20

Advanced Reporting
UltraPIPEs Advanced Reporting module includes three reporting features for added reporting flexibility. These features are designed to provide the user with the ability to build customized reports from UltraPIPEs database to meet each customers unique needs. The following reporting options will be discussed in this chapter: MS Word Builder Report Package Ad Hoc Reports All of the above Advanced Reporting features can be found under UltraPIPEs Reports pulldown menu.

Chapter

MS Word Builder
This chapter will describe how to utilize the MS Word Builder. The MS Word builder uses Microsoft Word as its viewing/printing environment but the construction of the report is completed through UltraPIPEs own custom windows. Build reports that filter off any field in UltraPIPEs database, create an unlimited number of custom reports, and save them for quick access in the future. 1. Select the MS Word Builder option from UltraPIPEs Reports menu, OR 2. Select the icon from the toolbar.

The window shown in Figure 20 - 1 will be displayed.

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Figure 20 - 1 Custom MS Word Ad Hoc Reports Window

The MS Word Builder section will be divided into five parts, addressed in the following order: Designing a New Report Launching an Existing Report Editing an Existing Report Copying an Existing Report Deleting an Existing Report

Designing a New Report This section will step you through the process of creating a new custom report using the MS Word Ad Hoc Reporting feature. 1. Select the Design New Report button from the Custom MS Word Ad Hoc Reports window, shown in Figure 20 - 1. 2. The Create a New MS Word Ad Hoc Report window will be displayed (see Figure 20 - 2). 3. Name the MS Word Ad Hoc Report. Input a name for the MS Word Ad Hoc report in the Report Name field. This field will allow report names up to 32 characters long. The report name is used to save the report format for future use. It will NOT be displayed on the actual view/print of the report. Adding a Report Title will be discussed later in this section in step #10.

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Figure 20 - 2 Create a new MS Word Ad Hoc Report Window

4. Add fields to the MS Word Ad Hoc Report. Select the Add button in the top right hand corner of the Create a New MS Word Ad Hoc Report window, see Figure 20 - 2. The Add a field to the report window will appear.

Figure 20 - 3 Adding a field from UltraPIPEs database to an MS Word Ad Hoc Report

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Database Use this combo box to choose an UltraPIPE MS Access file type. There are two file types available, UPIPE, and UPIPETBL. The UPIPE database contains all equipment information including the equipment master listing, corrosion monitoring data, CAD link information, valve data, etc. The UPIPETBL contains the UltraPIPE support table information including component code tables, material code tables, and inspection personnel information. Table Choose a table from the selected MS Access file that contains the UltraPIPE field to be added to the report. The Table Description section describes what UltraPIPE data is stored in the table being displayed, see Figure 20 - 3. Num Records This field displays the number of records stored in the selected UltraPIPE database table. Table description This field describes the information that is contained in the selected UltraPIPE database table. Field Select a field from the chosen UltraPIPE database table. The displayed names are the actual field names within the UltraPIPE database table. Field Type This field describes the data stored in the selected MS Access field. If the field is a TEXT field then it will also indicate how many characters can be stored in the chosen field; i.e. TEXT-8 would indicate that the selected field stores up to 8 characters of text. Field Title in Report Use this field to customize the field name for the MS Word Ad Hoc report, the field title and field name do not have to match. The field title can be up to 50 characters. UltraPIPE will store the field titles given to each field name for reference when making future MS Ad Hoc Reports. Prompt for Field Value Check this box to filter the information displayed on the MS Word Ad Hoc Report using this field. There are three types of filters provided for these reports. The type of filter used depends on the type of data stored in the selected field; text filter, numeric filters, and an inclusive date range filter. For more details go to the Launch Report section of this chapter. Hide Field in Report Choose this check box to hide the field on the report. The field will be used as a filter, if the Prompt for Field check box is selected, but will not be displayed in the body of the report. OK button Click the OK button to add the selected field to the MS Ad Hoc Report. Cancel Select the Cancel button to return to the Create a new MS Word Ad Hoc Report window WITHOUT adding a field to the Ad Hoc Report. 5. When the field is added to the MS Word Ad Hoc Report it will appear in the Field Information list box, as seen in Figure 20 - 4. Below is a list of the column titles and a description of the information represented for each field added to the report.

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Database This column describes which UltraPIPE database file from which the field was chosen. Table This column indicates which table, from the selected UltraPIPE database, from which the field is being updated. Field name The actual field name being referenced from the UltraPIPE database table. V This column denotes the view status of a field. A Y shows that the Hide Field on Report check box has NOT been checked; therefore this field will be viewed on the report. An N indicates that the Hide Field on Report check box HAS been checked; therefore this field will not be viewed in the report. S This column describes the Sort Order status of the field. An A would indicate an ascending sort order setting and a D would indicate a descending sort order setting. The A or D will be followed by a number (A01, A02, A03 or D01, D02, D03) describing the priority the field plays in sorting the report records.

