AVEVA™ Reports for Operations

The AVEVA™ Reports for Operations Course is a 3-day, instructor-led class designed to provide a fundamental understanding of the features and functionality of the AVEVA Reports for Operations software. The course provides lectures, demonstrations, and hands-on labs to supply and reinforce the knowledge necessary to design and generate reports with AVEVA Reports for Operations.

Upon completion of this course, you will be able to: 

  • Create and configure a Project 
  • Connect to System Platform data sources to use as data for reports 
  • Configure and run reports that include the following features:
    • Templates 
    • Single value displays 
    • Statistical elements 
    • Tables and Charts 
    • Batch reporting 
    • Alarms reports and analysis 
    • Dynamic web elements 
  • Use the Web Portal to access and generate reports 
  • Export report elements to Microsoft Excel 
  • Implement security for reporting projects

Module 1 – Introduction 

Section 1 – Course Introduction 

This section describes the objectives of the course, intended audience, prerequisites, and course agenda. 

Section 2 – AVEVA™ Reports for Operations Overview 

This section provides an overview of AVEVA™ Reports for Operations. 

Section 3 – System Requirements and Licensing 

This section explains the system requirements and licensing for AVEVA Reports for Operations. 

Module 2 – Projects and Project Settings 

Section 1 – Project Creation 

This section describes how to create a project within AVEVA™ Reports Studio. It goes on to explain how to configure connections to historical data sources using driver configurations and explains the requirements for connecting to AVEVA™ Application Server a live data source. 

Module 3 – Reports and Report Settings 

Section 1 – Page and Report Templates 

This section discusses the differences between page and report templates and explains how to create and use page and report templates. It goes on to demonstrate how to run the report, and how to generate a report within the Runtime Management Console. 

Module 4 – Basic Report Elements 

Section 1 – Report Elements 

This section explains how to use basic report elements in report design including: numeric values, graphic elements, text elements. It goes on to describe how to generate a dynamic report in the Runtime Management Console. 

Section 2 – Defined Time Periods 

This section explains how to use the Time Definition Manager to define time parameters for reports. 

Section 3 – Advanced SQL Conditions 

This section explains how to use the Advanced SQL Condition option to apply conditions to reporting elements. 

Module 5 – Table and Chart Elements 

Section 1 – Table Elements 

This section explains how to use table elements as report elements. 

Section 2 – Chart and Graph Elements 

This section explains how to use chart and graph elements in reports. 

Module 6 – Batch Reports 

Section 1 – Batch Parameters 

This section explains how to use the Batch Definition tool, how data quantity can affect batch data, how to define a Golden Batch, and how to use batch definitions as time parameters for report elements. 

Module 7 – Alarm Reporting 

Section 1 – Configure and Report Alarms 

This section describes alarm connectivity, and it goes on to explain the Alarm Table object as well as the Alarm and Events Filter Manager. 

Module 8 – Web Functionality 

Section 1 – Web Elements and Web-Enabled Reports 

This section explains how to add a report level, and Web Elements to control report objects. It goes on to describe how to activate the web reports server, and access and control a web-enabled report. 

Section 2 – Web Portal Features 

This section explains how the Web Reports server works and explains how to access previous instances of reports. It goes on to demonstrate how to generate new instances of reports as well as dynamic instances of reports. 

Module 9 – Project Security and User Management 

Section 1 – Project Security and User Management 

This section describes how to enable project security and set up users and user groups using Windows security. It goes on to explain how to assign privileges rights for report development, and access rights for the Runtime Management console, web portal, as well as specific reports. 

Appendix A – Reports and Microsoft Excel 

Section 1 – Excel Format Report Settings 

This section explains how to enable reports for a Microsoft Excel format, add report elements for output to Excel, limitations of report elements that can be used in Excel. It goes on to explain how to generate a report in the Excel format. 

Knowledge of the following tools, features, and technologies is required. 

  • Industrial automation software concepts 
    • From the AVEVA™ Application Server software product: 
  • Application Server Galaxy 
    • From the AVEVA™ Historian Server software product: 
  • Process and alarm historical data

Individuals who need to design and generate reports using AVEVA Reports for Operations software