Creating a Report Package - Honeywell DOC4000 - 7.3 - Help - Intergraph

DOC4000 Help

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English
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Honeywell DOC4000
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Help
PAS Version
7.3

A report package can include one or more reports. When you create a report package, you first select the asset to define the type of assets to include in the reports. To run a report package, you need to know the asset selected when you created the package.

You can configure the report package to create a separate file for each report or to combine all the reports into a single file. You can also add a cover sheet and table of contents to the report package and define whether the reports are available for everyone or only for you.

To create a report package:

  1. Click Reports > Edit/Run Reports in the left navigation bar.

  2. In Asset, select the asset for which you want to create the report package.

  3. Click Create Package. The Create New Package pane is displayed on the right.

  4. In Report Package Name, type the name for the new report package. Since DOC4000 creates a folder with this name to store the reports, the name cannot contain some special characters, such as a backslash (\) or a hyphen (-).

  5. Select whether to make the report Public (available for all users) or Private (available only for the current user).

  6. Check any of the following options:

    • Combine Reports into a Single File

    • Generate Cover Sheet

    • Generate Table of Contents

  7. Click Save Package. The Available Reports pane replaces the Create New Package pane. The Available Reports pane allows you to select which reports to include in the report package.

  8. In Available Reports, select a report you want to include in the package, and then click the right arrow (>) to add the report to the Included Reports list. Repeat the step for each report you want to include in the report package. Use the up and down arrow buttons below the Included Reports list to order the reports in the package.

  9. Configure each report you included in the package by completing the following steps for each report in the Included Reports list:

    1. In Included Reports, select the report you want to configure. The report name in the list indicates if it is not yet configured.

    2. Click Configure below the Included Reports list. The Report Configuration pane is displayed at the bottom of the window.

    3. In Report title, type the title you want to use for the report.

    4. If you want to include a divider (separator) page before the report, check Include divider page. This blank page is helpful to separate reports when you combine reports in a package into a single file. You do not need to check this check box for the first report in the report package.

    5. In Export type, select whether you want to save the report in PDF or Excel format.

    6. If you want to include data for a specific time period, set the beginning and ending dates in Time Period.

    7. If you want to run this report for a different asset than you selected for the report package, select the asset for the report in the Asset field. You should select an asset of the same type as the asset you selected for the package. For example, if you selected a Honeywell EPKS asset when you started to create the report package, select a Honeywell EPKS asset in the Asset field.

    8. Specify other report configuration options as needed for the report you selected. For example, if you are configuring a Change Tracker, Properties, Query Results, or References report, you can choose whether to base the report on an existing saved query, or you can define the specific criteria for the data to include in the report.

    9. Click Save Config. The Included Reports list shows the report is configured.

After you create a report package and configure each report in the package, you can run that package to view, print, or save one or more of the reports in that package.