13 - Reporting in OpenPlant PID

Introduction

This tutorial provides a step-by-step guide on how to utilize the reporting tools in OpenPlant PID, as well as how to use the PlantSight Data Manager to generate comprehensive reports. Whether you're working on piping and instrumentation diagrams or managing project data, these tools can enhance your reporting capabilities and streamline your workflow.

Step 1: Accessing Reporting Tools in OpenPlant PID

• Load your OpenPlant PID application.
• Navigate to the “Piping” ribbon menu.
• Click on the “Reports” button.
• Select the “In Drawing Reports” tool from the options that appear.
• A list of predefined reports will load; choose the Equipment List report.
• Click on the “Place as table” button.

Step 2: Inserting and Refreshing the Report Table

• Click on the desired point in your drawing to place the report table.
• If you notice any missing descriptions (e.g., for a pump), right-click on the pump symbol in the PID drawing.
• Open the "Properties" dialog and enter a description (e.g., Offload Feed Pump).
• Right-click in the upper left-hand corner of the report frame you created and select “Refresh Table from Data Source” to update the table with the new descriptions.

Step 3: Generating External Reports

• Use the “External Reports” command to generate an Equipment Data report.
• Choose the report type and click the “Run Report” button.
• This will load the report editing tools.
• You can export the report to a PDF or various other formats. Note that this report will initially include only the data from the current PID.

Step 4: Accessing Cloud Data for Comprehensive Reporting

• Go back to the “Report Selector” dialog.
• Enable the Cloud button to pull data from PlantSight.
• Run the same report again to include all relevant information across the entire project. This feature allows you to obtain formatted reports without navigating away from your current view.

Step 5: Exploring Reporting Features in PlantSight

• Load your PlantSight project.
• Navigate to the “Queries” node under the Data Manager tool.
• Select the default Equipment List query; it will execute automatically.
• Click on the “Export to Excel” button.
• Name the file and click “Save” to store the Excel report.

Step 6: Utilizing Advanced Query Mode

• In the query builder, click on Advanced Mode in the upper right corner.
• You can enter a custom query, such as the example provided by the Bentley team.
• Click on the “Save As” button to name and save your custom query.
• When you execute the query, it will display more detailed information, including component IDs, equipment details, PID numbers, file names, and titles.

Conclusion

In this tutorial, you've learned how to effectively use the reporting tools in OpenPlant PID and PlantSight. By following these steps, you can create detailed reports, refresh data, and utilize advanced queries for comprehensive insights into your plant projects. Consider experimenting with the reporting features to find the best practices for your specific needs and project requirements.