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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 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 Summary property settings window is not visible, click the Summary tab to open the window.

   

   Test Point Inspection Report (Summary)

2. 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.

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.

   Only public themes are available for selection. If you would like to use a private theme, your company's system administrator must make your private theme a public one.

4. 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.

5. 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:

   • Survey is equal to

   • Periodic Survey is equal to

   • Periodic Survey Year is equal to

   PCS 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.

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

7. 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.

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

9. 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 more information.

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

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