Figure 20 - 4 MS Word Ad Hoc Report field information displayed in the Field Information list box

P This column denotes which fields will be prompted for a value and used to filter the information for the Ad Hoc report. A Y will appear in this column for each field that the Prompt for Field Value check box was selected. An N will appear in this column for all fields that did not have the Prompt for Field Value check box selected. DT This column applies to numeric fields only. If a numeric field is added to a report, this column will indicate two features. The first number in this column indicates the number of decimal places to be displayed on the report. The second number denotes the
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type of filtering that has been selected for this numeric field. There are 7 types of numeric filters available: 0 Field = Number, 1 Field < Number, 2 Field < Number, 3 Field > number, 4 Field > Number, 5 Number1 < Field < Number2, and 6 Number1 < Field < Number2. Field Title The field description that will be displayed on the report. Type This column represents the type of data stored in the field. The number corresponds to a data type: 10 Text, 7 Numeric(Double Float), 8 Date, 1 Boolean, and 12 Memo. 6. Edit a selected fields information. Highlight a field and choose the Edit button, to the right of the Field Information list box. Edit the Field Title, Prompt for Field Value status, and/or Hide Field on Report status. 7. Arrange the field positions on the MS Word Ad Hoc report. Move Up button Highlight a field record and select the Move Up button to advance a fields vertical location in the Field Information list box. Move Down button Highlight a field record and select the Move Down button to lower a fields vertical location in the Field Information list box. The vertical position of a field in the Field Information list box designates the column location in the MS Word Ad Hoc Report. The field at the top of the list will be represented by the first column on the left side of the report. The last field in the list will be displayed as the last column on the right side of the report. 8. Remove unwanted fields from the MS Word Ad Hoc Report. Delete button Highlight the unwanted field and select the Delete button to remove it from the report. 9. Assign sort order logic to the fields in the MS Word Ad Hoc Report. Select the Sort Order button, the Record Sort Order window shown in Figure 20 - 5 will be accessed.

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Figure 20 - 5 Designing sort order logic for a MS Word Ad Hoc Report

Report Fields: list box Lists all fields currently assigned to the MS Word Ad Hoc Report. The field names are preceded by the database table name where the field is stored. Sort Fields: list box Lists all fields currently being used for sorting the records of the MS Word Ad Hoc Report. The table name and field name are preceded by an A or a D to indicate whether the field will be sorted in Ascending or Descending order. The report will sort the records based on the order of fields listed in the Sort Fields list box. Example: Shown in Figure 20 - 5 the records will first be sorted alphanumerically in Ascending order based on each records KBCMEQ.GROUP (Unit) field name. Next, all records that share the same KBCMEQ.GROUP field name will be sorted in Ascending, alphanumeric order based on each records KBCMEQ.EQ_CIRC_ID (Eq/Circ ID) field name. Finally, the records in the report that share the same KBCMEQ.GROUP (Unit) and KBCMEQ.EQ_CIRC_ID (Eq/Circ ID) field names will be sorted in alphanumeric order based on each records KBCMTMLS.TML_TXT (TML) field name. A sample result of this sort process can be seen in Table 20 - 1.
Unit 0043 0043 0043 0043 0043 0043 0043 0043 Eq/Circ ID D-0708 D-0708 D-0708 D-0708 W-0196 W-0196 W-0196 W-0196 TML 1.02 1.04 1.06 1.08 1.02 1.04 1.06 1.08

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0043 0043 0043 0043 DEMO DEMO DEMO DEMO DEMO DEMO DEMO DEMO DEMO DEMO DEMO DEMO

X-0950-SH X-0950-SH X-0950-SH X-0950-SH 0356-A2-1S-020 0356-A2-1S-020 0356-A2-1S-020 0356-A2-1S-020 1116-B2-1-043 1116-B2-1-043 1116-B2-1-043 1116-B2-1-043 AD301 AD301 AD301 AD301

1.02 1.04 1.06 1.08 1.00 2.00 3.00 4.00 1.00 2.00 3.00 4.00 1.00 2.00 3.00 4.00

Table 20 - 1 Example of sorting results

- To move a field from the Report Fields list box to the Sort Fields list box highlight the field name and select the Add -> button. You may also double click on the field name in the Report Fields list box to move it to the Sort Fields list box. - To move a field from the Sort Field list box to the Report Field list box highlight the field name and select the <- Remove button. You may also double click on the field name in the Sort Field list box to move it to the Report Fields list box. Sort Direction: - Choose the sorting direction for the field name highlighted in the Sort Fields: list box. Ascending Choose this sorting option to sort the records in alphanumeric order, as shown in Table 20 - 1. Descending Select this sorting option to arrange the records in reverse alphanumeric order.
HELPFUL HINT
Alphanumeric order arranges information in a column based on the numbers and/or letters at the beginning of each value. Values that begin with numbers are listed first according to their numeric value; 0, 1, 2, 3, etc. Values starting with letters are next, arranged in alphabetic order; A, B, C, etc. If two values start with the same letter or number, then their order is determined by the next character in the value; A1, A2, A3, etc.

