Process Data Manager Reports

The following logs and reports are available to help track and manage PDM activities.

A description of each is provided below.

Parameter Group Log and Parameter Log

The Parameter Group Log report (filtered to parameter groups) and the Parameter Log report (filtered to individual parameters) provide capabilities to track parameter result data, including all changes, from the Pre-staging table through Essential database population. Each record is assigned a Transaction Type that describes a PDM event, such as "Imported from Pre-staging", "Modified by Rule", or "Staging Value Edited". Transactions are displayed as line items in the log. The data available for review includes:

Many Date and Transaction Type filters are available to help you locate a specific set of records for review. Details about the filters are provided below.

Date Filters

Log data can be filtered by the log timestamp (default), value date/time, batch start date/end date, or the batch import time. A user-defined start and end date can also be entered. Generic time period options, such as Today, Yesterday, and Last Quarter, are available for selection. The Start Date and End Date fields will be automatically completed based on the selection. For example, select Last Week and the previous week's Sunday date plus 12:00:00 AM (inclusive) are entered as the start date/time. The end date/time is the following Sunday's date and 12:00:00 AM (exclusive).

Note:  By default, log data is grouped by batch transaction. This option can be cleared; however, it is recommended that a Start Date and End Date be entered before clearing the setting to maximize log performance. The Group by Batch Transaction option is displayed in the report header section.

Transaction Type Filters

Log records can be filtered by Transaction Type on the batch level and/or the value level. Available filters are listed below. Results-related filters refer to parameter results in your Essential database. Review-related filters refer to the Staging table revalidation process. Options to Select All/Clear All filters are available.

Batch Level

Value Level

A Log Record Count is displayed below the Transaction Type Filters section. When a filter is added or removed, the record count is automatically updated. Log data can be exported to Excel.

Log Navigation Tips

To generate a parameter group log

  1. Use one of the following methods to access the Parameter Group Log report:

  1. Review the data displayed for the group. Refer to Log Navigation Tips for additional information when necessary.

  2. Use the Date Filters and Transaction Type Filters to view a specific set of data. Use the following guidelines to enter dates:

  1. Click the Export button in the report header section to export the log data to Excel.

To generate a parameter log

  1. Click Reports > PDM Reports > Parameter Log Report and click a parameter link to open the log.

  2. Review the data displayed for the parameter. Refer to Log Navigation Tips for additional information when applicable.

  3. Use the Date Filters and Transaction Type Filters to view a specific set of data.

  1. Click the Export button in the report header section to export the log data to Excel.

Parameter Group Import History Gap Report

Review for data import interruptions on the Parameter Group History Gap browse view. The date and time of the previous import and the next import are available to help determine if import data is missing. The parameter group link provides access to the Parameter Group Import Review form.

Click Reports > PDM Reports > Parameter Group Import History Gap to access the browse view. Standard Essential search options are available.