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Working with a Report Based on the Columnar Report Style

Complete the following steps with one or more pipeline segments chosen in the Select ROWs window:

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

   

   Test Point Inspection Report

2. Select one of the following options to choose which facility records to include in the report:

   1. Click the option Selected ROWs to include facilities associated with the pipeline selection(s) in the Select ROWs window.

   2. Click the Route option and then select a route to include facilities associated with the selected route.

3. 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, paper and font settings, and additional print options such as including a signature line in the report.

4. 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 sorts report data.

5. 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.

6. 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.

7. 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.

8. 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 show facilities with inspections: 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.

   • Indicate missing inspection readings: This option includes an empty box in the report for each missing inspection reading.

9. Select one or more options in the Filters group box to filter report data according to your filter selection(s). For example, click Currently Active Facilities Only to only include currently active facilities in the report.

   PCS disables the option Only show facilities with inspection records when the Columnar 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.

   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.

10. If you want to add the report in Favorite Reports (Reports/Graphs > Favorite Reports), click Add Favorite.

11. To export the report:

    1. Click Export to open the Export File dialog box.

    2. Choose an export file type. Click the down arrow in the Save as type field and select one of the following file types:

       • Excel files (*.xlsx)

       • Text files (*.txt, *.csv)

       • XML files (*.xml)

12. To print the report:

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

    2. 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.