Industry
Data Logging
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Data Logging
 Worksheet to database
V11
Alarm Statistic Reports
 Raw data
 Summary calculations
 Analytics to database
 Real time data
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Snapshot
Multi snapshot
 Analytics
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Maximum
Minimum
Average
Total
Deviation
Integral
Accumulation
State Profile
Difference
On/Off Count
On/Off Duration
To a Database (automatically)
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XLReporter
Excel Reports and Forms for Industry
Data Connectors
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Data Connectors
 Real-time, OPC.
 Summary reports
 Event reports
Process Data
 Historical, OPC HDA.
 Historical reports
 Interactive Reports
 Batch Historian
 Relational Databases.
V11
Summary Data
 Summary calculations
 Batch reports
 Alarm reports
 Analytics, Forms and CSV.
CSV Data
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XLReporter
Excel Reports and Forms for Industry
Interactive Forms
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Interactive Forms - Design
 Design a form template.
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Excel is the “design studio”
Data validation
Drop down lists
Calculations
Formatting
 Design a database.
 No IT, no SQL, no programming
 Perform in Excel
 Add and remove tables/columns
 Link form template to database
 Perform in Excel
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Interactive Forms - Deploy
 Use locally or on client stations.
V11
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No Excel required
Thin client installation
User authentication
Context sensitive keypad
 Store data to a central database.
 Data entry locking.
V11
 Maintain integrity of stored data
 Work offline.
V11
 Download forms to a tablet
 Upload tablet data to the database
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Interactive Forms – Drinking Water
 Monthly Form
 Regulatory
 Calculations
“operator request”
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Interactive Forms – Laboratory
 Daily Form
 Results from samples
 Calculations
“operator request”
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Interactive Forms – Wastewater
 Monthly Form
 Daily entries
 Lock values
“operator request”
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XLReporter
Excel Reports and Forms for Industry
Automatic Reporting
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Automatic Reporting - Design
 Design a template.
 Excel is the “design studio”
 Use integrated tag browser
 Select naming convention
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for workbook
for worksheet
 Add management functions
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analysis
presentation
export
 Design a schedule.
 On time
 On events
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Automatic Reporting - Deploy
 View / Edit.
V11
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Locally or from client stations
No Excel required
User authentication
Context sensitive keypad
 Publish.
 Managed worksheets
 PDF, CSV, Web pages
 Distribute.
 Web Portal, FTP, Printer, Server
 Mobile, Email, Text Messaging
V11
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Dynamic /Compressed attachments
Live values in content
 Maintain.
 Automated archiving
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Automatic Reporting – Snapshot
 Daily workbook
 Report on events
 Mixer Complete
 Extruder Complete
“mixer complete”
“extruder complete”
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Automatic Reporting – Summary
 Daily reports in monthly workbook
 Intermediate calculations
 Rows added periodically
 Every hour
“every hour”
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Automatic Reporting – Batch
 Batch workbooks
 Report at multiple times
 Start/end of batch
 Periodically during batch
“start of batch”
“periodically during batch”
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Automatic Reporting – Events
 Daily workbooks
 Report on multiple events
 Weigh Cycle Complete
 Add comments
 Secure
“weigh cycle complete”
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Automatic Reporting – Shipping
 Daily workbooks
 Shipping label
 Report on weigh cycle
“weigh cycle complete”
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Automatic Reporting – Batch Summary
 Daily workbooks
 Report on events
 Dynamic summary table
“start of batch”
“batch complete”
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Automatic Reporting – Flow Totals
 Monthly workbooks
 Totals for this/last month
 Highlight anomalies
“end of month or
end of day”
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Automatic Reporting – Regulatory
 Monthly Workbooks
 Regulatory
 Complex layout
“every month”
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Automatic Reporting – Mobile
 Report for last 24 hours
 View on mobile device
“every hour”
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Automatic Reporting – Panel View
 Report from existing files.
 Work with native text files, no database
 Minimal learning curve.
 Excel is the “design studio”
 Use a tag list to specify report content
CSV Data
 No data restrictions.
 Text files stored in File Cabinet
 Files become a single entity
 Automatic update of the tag list
 Automatic archiving
V11
 “Out of the box” statistics
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Reports
XLReporter
Excel Reports and Forms for Industry
Interactive Reporting
www.TheReportCompany.com
Interactive Reporting - Design
 Design a template.
 Excel is the “design studio”
 Define template variables.