OK button Click the OK button to save the sort order to the MS Word Ad Hoc Report and return to the Create a new MS Word Ad Hoc Report window, shown in Figure 20 - 2.

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Cancel Choose the Cancel button to return to the Create a new MS Word Ad Hoc Report window without saving the sort order shown in the Sort Fields list box. 10. Assign a Report Title to the MS Word Ad Hoc Report. Choose the Report Title button from the right side of the Create a new MS Word Ad Hoc Report window. The Report Title window shown in Figure 20 - 6 will be displayed.

Figure 20 - 6 Adding a Report Title to a MS Word Ad Hoc Report

Report Title Enter a Report Title into this field, the title can be up to 80 characters in length. The title entered here will be printed at the top of the MS Word Ad Hoc Report. OK button Select the OK button to save the Report Title and return to the Create a new MS Word Ad Hoc Report window. Cancel button Click on the Cancel button to close the Report Title window, without saving the input report title, and return to the Create a new MS Word Ad Hoc Report window. 11. Review the report Structured Query Language (SQL) logic. Click the SQL button to access the SQL statement to generate report window shown in Figure 20 - 7.

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Figure 20 - 7 Reviewing the Structured Query language (SQL) for the MS Word Ad Hoc Report

Ok button Click the OK button to save changes made to the SQL statement and return to the Create a new MS Word Ad Hoc Report window. Print button Select the Print button to print a hard copy of the SQL statement. SpellCheck button Choose the SpellCheck button to check the spelling of the text used in the SQL statement. Cancel button Select the Cancel button to return to the Create a new MS Word Ad Hoc Report without saving changes made to the SQL statement. 12. Preview the MS Word Ad Hoc Report. Select the Preview button in the bottom right hand corner of the Create a new MS Word Ad Hoc Report window to display the Launch Report window shown in Figure 20 - 8. Prompt for Field Value Before launching the MS Word Ad Hoc Report select the desired filtering criteria for each field assigned the Prompt for Field Value flag. In the example shown in Figure 20 - 8 all three field type prompts are available; text, numeric, and date prompts. To change the prompt logic or remove the field from the Launch Report window highlight the field in the Create a new MS Word Ad Hoc Report window and select the Edit button, see step 6 for more details. Text Prompts Text prompts allow the user to filter the report based on a user defined field value. Select an existing value from the

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database using the pick list, click the arrow to the right of the text prompt to access a list of current field values currently stored in the database, or type a field value directly into the text prompt. The report will only compile records from the database that match the user defined field value for each text prompt. As shown in Figure 20 - 8 wildcards are available to select a larger range of field values for a text prompt.

Figure 20 - 8 Previewing a MS Word Ad Hoc Report

Numeric Prompts Numeric prompts are represented by a button displaying the current numeric filter logic for a field. The Rep TMLcr (Representative TML Corrosion Rate) numeric prompt is currently configured to only compile those records that contain TMLs with a Representative Corrosion Rate greater than 15 MPY.

To change a numeric prompts filter value click on the numeric prompt logic button. The Numeric Prompt window, seen in Figure 20 - 9, will be accessed. To edit the numeric prompt logic highlight the field in the Create a new MS Word Ad Hoc Report window and select the Edit button, see step 6 for more details. Filter Value edit box type in the desired filter value to complete the filter logic statement, e.g. in Figure 20 - 9 the logic statement shows that only records that have a TML Representative Corrosion Rate greater than or equal (>=) to 15 MPY will be

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displayed on the report. For more details on the available filter logic statements see step #5.

Figure 20 - 9 Changing a Numeric Prompts filter value

OK button Select the OK button to save changes to the Numeric Prompt value. Inclusive Date Range Prompt Configure the beginning and ending date fields to filter date fields assigned the Prompt for Field Value setting. Only records that have associated dates that fall within the configured inclusive date range will be displayed on the ad hoc report.

