Create and Edit Custom Reports

Custom reports are reports defined by the user from SQL queries on Project data.

To create a custom report

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

   

2. Select the Custom option and click OK.

   The Custom Report Editor window is then displayed.

3. Custom reports can also be created by amending the queries from which reports generated from a list are constructed (see Create a New Report). Reports edited in this way are automatically converted into reports of the "custom" type. To edit a report in this way, click the Edit Query button on the AVEVA Instrumentation Report window, as described in Edit Report Details.

   The Custom Report Editor window is then opened, with the current queries of the report displayed.

   Revision sub-reports are also custom reports, and can be edited in the same way as other reports if required. For information on how to create a revision sub-report, refer to Create Revision Sub-Reports.

4. To edit a custom report, select it from the Reports list and click Edit.

   The Custom Report Editor window is then displayed.

   

Enter or Edit Basic Details

5. 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.

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

7. Enter a description in the Description field.

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

8. 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 check box is left unchecked.

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

Add and Edit Queries

To add an SQL query:

10. Click Add Query.

    The SQL Query Maker is then displayed, in which the query can be defined.

11. To edit an existing query, select it from the list beneath the button and click Edit Query.

    The SQL Query Maker is then displayed with definition of the selected query displayed for editing.

    

    Note: In order for user-defined properties to be available when constructing queries for custom reports, the Available for Custom Reports check box for those properties must be checked. For further information, refer to the Engineer or Process Engineer module documentation.

    Note: For security reasons, no data from the SecurityUser database table (user, password data etc.) cannot be retrieved or changed using the SQL queries. Data from other tables can be retrieved, but not changed.

    For information on how to use the SQL Query Maker, refer to the Active Query Builder User Guide, or visit www.activequerybuilder.com.

12. To delete a query, select it from the list beneath the button and click Delete Query.

    A message is displayed requesting that the deletion be confirmed. Click Yes to proceed.

13. Click Save to save changes to the report definition and exit the window or click Cancel to exit the window without saving.