Publish a dynamic workbook report

Dynamic Workbook reports include on-demand and scheduled reports. On-demand reports are executed at a user’s request. Scheduled reports are executed automatically on a defined schedule.

To publish a dynamic workbook report:

1. Create a workbook sheet and save it as an .xlsx file.

2. On the Historian tab, in the Publish group, click Dynamic Report. The Publish Report dialog box appears.

   The Report name box displays the name of the report as it appears on the AVEVA Information Server. This name is automatically created based on the name of the file that is being published.

3. In the Server list, click the name of the AVEVA Historian on which to store the report publishing information.

4. In the Report site list, select the URL of the AVEVA Information Server to which you want to publish the report.

   The report site may or may not be physically located on the AVEVA Historian computer.

5. In the Report type area, click either On demand or Scheduled, depending on the type of report you want to publish.

6. If you selected On demand, in the Report Group list, click the name of the physical folder on the report site where the on demand report is posted. Go to Step 9.

7. If you selected Scheduled, in the Schedules list, click the name of the time period that the scheduled report is run and posted to the AVEVA Information Server.

8. To run the scheduled report immediately without waiting for the selected time period to elapse first, click Run now.

9. Click OK. The Report successfully published dialog box appears.

   Note: The AVEVA Information Server periodically scans the publishing folders for changes. Therefore, a short delay may occur prior to the published report being displayed on the AVEVA Information Server.

10. To view the AVEVA Information Server, click Browse. Otherwise, click Done.