Feature Highlight: Automate Your Everyday Reporting with JEDI's Scheduled Reports
Your device data has something to tell you, even when you’re away from the dashboard. With Machinechat JEDI’s scheduled reports, you can bring that information straight to your team’s inbox. Turn collected measurements into readable HTML summaries or CSV files ready for further work. Choose the content, recipients, reporting period, and delivery schedule, then let JEDI handle the recurring preparation and email delivery.
Whether your team needs a daily update or measurements for a weekly review, reports help make data sharing a consistent part of the routine—giving you more time to review the information and decide what needs attention.
Keep Your Team Informed with Scheduled Reports
Schedule reports for the same time each day or at recurring intervals. A morning report could cover the preceding 24 hours, while a weekly export could include the previous seven days. JEDI’s new Report Manager provides a central place to create and test scheduled reports, review execution history, and pause or resume delivery.
Bring Your Data Together in HTML Reports
A useful report helps readers understand what they’re looking at. JEDI’s HTML reports let you combine written context, measurement tables, and line charts in one attachment.
Build a brief overview for a quick read, add historical detail for closer inspection, and arrange the sections in the order that works for your audience.
Add Context with Text and Markdown
Your team knows the equipment, locations, and procedures behind the numbers. Text/Markdown sections bring that knowledge into the report and give you a straightforward way to organize those explanations.
Organize Content with Headings and Lists: Give readers a clear path through the report. A pump-station update could open with “Latest Readings,” followed by a short inspection checklist and historical measurements.
Highlight Important Details: Use emphasis to draw attention to equipment identifiers, units, or review instructions. Make the details readers need easy to find.
Include the Latest Metric Values: Add placeholders that JEDI replaces with the latest available measurements when it generates the report. Open a tank report with its latest level and discharge pressure, then follow with the historical data.
Add Useful Links and Instructions: Put supporting resources within reach. Link to an operating procedure, equipment manual, or inspection checklist so recipients can move from reviewing the report to following up.
Illustrate Processes with Mermaid Diagrams: Show the steps in an operating procedure. A flowchart in a tank-monitoring report could guide readers through checking a high-level reading, inspecting the inlet valve, and confirming that the level has returned to its normal range.
These markdown features let you shape the report around the people receiving it.
Compare Readings at a Glance with Tables
When readers need to compare values, a table puts the detail in front of them. Imagine a greenhouse report with hourly temperature and humidity readings from different growing areas. The shared timestamps make it easier to compare conditions across locations and identify periods worth a closer look.
Aggregation helps keep that review manageable. An hourly average shows general conditions; an hourly maximum brings peaks into view. Including both can reveal a temperature rise that an average alone might soften.
Follow Trends with Line Charts
Some changes are easier to understand when you can see their shape. A CO₂ chart can show how readings rise during occupied hours and fall later in the day. A temperature chart can help a technician review whether equipment warmed gradually or changed suddenly.
From Detailed Readings to the Bigger Picture
JEDI’s HTML reports bring the right level of detail to every update. Rolling time periods keep scheduled reports current with data leading up to each run, while fixed date ranges bring a specific historical period back into view.
Tables and line charts can present detailed readings or summarize them in time windows. Averages reveal overall trends, while minimum and maximum values bring extremes into focus—all within the same report.
With the latest readings in text sections and historical data in tables and charts, each report brings together where things stand and how they’ve changed.
Put Your Data to Work with CSV Reports
Sometimes, receiving the measurements is the beginning of the work. CSV reports give your team a structured dataset to open in Excel, Google Sheets, or another analysis tool. Recipients can filter readings, perform calculations, and build charts around the questions they want to explore.
Select the Measurements You Need
You can choose the devices and metrics that belong in the report, assign readable names, and arrange the columns in a useful order.
A building operator, for example, could bring outdoor temperature, supply-water temperature, and return-water temperature into one export. With the relevant measurements together, the spreadsheet is ready for comparison.
Export Every Reading or Summarize the Period
You can customize your report further by choosing how detailed it could be. For an investigation, export the received readings within the selected period. For a routine review, enable aggregation to produce a more compact dataset.
A technician examining pressure fluctuations may want individual measurements. A manager reviewing the week’s operating conditions may prefer hourly summaries.
Automate Routine Data Sharing
Set the CSV export to be delivered according to schedule. A greenhouse manager could receive weekly temperature and humidity data before the team’s review. An equipment technician could receive a daily dataset for further calculations.
JEDI handles the recurring preparation and email delivery, leaving recipients ready to work with the data.
Generate Reports When Conditions Are Met
A schedule is useful for regular updates. Conditions can determine when an additional report would help.
JEDI also supports HTML and CSV reports as rule actions. For example, if a storage-room temperature stays above a configured threshold, a rule could generate a report containing recent temperature and humidity measurements.
You can also combine a schedule with a condition to check periodically and generate a report when that condition is true. Persistence and repeat-trigger controls help tailor the rule to the situation.
Make Reports Part of Your Everyday Routine
Start with a question your team already asks regularly, then build the report around it.
What happened in the building yesterday? Create a morning facilities report with environmental readings and historical trends. Give the team a shared starting point for its daily review.
How has the equipment been running? Bring selected operating measurements into an HTML report. Add equipment context, compare readings in tables, and use charts to follow changes.
Can we get the measurements for our weekly review? Schedule a CSV export to arrive before the meeting. The team can compare data and discuss findings instead of assembling the file.
Start Building Your Reports
Reports close the loop between collecting data and acting on it. Dashboards give your team the live view, while scheduled and condition-triggered reports deliver the periodic, readable record straight to the people who need it, using the history JEDI already holds.
Get started with the HTML report guide or the CSV report guide. Have your next routine update ready before anyone has to ask for it.
New to JEDI? Try JEDI One free for 30 days and build your first scheduled report with your own data.
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