Reports
- Last UpdatedOct 29, 2025
- 3 minute read
For each module, AVEVA Instrumentation is supplied with a number of "fixed" pre-defined reports that you are not able to edit.
AVEVA Instrumentation is also provided with facilities that enable you to create, modify, and customize reports.
The list of fixed, user-generated and custom reports, and the facilities for creating and editing them, are available from the Reports grid, which is available in each module.
To open the grid
-
Click Select in the Grids and Schedules section of the Home tab.
-
Select Reports from the list of grids that is then displayed.
The Reports grid is then opened:

The grid shows a list of all previously defined reports for the module, including those supplied with AVEVA Instrumentation.
Note: Refer to Data Grids in AVEVA Instrumentation Projects for information on the grid controls, including how to select a record (a Report).
Access Rights to Reports
As with other Project data, different users may have different levels of access rights, as specified using the Security Manager module.
In addition to the standard access rights that may be associated with all types of Project data, users may have the following access rights to reports:
-
Full Access (No Edit Query) - users with this level of access have full access rights except that they cannot edit the SQL queries that reports are constructed from (see Create and Edit Custom Reports).
-
Read Only (Allow Issue & Revs) - users with this level of access cannot edit or delete reports but they may issue them (see Report Issues) and create revisions for them (see Report Revisions).
For further details of access rights, refer to the Security Manager module guide.
Reports - List Tools Options
The following options are located on the List Tools - Reports tab:
|
Records Section: |
|
|
Refresh |
These common options are also located on the Home tab. For further information, refer to Other Common Grid Commands. |
|
New |
|
|
Edit |
|
|
Delete |
|
|
Actions Section: |
|
|
Open |
Opens the selected report for viewing, printing and editing. |
|
Preferences |
Used to access and edit report preferences. For further information, refer to Report Preferences. |
|
Issue |
Issues and updates selected report(s). For further information, refer to Report Issues. |
|
Open Issues For Selected |
Displays the Issues window listing all the current issues for the selected report. For further information, refer to View Previous Issues. |
|
Open Issues For All |
Displays the Issues window. For further information, refer to View Previous Issues. |
|
Add Revisions |
Used to create a new revision. For further information, refer to Create a Revision. |
|
Edit Revisions |
Used to edit the current revision. For further information, refer to Edit a Revision. |
|
Open Revisions For Selected |
Displays a list of all drawings with revisions (and their revisions). For further information, refer to Viewing and Editing Multiple Document Revisions. |
|
Open Revisions For All |
Displays a list of all drawings with revisions (and their revisions). For further information, refer to Viewing and Editing Multiple Document Revisions. |
|
Highlight Documents for Reissue |
Used to highlight which issued reports include data that has been changed in the DB and therefore may need to be reissued. For further information, refer to Highlight Reports for Reissue. |
|
Import Section: |
|
|
From Template |
Used to import a report from a report template file. For further information, refer to Import from Report Templates. |
|
From Other Project |
Used to import reports from another AVEVA Instrumentation Project. For further information, refer to Import Reports from Another Project. |
|
Export Section: |
|
|
Export To Template |
Used to export a report to a report template file. For further information, refer to Export Report Templates. |
Note: Only the Refresh, New, and Open options are available when a fixed report is selected in the grid.