Send report to printer without pausing Select this check box to print the report BEFORE previewing the Ad Hoc report in MS Word. Launch Report button Click on the Launch Report button to compile the records from the UltraPIPE database that meet the configured filtering logic, launch MS Word, and build the Ad Hoc report. Done button Choose the Done button when you are finished previewing your new MS Word Ad Hoc report and return to the Create a new MS Word Ad Hoc Report window. 13. Save the new MS Word Ad Hoc report. Select the OK button at the bottom of the Create a new MS Word Ad Hoc Report window to save the new report. Select the Cancel button to leave the Create a new MS Word Ad Hoc Report window without saving a new report. Before returning to the main Custom MS Word Ad Hoc Reports window, shown in Figure 20 - 1, a confirmation window will be displayed. Select the Yes button to abandon the new Ad Hoc report and return to the Custom MS Word Ad Hoc Reports window or choose the No button to return to the Create a new MS Word Ad Hoc Report window to save the new Ad Hoc report.

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Figure 20 - 10 Abandon new Ad Hoc Report Confirmation Window

Launching an Existing Report After creating a custom MS Word report, as described in the Design A New Report section above, the report configuration will be saved in the UltraPIPE database for future use. This section of the MS Word Builder manual will step you through the process of launching existing MS Word Ad Hoc reports stored in UltraPIPEs MS Word Builder application. 1. Select the MS Word Builder option from the Reports menu, or 2. Select the icon from the toolbar.

The window shown in Figure 20 - 11 will be displayed.

Figure 20 - 11 Custom MS Word Ad Hoc Reports Window

1. Choose an existing Ad Hoc report from the Existing Ad Hoc Reports pull down menu. To create a new report, select the Design New Report button and follow the step-by-step instructions in the previous section. 2. Select the Launch Report button to configure the report filters and launch the report. All fields assigned the Prompt for Value setting will be displayed as seen in Figure 20 - 12.

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Figure 20 - 12 Launching a MS Word Ad Hoc Report

3. Before launching the MS Word Ad Hoc Report, select the desired filtering criteria for each field assigned the Prompt for Field Value flag. In the example shown in Figure 20 - 12, all three field type prompts are available; text, numeric, and date prompts. To change the prompt logic or remove the field from the Launch Report window highlight the field in the Create a new MS Word Ad Hoc Report window and select the Edit button, see step 6 for more details. Text Prompts Text prompts allow the user to filter the report based on a user defined field value. Select an existing value from the database using the pick list, click the arrow to the right of the text prompt to access a list of current field values currently stored in the database, or type a field value directly into the text prompt. The report will only compile records from the database that match the user defined field value for each text prompt. As shown in Figure 20 - 12, wildcards are available to select a larger range of field values for a text prompt. Numeric Prompts Numeric prompts are represented by a button displaying the current numeric filter logic for a field. As shown in Figure 20 - 12, the TML RCR (Representative TML Corrosion Rate) numeric prompt is currently configured to only compile those records that contain TMLs with a Representative Corrosion Rate greater than 15 MPY.

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To change a numeric prompts filter value click on the numeric prompt logic button. The Numeric Prompt window, seen in Figure 20 - 13, will be accessed. To edit the numeric prompt logic highlight the field in the Create a new MS Word Ad Hoc Report window and select the Edit button, see step 6 for more details. Filter Value edit box Type in the desired filter value to complete the filter logic statement, e.g. in Figure 20 - 13 the logic statement shows that only records that have a TML Representative Corrosion Rate greater than or equal (>=) to 15 MPY will be displayed on the report. For more details on the available filter logic statements see step #5 in the Deigning a New Report section.

Figure 20 - 13 Changing a Numeric Prompts Filter Value

OK button Select the OK button to save changes to the Numeric Prompt value.

Inclusive Date Range Prompt Configure the beginning and ending date fields to
filter date fields assigned the Prompt for Field Value setting. Only records that have associated dates that fall within the configured inclusive date range will be displayed on the ad hoc report.

4. Select the Send report to printer without pausing check box to print the report BEFORE previewing the Ad Hoc report in MS Word. 5. Click on the Launch Report button to compile the records from the UltraPIPE database that meet the configured filtering logic, launch MS Word, and build the Ad Hoc report. 6. Choose the Done button when you are finished viewing/printing the MS Word Ad Hoc report and return to the Custom MS Word Ad Hoc Reports window, shown in Figure 20 - 11. Editing an Existing Report After creating a custom MS Word report, as described in the Design A New Report section above, the report configuration will be saved in the UltraPIPE database for future use. This section of the MS Word Builder manual will step you through the process of editing the format of existing MS Word Ad Hoc reports stored in UltraPIPEs MS Word Builder application. 1. Select the MS Word Builder option from the Reports menu, Or

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2. Select the

icon from the toolbar.

The window shown in Figure 20 - 14 will be displayed.

