Configure custom reports

The custom reports feature allows you to create customized reports based on templates of available standard reports. This feature is useful for custom summary models such as KPI or Energy summary.

Add a custom report

1. Open AVEVA Production Accounting – Web.

2. Select Configurations.

3. Select Manage Reports.

   The Manage Reports page appears.

4. Select Add.

   The Create New Report pop-up window appears.

5. In the pop-up window, enter the following details:

   • Report Name: Enter a name for the custom report.

   • Base Report Template: Select a template from the list of available standard reports.

     

6. Select Create Report.

   The report is created and added to the list of custom reports in the Manage Reports page.

   You can also access the report from the Custom Reports menu. For more information, see Custom Reports.

Edit a custom report

7. In the Manage Reports page, select a report from the list of available custom reports.

   

8. Select Edit.

   The Rename Custom Report pop-up window appears.

9. Edit the report name.

   Note: You cannot edit the base report template. If required, you can create a new report with a different base report template.

10. Select Save.

    The report name is updated.

Delete a custom report

11. In the Manage Reports page, select a report from the list of available custom reports.

12. Select Delete.

    The Are you sure you want to delete record? pop-up window appears.

13. Select OK.

    The custom report is deleted.