Working with a Report Based on the Summary Report Style

The following procedure explains how to set up and print or export a report based on the Summary report style. Also included are instructions for using the optional Drilldown feature.

Complete the following steps:

1	Select one or more pipeline segments in the Select ROWs window. Choose pipeline segment(s) with facilities you want to include in the report. Click Save to close the window (Figure 15-21).

2	Click Reports/Graphs and then select a report in the menu to open a window with report property settings. If the Summary property settings window is not visible, click the Summary tab to open the window.

The following figure shows an example of the Summary property settings window for the Test Point Inspection Report (Figure 15-23).

3	Select an option to choose which facility records to include in the report. Click Selected ROWs to include facilities associated with the pipeline selection(s) in the Select ROWs window. Or, click Route and then select a route to include facilities associated with the selected route.

4	Click the down arrow in the field Select Layout Theme and choose a layout theme in the selection list. The layout theme determines which fields are included in the report.

5	Complete the following steps in the Sort Options group box:

a	Click the down arrow in the field Select Sort Theme and choose a sorting theme in the selection list. The sorting theme determines how PCS Axis sorts report data.

b	Choose a method for sorting inspection dates. Click Oldest First or Newest First in Sort Dates to sort records with the oldest or newest inspection dates first.

c	Choose an option for inserting a line between different groups of report data. Click the down arrow in the field Insert Lines Between Groups and choose an option in the selection list.

d	Choose an option that determines where a page break occurs in the report. Click the down arrow in the Page Breaks field and select an option in the selection list.

Figure 15-23. Test Point Inspection Report (Summary)

6	Select one or more of the following options as needed in the Options group box. Date range in filter criteria is determined by considering all time frame filters, such as inspection date, survey, and periodic survey filters.

•

Only include facilities with inspections during the reporting time period: When time frame filters are not selected in the Filters group box, such as inspection date, survey, or periodic survey filters, the report includes all inspections using the inspection date and time as the reporting time period.

If one or more time frame filters are selected in the Filters group box, the report only includes inspections for the selected time frame filter(s).

•	All inspections that meet the filter criteria: Report includes all inspections that meet filter criteria based on selections in the Filter group box.

•

Apply other filters to the most recent inspection found within report timeframe: This option finds the latest inspection within the reporting time frame first, and then applies all other filters selected in the Filter group box. The report only includes inspections for facilities when the latest record within the date range meets other filters.

•	The most recent inspection after the filter criteria has been met: This option applies all filter criteria first based on selections in the Filter group box, and then finds the latest inspection.

7	Select one or more of the following survey filters in the Filters group box. The Summary report requires at least one of these filter settings (Figure 15-24):

•	Survey is equal to

•	Periodic Survey is equal to

•	Periodic Survey Year is equal to

Note: PCS Axis disables the option Only show facilities with inspection records when the Summary report includes any of the following filter settings: Inspection Date is between, Survey is equal to, Periodic Survey is equal to, or Periodic Survey Year is equal to.

Figure 15-24. Test Point Inspection Report (Summary)

8	Select additional filters in the Filters group box as required. For example, click Active Facilities Only to only include active facilities in the report.

When adding a date filter, such as Inspection Date is between, set a date range using a calendar or dynamic dates in the following manner:

•	To set a date range using a calendar, click the down arrow in the start date field to open a calendar and select a date. Repeat this step for the end date field.

•	To set a date range using dynamic start and end dates, click the calculator button in the start date field and set up dynamic date properties. Repeat this step for the end date field. Clicking the calculator button opens and closes dynamic date property fields.

9	If you want to add the report in Favorite Reports, click Add Favorite.

Note: Once a report has been added as a favorite, you can remove the favorite report by opening the report and clicking Remove Favorite in the report options window.

10	If you want to work with report data in an interactive pivot table, click Drilldown to open the report in a new window.

See Understanding the Summary Drilldown Report for a description of operations you can perform in the pivot table.

11	To print the report:

a	Click Print to open the report in a preview window.

b	To print the report using the default printer set up in Windows, click the Quick Print button. To select a printer other than the default printer, click the Print button.