Figure 20 - 14 Custom MS Word Ad Hoc Reports Window

1. Choose an existing Ad Hoc report from the Existing Ad Hoc Reports pull down menu. To create a new report, select the Design New Report button and follow the step-by-step instructions in the Designing a New Report section. 2. Select the Edit Report button to access the Edit an Existing MS Word Ad Hoc Report window, displayed in Figure 20 - 15.

Figure 20 - 15 Editing an existing MS Word Ad Hoc Report

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3. Add new fields to the MS Word Ad Hoc Report. Select the Add button in the top right hand corner of the Edit an MS Word Ad Hoc Report window, see Figure 20 15. The Add a field to the report window will appear.

Figure 20 - 16 Adding a Field from UltraPIPEs Database to a MS Word Ad Hoc Report

Database Use this combo box to choose an UltraPIPE MS Access file type. There are two file types available, UPIPE, and UPIPETBL. The UPIPE database contains all equipment information including the equipment master listing, corrosion monitoring data, CAD link information, valve data, etc. The UPIPETBL contains the UltraPIPE support table information including component code tables, material code tables, and inspection personnel information. Table Choose a table from the selected MS Access file that contains the UltraPIPE field to be added to the report. The Table Description section describes what UltraPIPE data is stored in the table being displayed, see Figure 20 - 16. Num Records This field displays the number of records stored in the selected UltraPIPE database table. Table description This field describes the information that is contained in the selected UltraPIPE database table. Field Select a field from the chosen UltraPIPE database table. The displayed names are the actual field names within the UltraPIPE database table. Field Type This field describes the data stored in the selected MS Access field. If the field is a TEXT field then it will also indicate how many characters can be stored in the

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chosen field; i.e. TEXT-8 would indicate that the selected field stores up to 8 characters of text. Field Title in Report Use this field to customize the field name for the MS Word Ad Hoc report, the field title and field name do not have to match. The field title can be up to 50 characters. UltraPIPE will store the field titles given to each field name for reference when making future MS Ad Hoc Reports. Prompt for Field Value Check this box to filter the information displayed on the MS Word Ad Hoc Report using this field. There are three types of filters provided for these reports. The type of filter used depends on the type of data stored in the selected field; text filter, numeric filters, and an inclusive date range filter. For more details go to the Launch Report section of this chapter. Hide Field in Report Choose this check box to hide the field on the report. The field will be used as a filter, if the Prompt for Field check box is selected, but will not be displayed in the body of the report. OK button Click the OK button to add the selected field to the MS Ad Hoc Report. Cancel Select the Cancel button to return to the Edit an MS Word Ad Hoc Report window WITHOUT adding a field to the Ad Hoc Report. 4. Each field associated to the MS Word Ad Hoc Report it will appear in the Field Information list box, as seen in Figure 20 - 15. Below is a list of the column titles and a description of the information represented for each field added to the report. Database This column describes which UltraPIPE database file from which the field was chosen. Table This column indicates which table, from the selected UltraPIPE database, from which the field is being updated. Field name This column indicates the actual field name being referenced from the UltraPIPE database table. V This column denotes the view status of a field. A Y shows that the Hide Field on Report check box has NOT been checked; therefore this field will be viewed on the report. An N indicates that the Hide Field on Report check box HAS been checked; therefore this field will not be viewed in the report. S This column describes the Sort Order status of the field. An A would indicate an ascending sort order setting and a D would indicate a descending sort order setting. The A or D will be followed by a number (A01, A02, A03 or D01, D02, D03) describing the priority the field plays in sorting the report records. P This column denotes which fields will be prompted for a value and used to filter the information for the AD Hoc report. A Y will appear in this column for each field that

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the Prompt for Field Value check box was selected. An N will appear in this column for all fields that did not have the Prompt for Field Value check box selected. DT This column applies to numeric fields only. If a numeric field is added to a report, this column will indicate two features. The first number in this column indicates the number of decimal places to be displayed on the report. The second number denotes the type of filtering that has been selected for this numeric field. There are 7 types of numeric filters available; 0 Field = Number, 1 Field < Number, 2 Field < Number, 3 Field > number, 4 Field > Number, 5 Number1 < Field < Number2, and 6 Number1 < Field < Number2. Field Title The field description that will be displayed on the report. Type This column represents the type of data stored in the field. The number corresponds to a data type; 10 Text, 7 Numeric(Double Float), 8 Date, 1 Boolean, and 12 Memo. 5. Edit a selected fields information. Highlight a field and choose the Edit button, to the right of the Field Information list box, as seen in Figure 20 - 15. Edit the Field Title, Prompt for Field Value status, and/or Hide Field on Report status. 6. Edit the field positions on the MS Word Ad Hoc report. Move Up button Highlight a field record and select the Move Up button to advance a fields vertical location in the Field Information list box. Move Down button Highlight a field record and select the Move Down button to lower a fields vertical location in the Field Information list box. The vertical position of a field in the Field Information list box designates the column location in the MS Word Ad Hoc Report. The field at the top of the list will be represented by the first column on the left side of the report. The last field in the list will be displayed as the last column on the right side of the report. 7. Remove unwanted fields from the MS Word Ad Hoc Report. Delete button Highlight the unwanted field and select the Delete button to remove it from the report. 8. Edit the sort order logic of the fields in the MS Word Ad Hoc Report. Select the Sort Order button, the Record Sort Order window shown in Figure 20 - 17 will be accessed. Report Fields: list box Lists all fields currently assigned to the MS Word Ad Hoc Report. The field names are preceded by the database table name were the field is stored. Sort Fields: list box Lists all fields currently being used for sorting the records of the MS Word Ad Hoc Report. The table name and field name are preceded by an A or a D to indicate whether the field will be sorted in Ascending or Descending order.