 Dates
 Tag Names
 Custom Parameters
 Assign variable input methods
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Date Panel
Parameter Panel
Tag Panel
Database Panel
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Interactive Reporting - Deploy
 Use locally or on client stations.
V11
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No Excel required
Thin client installation
User authentication
Context sensitive keypad
 Publish.
 Print, view and annotate
 Share on Team Server
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Interactive Reports– Trends
 Select Time Period
 Select Tags
“on demand”
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Interactive Reports– Pareto
 Select Time Period
 Select Tags
“on demand”
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Interactive Reports– Analysis
 Select Time Period
 Select Filters
 Select Tags
“on demand”
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Interactive Reports– Batch
 Select Product
“on demand”
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Installation Worldwide
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From …
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3M Company, A&E Systems, A.D. Tech, Abbott Labs, Advanced Control Service, Air
Liquide America, Alceru Schwarza GmbH, Alco Engineering, Honeywell, Allan
Engineering, Alpha Therapeutic, Conoco Petroleum, Aluminum Company of America,
Amek, Ameripol Synpol, Amgen, Amoco Chemical, Ampacet, Anadarko, Anheuser
Busch, Apiel El. Industriale, Apocca Styrdata AB, ARDUNN Controls, Armstrong World
Industries, Arrow Lock, ASE Foodservice, Austgen Electric, Automatic Control Services,
Axelson, Babcock Textile Machinery, Baltimore Gas & Electric, Bard Vascular Systems,
…
… To
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… Trinity River Water Authority, Triple F Controls, Troy Belting and Supply Incorporated,
Union Carbide Corporation, Uniroyal Chemical, United Technologies Corporation,
Utilities Automation Services Incorporated V.D.A. S.P.A., Vam Organics Chemicals
Limited, Van Ert Electric Company Incorporated, Varco, Velcro USA, Vermont Gas,
Vermont Yankee, Lockheed Martin, Village of Streamwood, Vinyl Plastics Incorporated,
Viscofan S.A.,, Visibility Systems Incorporated, Vision Engineering, VortX United
Incorporated, IBM, W.R. Grace & Company, Warner-Lambert, Warren Petroleum, Water
Treatment Plant Clunt-Claremont, Waterville Valley Ski Area, West Texas Utilities,
Westinghouse, Woodland Biomass Power, Texas Instruments, Wyeth Ayerst Pharmacy,
Wyman-Gordon Forgings Incorporated, YH America Incorporated, Yunnan Phosphate
Fertilizer Factory, Z Technologies Industrial Automation LLC, Zinc Corporation of
America
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Applications
 Water Treatment.
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West Bridgewater Treatment Facility produces drinking water for
the Town of Bridgewater, MA
Daily, Monthly and Yearly Flow and Chemical additions reports.
Monthly turbidity report to the State of Massachusetts
 HVAC.
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Entergy Thermal Facility in New Orleans, LA, produce cooled
water for air conditioning systems in downtown New Orleans.
Daily and monthly utilization reports used for billing
 Pharmaceutical.
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Hull Company produce systems in the pharmaceutical industry
Trend and alarm batch reports. Report to PDF for security
 Manufacturing.
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Swarowski Crystal in Providence, RI produce quality crystal products
Shift and daily production reports
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Partnerships
Emerson Process Management
DeltaV ProPlus and Application.
ELUTIONS
ControlMaestro
Mitsubishi
MX32, MX2000.
Eurotherm Controls
Eurotherm Recorders
SIEMENS Process Automation
SIMATIC WinCC and Open PCS 7
FIX, iFIX, Proficy
CIMPLICITY
Rockwell Encompass Partner
RSLinx® , RSView®, RSSql™
Wonderware
InTouch, Historian (InSQL)
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OPC Member
OPC, OPC-HDA
Awards and Testimonials
“The automation interface provided by SyTech enables Excel to be used in more niche
markets that require automated and unattended operation. This is an example of how
Microsoft Office applications can solve critical business problems for our customers
and deliver great benefits to creative partners like SyTech.”
Microsoft Corp.
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Information and Download
 Web
 www.SyTech.com
 www.TheReportCompany.com
 www.XLReporter.net
 Email
 sales@SyTech.com
 Phone
 508 520 9957 (9XLR)
www.TheReportCompany.com
XLReporter
Excel Reports and Forms for Industry
www.TheReportCompany.com
www.TheReportCompany.com