Configure Reports

You can add, view, edit, and delete report configurations to the reporting system.

You must have administrative rights to be able to access this capability.

To access the report configuration menu

1. Open the AVEVA Batch Management Reports Administration page using the AVEVA Batch Management Reports Administration shortcut.

   

2. Click the Configuration icon. The Report Configuration page opens.

   You can see a list of configured reports.

   The following figure is an example.

   

To add a report configuration

3. Click Add Report.

   The Add Report Config form appears.

   

4. In the Name box, type a name for your report.

5. In the Description box, optionally type a brief description of the report.

6. From the Report Template box, select a template for the report.

7. If you want the report to go to a printer, select the Output to Printer check box.

   Note: To use this option, you must modify the BatchManagement_ReportQueReader service logon to include the account that was used to log on to the Reporting Content server.

8. If you are outputting the report to a printer, select a printer name from the Printer box. It is important that you do not select a printer that will require user input. For example, the XPS printer may want to bring up a file dialog. This will cause ReportQueueReader to hang.

9. If you want the report to be saved to a file, select the Output to File check box.

10. If you are outputting the report to a file, type the complete path information in the Output Path box.

    Important: The folder for the file must already exist and be shared with full permissions. If you do not share the folder, the reports are not saved to the specified location.

11. If you are outputting the report to a file, select the file type from the Output Type list.

12. Click Add Report.

To view or edit a report configuration

13. Open the AVEVA Batch Management Reports Administration page, and then click Configuration.

    The Configured Report form appears.

14. In the Configured Reports list, click the Edit icon for the report that you want to edit.

    

    The Report Config > Edit Report Config form appears.

    

15. Edit the report configuration information as needed.

16. Click Update Report.

To delete a report configuration

Note: Before you delete any reports, it is recommended that you perform a back up of your reports.

17. Open the AVEVA Batch Management Reports Administration page, and then click Configuration.

    The Configured Report form appears.

18. Click the Delete icon corresponding to the configured report that you want to delete.

    The Report Config > Delete Report Config form appears.

    

19. Click Delete Report.

    When you delete the report configuration, its definition is removed from the system and its name is removed from the History Server database.