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The report will sort the records based on the order of fields listed in the Sort Fields list box. For more information on the MS Word Ad Hoc Reports sorting logic.

Figure 20 - 17 Editing Sort Order Logic for a MS Word Ad Hoc Report

- To move a field from the Report Fields list box to the Sort Fields list box highlight the field name and select the Add -> button. You may also double click on the field name in the Report Fields list box to move it to the Sort Fields list box. - To move a field from the Sort Field list box to the Report Field list box highlight the field name and select the <- Remove button. You may also double click on the field name in the Sort Field list box to move it to the Report Fields list box. Sort Direction: - Choose the sorting direction for the field name highlighted in the Sort Fields: list box. Ascending Choose this sorting option to sort the records in alphanumeric order. Descending Select this sorting option to arrange the records in reverse alphanumeric order.
HELPFUL HINT
Alphanumeric order arranges information in a column based on the numbers and/or letters at the beginning of each value. Values that begin with numbers are listed first according to their numeric value; 0, 1, 2, 3, etc. Values starting with letters are next, arranged in alphabetic order; A, B, C, etc. If two values start with the same letter or number, then their order is determined by the next character in the value; A1, A2, A3, etc.

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OK button Click the OK button to save changes the sort order and return to the Edit an MS Word Ad Hoc Report window, shown in Figure 20 - 15. Cancel Choose the Cancel button to return to the Edit an MS Word Ad Hoc Report window without saving changes to the sort order. 9. Edit the MS Word Ad Hoc Report Title. Choose the Report Title button from the right side of the Create a new MS Word Ad Hoc Report window. The Report Title window shown in Figure 20 - 18 will be displayed.

Figure 20 - 18 Editing the MS Word Ad Hoc Report Title

Report Title Edit the Report Title in this field, the title can be up to 80 characters in length. The title entered here will be printed at the top of the MS Word Ad Hoc Report. OK button Select the OK button to save changes to the Report Title and return to the Edit an MS Word Ad Hoc Report window. Cancel button Click on the Cancel button to close the Report Title window, without saving changes to the report title, and return to the Edit an MS Word Ad Hoc Report window. 10. Edit the report Structured Query Language (SQL) logic. Click the SQL button to access the SQL statement to generate report window shown in Figure 20 - 19. Ok button Click the OK button to save changes made to the SQL statement and return to the Edit an MS Word Ad Hoc Report window. Print button Select the Print button to print a hard copy of the SQL statement. SpellCheck button Choose the SpellCheck button to check the spelling of the text used in the SQL statement. Cancel button Pick the Cancel button to return to the Edit an MS Word Ad Hoc Report window without saving changes made to the SQL statement.

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Figure 20 - 19 Editing the Structured Query language (SQL) for the MS Word Ad Hoc Report

11. Preview the changes made to the MS Word Ad Hoc Report. Select the Preview button in the bottom right hand corner of the Edit an MS Word Ad Hoc Report window to display the Launch Report window shown in Figure 20 - 20. Before launching the MS Word Ad Hoc Report select, the desired filtering criteria for each field assigned the Prompt for Field Value flag. In the example shown in Figure 20 - 20 all three field type prompts are available; text, numeric, and date prompts. For more information, see the Launching MS Word Ad Hoc Reports section of this Chapter. Send report to printer without pausing Select this check box to print the report BEFORE previewing the Ad Hoc report in MS Word. Launch Report button Click on the Launch Report button to compile the records from the UltraPIPE database that meet the configured filtering logic, launch MS Word, and build the Ad Hoc report. Done button Choose the Done button when you are finished previewing your new MS Word Ad Hoc report and return to the Create a new MS Word Ad Hoc Report window.

