Editing a Report Package - PAS ICS Integrity - 7.3 - Help - Intergraph

ICS Integrity Help

Language
English
Product
PAS ICS Integrity
Subproduct
ICS
Search by Category
Help
PAS Version
7.3

After you create a report package, you can edit the package to change the reports to include in the package and configure those reports to meet your specific needs. You can add and remove reports in each package as needed. If you add a report to a report package, you need to configure that report in that package.

To configure and change included reports in a report package:

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

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

  3. In Package, click Edit package (the pencil icon) next to the report package name. The package details are displayed on the right.

  4. In Available Reports, select a report you want to add to 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 add to the report package. Use the up and down arrow buttons below the Included Reports list to order the reports in the package.

  5. If you want to remove a report from the package, in Included Reports, select a report you want to remove from the package, and then click the left arrow (<).

  6. Configure each report you added to the package by completing the following steps for each report you added 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.

  7. Click Save As, change any details for this package, and then click Save Package.