Create a New Report

Click New on the Home tab to display the Select Type Report window:

The dialog lists all the grids, tables etc. in the module for which reports can be generated, plus Custom. The Custom option is used to construct reports from SQL queries on project data.

Select the required option and click OK.

If the Custom option was selected, the Custom Report Editor dialog is displayed. Refer to Create and Edit Custom Reports.

If a grid was selected, the AVEVA Electrical Report window is displayed:

Note:
New reports can also be created by copying an existing report. Select the report to be copied, then click the down-arrow button next to New. From the menu that is then displayed, select Copy Selected. The AVEVA Electrical Report window is then displayed, populated with details of the copied report.

Enter Basic Details

Select the plant area that the report is associated with from the list in the Area field.

The Grid Name field displays the name of the selected grid and cannot be changed.

Enter a unique name for the report in the Document No field. Enter a description in the Description field.

Note:
The Document No and Description fields must be completed.

Set the report to be "public" for the project by checking the Public checkbox. Access to the report is restricted to the current user if the checkbox is left unchecked.

If required, enter a full title for the report in the Title 1 and Title 2 fields.

Specify the Required Fields

Click the Fields tab to show a list of fields available for use in the report.

To select/de-select fields, click each fields checkbox in the Select column. The user can add as many fields as required.

Define Report Sort Order

Define a sort order by clicking Sorting to select the field(s) to sort by in the new report.

The View Fields list displays all fields for the report. Check the Show Used Only checkbox if only those fields selected for the report (in the Fields tab) are to be displayed.

To select a field, double-click it in the View Fields list to move it to the Sort By list.

The order of fields in the Sort By list will be the sort order of the report. In the example above, data in the report will be sorted first by Area, and then by Tag Number.

To remove a field from the Sort By list, double-click on it. It is then returned to the View Fields list.

Define Report Filters

Use the Filtering tab to apply filtering to a report.

The Filtering tab is used in the same way as the Filter window. Refer to Apply Advanced Grid Filters for details.

Report Revision

To add a revision to the report, click Revisions to display the revision fields.

To add a revision, click Add to display the Revision Entry window.

Note:
Revisions can also be added, edited, deleted and viewed using facilities directly accessible from the Report Manager window. Refer to Report Revisions.

Note:
An unused revision needs to be available before a report can be Issued.

Complete the fields with the required revision data (entry of a revision number is mandatory).

Note:
When creating a new revision, leaving the Revision No field blank will cause AVEVA Electrical to use the next revision number. For example, if the current revision is "A", then the next is "B" or if current revision is "2", then the next is "3"

.

Note:
The Description field contains a list of all previously created revision descriptions. Add a new description by entering any required description. Any new descriptions will be available for future revisions.

Click Save. The Revisions window is then displayed again with the new revision added to the list of revision.

Edit a Revision

To edit a revision, select the revision from the list and click Edit to display the Revision Entry window. Change the values as required and click Save. The amended values will be displayed in the list.

Delete a Revision

To delete a revision, select the revision from the list and click Delete. A message is displayed requesting the user to confirm the deletion.

Click Yes to confirm the deletion and return to the Revisions window. The selected revision is then removed from the list. Click No to cancel the deletion.

Save the Report

Click Save. The window closes, and the new report is saved and added to the list of reports in the Reports grid. It’s type will be that of the grid from which the report data is derived.

Note:
If a new report is to display details for different loading scenarios, refer to Loading Scenarios on Reports for how these are included.