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Figure 20 - 20 Previewing changes made to an existing MS Word Ad Hoc Report

12. Save changes made to the MS Word Ad Hoc report. Select the OK button at the bottom of the Edit an MS Word Ad Hoc Report window to save changes to the report. Select the Cancel button to leave the Edit an MS Word Ad Hoc Report window without saving changes made to the report. Before returning to the main Custom MS Word Ad Hoc Reports window, shown in Figure 20 - 15, a confirmation window will be displayed. Select the Yes button to abandon the new Ad Hoc report and return to the Custom MS Word Ad Hoc Reports window or choose the No button to return to the Create a new MS Word Ad Hoc Report window to save the new Ad Hoc report.

Figure 20 - 21 Abandon changes to the Ad Hoc report confirmation window

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Copying an Existing Report After creating a custom MS Word report, as described in the Designing a New Report section, the report configuration will be saved in the UltraPIPE database for future use. This section of the MS Word Builder manual will step you through the process of copying the format of an existing MS Word Ad Hoc reports stored in UltraPIPEs MS Word Builder application to a new MS Word Ad Hoc Report. 1. Select the MS Word Builder option from the Reports menu Or 2. Select the icon from the toolbar.

The window shown in Figure 20 - 22 will be displayed.

Figure 20 - 22 Custom MS Word Ad Hoc Reports Window

1. Select an existing Ad Hoc report from the Existing Ad Hoc Reports pull down menu. To create a new report, select the Design New Report button and follow the step-by-step instructions in the Designing a New Report section. 2. Choose the Copy Report button to copy the format of the selected MS Word Ad Hoc Report to a new report. The Copy an Ad Hoc Report window shown in Figure 20 - 23 will be accessed.

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Figure 20 - 23 Copying an existing MS Word Ad Hoc Report

3. Enter the name of the new MS Word report into the New report name field. The new report name can be up to 32 characters. 4. Select the Copy button to save the report format of the MS Word report displayed in the Name of report to copy field to the new report name. 5. Choose the Cancel button to exit the Copy an Ad Hoc Report window without copying the selected report. Deleting an Existing Report After creating a custom MS Word report, as described in the Design A New Report section above, the report configuration will be saved in the UltraPIPE database for future use. This section of the MS Word Builder manual will step you through the process of deleting an existing MS Word Ad Hoc reports stored in UltraPIPEs MS Word Builder application. 1. Select the MS Word Builder option from the Reports menu Or 2. Select the icon from the toolbar.

The window shown in Figure 20 - 24 will be displayed.

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Figure 20 - 24 Custom MS Word Ad Hoc Reports Window

1. Choose an existing Ad Hoc report from the Existing Ad Hoc Reports pull down menu. To create a new report, select the Design New Report button and follow the step-by-step instructions in the Designing a New Report section. 2. Click on the Delete Report button to remove the selected MS Word Ad Hoc Report from the UltraPIPE database. The window shown in Figure 20 - 25 will appear to confirm the deletion of the Ad Hoc report.

Figure 20 - 25 Deleting an existing MS Word Ad Hoc Report Confirmation Window

3. Select the Yes button to continue deleting the Ad Hoc report or choose the No button to abort the deletion of the Ad Hoc report.

Report Package
The Report Package module provides you with the capability to record and save a sequence of multiple UltraPIPE text based reports normally printed as a package for a certain requirement. Once the sequence is recorded and saved to a Report Package Name, the same report package can be printed in the future with simplified procedures. A saved package can be printed with some modification of the original report parameters when selected; but only slightly. The Area Eq/Circ ID (including wildcard criteria) input and the date range of Date From to Date To Range for schedule listings can be changed. A Package Copy feature simplifies creating similar packages when these changes are not sufficient.

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Color Graphic Reports and Eq/Circ ID CAD Drawings cannot be included in a Report Package. In addition, there is a limitation when using multiple Crystal Fixed Format Text Reports in a package. This is due to a limitation with the Crystal Program; which is out of the control of UltraPIPE. The limitation can be avoided by using MS Word Fixed Format Text Reports. Not all mixes of multiple Crystal Fixed Format Text Reports in a package will cause the problem. If you want to use Crystal, then an experiment is required to test for the problem. When Crystal launches a report, it keeps a lock on the database that was used for the report. The database is not released for the next report until the first Crystal report is closed. This causes a problem printing multiple reports that share a common database. For some Crystal reports, auxiliary database tables are used so the problem will not be only associated with the UPIPE.MDB file. If you have this problem the following two messages will appear:

Figure 20 - 26- Error messages when multiple Crystal Fixed Format Text Reports share the same database.

Note that you can easily edit an existing Report Package with this problem to use MS Word. Click on the Edit Recording button on the Report Package Edit window (Reference Figure 20-31 below) and change the first line of each report in the package: [ReportType] = [Crystal] change to [ReportType] = [Word]

Use the following method to access the Report Package Option: Select the Report Packages> option from the Reports menu as shown in Figure 20 - 27.

