Generate a Report

1. To generate the report, right-click on the item row and select the View Excel Report option from the menu that is then displayed.

   

2. The Excel Export Report dialog is then opened, with the generated report displayed:

   

   The report is generated using the selected template.

   Use the Zoom buttons, field and list of magnifications to zoom in and out.

   If there have been any changes to the data on the report since the report was last saved to Excel or printed, the cells containing the changed data may be displayed in the background colour specified on Fonts and Colours tab of the Options dialog. Whether or not Excel report change highlighting is used is specified on the Options tab of the Options dialog.

3. To save the report as an Excel spreadsheet, click Save To Excel. A standard Save As dialog is then displayed.

4. To print the report, click Print Excel Report.

5. A report can be issued, being that a copy of it can be saved to the database for later reference and comparison to later issues.

   To issue a report, click Issue. The Add Issue revision details dialog is then displayed:

Issue a Report

To issue a report, click Issue. The Add Issue revision details dialog is then displayed:

• The Issued Date field displays the current date and time. This will be assigned to the revision records when they are issued. It cannot be changed.

Issue a Major Revision

• If a major revision is to be issued, and the major revision identifier is to be incremented, check the Increment Major Revision checkbox. The major revision identifier will automatically be incremented according to the format selected for major revisions on Issue tab of the Options dialog.

• Alternatively, the identifier of the new major revision may be selected from the New Major Revision field. Depending on the options set on the Issue tab, this will either be:

  • from a list of values derived from a selected format (e.g. simple numbers, letters, etc.), or

  • from a list of values set up in the AVEVA P&ID Project Administration program.

    Values chosen for previous issues may not be selected again.

    Note: If the Increment Major Revision checkbox is checked or a new major revision identifier is selected from the New Major Revision list, the New Minor Revision list is disabled. When a major revision is issued, the minor revision is automatically set to the first minor revision identifier in the list (which may be null, for example, blank, depending on whether this option is enabled on the Issue Tab).

    Note: The initial major revision identifier may be "null" (blank), depending on whether this option is enabled on the Issue Tab. The minor revision identifier will be always be the first minor revision identifier in the list of minor revision identifiers, unless that is also null, in which case it will be the next identifier in the list (for example the first non-null value).

    Note: On the Issue Tab, the format selected for minor revision identifiers may be set to NONE. This means that only major revisions can be issued, and that the minor revision identifier will always be null.
    If NONE is selected as the minor revision identifier format, then major revision identifiers cannot be set to null (to avoid both revision identifiers being null). The null option will not be available for them.

Issue a Minor Revision

• If a minor revision is to be issued (and if this is possible - see the above note), select a new minor revision number from the New Minor Revision list. Depending on the options set on the Issue tab, this will either be:

  • from a list of values derived from a selected format (e.g. simple numbers, letters, etc.), or

  • from a list of values set up in the AVEVA P&ID Project Administration program.

    Values chosen for previous issues may not be selected again.

    Note: Selecting a minor revision identifier will disable the Increment Major Revision checkbox and New Major Revision list.

Complete the Issue

• Enter any notes or comments on the issue in the Description field.

• Press OK to save the issue.

  If designators for revisions have been placed on the template, they will be replaced by the appropriate revision numbers.

Other Functions

6. To open a previous issue of a report, select the Load Previous Issue option from the menu that is displayed when the arrow next to the Issue button is pressed, then select the required issue from the list of issues that is then displayed:

   

7. To highlight changes between the current report and a previous issue of the report, select the Highlight Issue Changes option from the menu that is displayed when the arrow next to the Issue button is pressed, then select the required issue from the list of issues that is then displayed.

   If there has been a change in an attribute since the selected issue, then that attribute's cell is highlighted. If a new row has been added, then the entire row is highlighted:

   

8. The Close button will close the report dialog.