Create Summary

Owned by Ricky Villa
Last updated: Aug 20, 2019 by Kimberly Cruz (Unlicensed)

We have created a Create Summary form to allow uses to easily create summaries for their equipment(s)


1. The user will have to select on the DB Builder application which is under the System Integrator section

2. Once inside, the user has to navigate towards the DB Builder Tree

  • The user will select a type of available equip(s) they want to use for the summary

3.  Once the user has made a selection, the user will have to use the Tool button  which is located on the bottom right

4.  The user will be prompted with a pop-up called Tools where the user will have to navigate to the following: Summary > Create Summary

5. After the option has been selected there is going to be a popup window with the required fields to fill out.

The required fields to fill out are:

  • Summary Name: Select a name you want to name the summary.
  • Select Summaries to Run On: Select which level(s) you want the summary to appear on.
  • Select Points for Summary: Select the points you would like to see on the summary.
  • Filter for Equips in Summary: The tags of the equips from where the points are coming from (in this case we selected a vav so we would use equip and vav filter tags).

6. When all the fields have been filled out, the user can then Apply to create the summary.

7. Now that the summary has been created, the user can go to the Summary app when clicked on will open the summaries window on the right side

  • Then the user can navigate the level where they have designated the summary to appear on.

Views of Summary

The user will see a list of all the summaries created and assigned on that particular level.

They then can click on a preferred summary they want to view and that summary will be displayed.

  • The user can then compare temps and other similar points
  • As well as view live data, trends, and actions to command if applicable.

If the user prefers to see an actual table of the summary and to be able to export that data as CSV

  • The user would click on the Show All icon found at the top right corner of the summary view.

Then once clicked, a pop of the summary will appear and display the data

  • From there the user can launch to a particular graphic they wish to investigate more by clicking on the icon next to the equipment
  • They can also Export as CSV.