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Figure 20 - 27 Selection the Report Package Option

There are two options: Add/Edit/Delete a Report Package and Run a Report Package available for selection as shown in Figure 20 - 27. These two options are discussed below. Add/Edit/Delete a Report Package This section will step you through the process of creating a new Report Package. Select the Add/Edit/Delete a Report Package option from the Report Packages pulldown option as shown in Figure 20 - 27. The following window will display as shown in Figure 20 - 28. If any Report Packages exist, the first Package in alphabetical order will display.

Figure 20 - 28 Add/Edit/Copy/Run a Report Package Option

The buttons on this window provide the following functionality: View - Provides a listing of all current Report Packages for review and selection. Clicking on View generates the following window:

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Figure 20 - 29 View Report Packages Option

Add Package - Allows a user to assign a Name and Description to a Report Package and initiate the UltraPIPE recording mode that will record all report procedures until recording is stopped.

Figure 20 - 30 Add a Report Package Option

The first step is to enter a suitable name and description for the package. Then select the Start Recording button. When recording is initiated, all report sequences are saved to a text file for duplication later.

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HELPFUL HINT
Do not forget that the Record Mode will remain active when designing a Report Package until recording is manually stopped.

As a reminder, UltraPIPE displays the following small window. The word Recording will also display on the bottom border of the UltraPIPE Main Window.

Figure 20 - 30 Recording reminder window

The recording will be saved as a text macro in an UltraPIPE Memo field. All Fixed Format Text Reports, all Inspection Activity Reports, and all MS Word Builder Reports are eligible for a Report Package.
HELPFUL HINT
The new check box in the View/Print Inspection Activity Reports window called Show the most recent reports only allows a user to design a Report Package that will automatically print the most recent Activity of any type.

When the sequence of reports required for a Report Package is completed, select the Stop button. Edit Package - Allows a user to Edit the selected Report Package two ways.

Figure 20 - 31 Report Package Edit Option

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1. The Edit Recording button allow for the review and edit of the actual text recorded for a Report Package. An advanced user can make manual changes to tweak a Report Package. 2. The Append Recording option will start the Recording mode and allow additional report sequences to be added or appended to the previous recording. Delete Package Allows a user to delete an existing package.

Figure 20 - 32 Delete Report Packages Option

Copy Package - Allows a user to easily create a similar package to an existing package. The Report Package Edit feature will then allow modifications to the package as required.

Figure 20 - 33 Copy Package Option

Run Package - This short-cut button allows a user to run a package immediately after it is created or edited. For additional details, see the following section.

Run a Report Package This section will step you through the process of running and existing Report Package. Select the Run Report Package option from the Report Packages pull-down option. The following window will display as shown in Figure 20 - 34.

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Figure 20 - 34 Run an existing Report Package

The buttons on this window provide the following functionality: Use Recorded Mode - This option will run the Report Package exactly as designed. Specify New Parameters - This option will allow the selected Report Package to be modified for this output to some degree. The Area and Eq/Circ ID fields can be changes as well as the Date Range for any fixed format text report with a date range. The window appears as follows with this option selected:

Figure 20 - 35 Run an existing Report Package with Specify New Parameters

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Ad Hoc Reports
The Ad Hoc Reports module provides you with the capability to develop custom reports or listings based on user criteria of existing database fields as well as graphic representation of this data. In addition, the delivered fixed format text reports for Crystal can be modified with the Crystal Reports. The fields will include both raw data (i.e. design temperature, material code, size, etc.) and calculated information (corrosion rates, remaining life, etc.). Numeric fields allow specific criteria or a range of values for an input. In addition, various operations can be performed on numeric fields. Alphanumeric fields allow specific information with listings or a wildcard input for any characters. Use either of the following methods to access ad hoc reports: 1. Select the Ad Hoc Reports option from the Reports menu. Or 2. Select the icon from the toolbar.

Crystal Reports will be initialized. Refer to your Crystal Reports manual for more information on using Crystal Reports. The UltraPIPE Ad-Hoc Option provides: 1. An UltraPIPE menu item and short-cut icon to start the Crystal Reports program. 2. Telephone and Fax Support for Crystal Reports related to use with UltraPIPE under standard support policy. UltraPIPE does NOT supply a license for Crystal Reports. You must purchase this separately. Crystal Standard V7.0 or later is required. Currently Crystal V7.0 Standard and Professional are available and the recommended version for new purchases. The Standard version is all that is required with the MS Access database used by UltraPIPE. The Professional version will also work with SQL databases like Oracle and SQL Server.

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