Planning tool reports
- Last UpdatedAug 14, 2026
- 1 minute read
Assay produces files which can be used in third-party planning tools. These files are generally known as assay tables and contain a description of one or more crudes specified by a number of cuts and their property values.

A planning tool report is produced in the product according to a template. To produce a report, you typically do the following:
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Configure a template to some desired set of output specifications. A sample template is shipped with your version of the product. See Manage templates.
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Select one or more crudes from the database.
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Do either of the following:
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Click the Planning button in the Reports group of the Integration tab, then choose a report from the list.
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Right-click on the selected crudes and choose View Report > Planning Templates from the context menu, then choose a report from the list
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The report is generated. Click Close to close the generation dialog and display the report in a new window.