Creating Excel Reports with Scheduled Email Delivery

Overview

The Excel Reports module creates automated, template-driven reports that pull historical point values into an Excel workbook and deliver them by email on a schedule. Define named ranges in a template, map them to data points and time periods, and Mango by Radix IoT fills in the numbers — including statistics like averages, sums, and min/max values.

Prerequisites

• Mango 4.x or 5.x with the Excel Reports module
• Data points with historical logging enabled
• Excel or LibreOffice Calc for template creation
• Configured email server in Mango (Administration > System settings > Email settings)

Step 1: Create the Excel Template

Creating Named Ranges

1. Add header labels in the top row (e.g., Timestamp, BoilerTemp, FlowRate)
2. Select the header row and data cells below
3. Go to Formulas > Create from Selection, check Top row

Layout Tips

• Use a Data sheet for raw values and a Report sheet with charts referencing it
• Pre-build charts and conditional formatting — they update when Mango fills the data

Step 2: Create the Report in Mango

1. Navigate to Analytics > Excel reports. The page opens on the Report templates tab; the second tab, Finished / in-progress reports, is where you confirm a run actually produced a file
2. Click New template. Enter a Name — the Export ID (XID) is generated for you — and upload your workbook under Select template file
3. Set Report execution roles. This is the identity the report runs as, and it is a set of roles, not a user account
4. Use the permissions below it to decide who may read generated reports (Read generated report) and who may change the template (Edit report template). Prevent purge exempts this template’s output from automatic cleanup

Step 3: Configure Time Periods

Open the Time periods tab and add a period. Each one has a name and a mode:

A Relative period’s Date type offers exactly four choices:

Period type runs seconds, minutes, hours, days, weeks, months, years.

Set a Rollup type and Rollup period to aggregate raw samples into fixed intervals (e.g. a 15-minute average). Include bookend values adds the samples immediately outside the window, so a chart starts and ends on a real value instead of mid-gap.

Step 4: Map Data Points to Named Ranges

1. Under Configure data, set Location for time values — this is the named range that receives the timestamp column
2. Open Select data points (N points currently selected) and pick your points in the point selector. Each selected point becomes a row showing its Device name, Point name and Export ID (XID)
3. In the Named range column, enter the base name from your template

Automatic Statistical Ranges

Append a dot suffix to a mapped base name and Mango fills that single cell. With boiler_temp mapped, these work for a numeric point:

Point metadata works the same way: boiler_temp.xid, .name, .deviceName, .extendedName, and .tags.<tagKey> for any tag on the point.

Non-numeric points get a smaller set. Alphanumeric adds .changes; binary and multistate get .starts, .runtime and .proportion instead of the numeric statistics. The value/time and .count suffixes are available on every type.

Step 5: Schedule the Report

On the Schedule tab, tick Schedule this template to be run periodically — until you do, the tab shows nothing else. Then type a pattern into Cron pattern, or build one under Select cron pattern with the Second, Minute, Hour, Day of month, Month and Day of week menus. Each menu starts on Every, so set Second and Minute to 0 — choosing only Hour 6 gives * * 6 * * ?, a run every second from 6:00 to 6:59. Patterns are six fields, seconds first:

# Weekdays at 6 AM
0 0 6 ? * MON-FRI

# First of every month at midnight
0 0 0 1 * ?

Step 6: Configure Email Delivery

On the Email tab, Email report starts ticked on a new template. Under Email recipients, add who receives it: Select users, Select mailing lists, or type an address into Add email address and press Enter. Choose an Email template, and tick Compress attachments if the workbook is large.

To test, open the template’s settings menu (the gear icon in the list) and choose Configure and run, untick Email report in its dialog, and click Run. The menu’s own Run uses the saved settings and emails every recipient. Then open Finished / in-progress reports and confirm the run reached Finished rather than Failed or Email failed.

Troubleshooting