cliu
0bff3698c2
User checked the report forms, the generate dialog and viewing text and HTML reports. The [ITEM:...] prompt filter does not limit the item browser (ISS-048). system-check: Stop-Service error while CI Server still restarts. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
45 lines
3.2 KiB
Markdown
45 lines
3.2 KiB
Markdown
---
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name: reporting
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description: >-
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CI Server R1.03 REPORT Service, report definitions and RQL. Use when the user wants to create,
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change, schedule or delete a report (daily / shift / hourly report, report triggered by an
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item value or status, ad-hoc report with parameters such as an item, object, date or list),
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write or debug an RQL query (SELECT from item_val, item_history, alarm_current, alarm_chrono,
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audit_trail, unit_df …, COLUMN formats, HEADER/FOOTER, cursors DECLARE/FETCH, LOOP, GPV_VALUE,
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@P0 parameters, @DATE), generate a report now (GENERATE), view, print or delete generated
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reports (REPORT_VAL), output a report to a file, CSV (SPOOL, @EXPORT) or HTML, use a logbook,
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set up report printers (printer device, destination, FILE / HARDCOPY output, PRINTER_DEV_DF,
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PRINTER_DEST_DF), try queries in the interactive report generator (rptgen -s rptgen.rpt), stop
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a hanging report (rptstp), check REPORT Service (rptman, rptge1, rptman.sup, rptge1.rpt,
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report_start), use the system reports (ALARM_HISTORY, AUDIT_TRAIL, ITEM_HISTORY, SYSTEM_LOG …),
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put a report component on a display, or use the Excel Add-in (DART) for reports. Sources
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IM 36K10C30-01EN, IM 36K10P20-01EN, IM 36K10R40-01EN, IM 36K10E10-01EN.
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---
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# Reporting (R1.03)
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Background: `knowledge/manuals/IM36K10C30-01EN.md` (report definition fields, scheduling and
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trigger behaviour, devices, generated reports, system reports), `IM36K10P20-01EN.md` (RQL),
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`IM36K10R40-01EN.md` (REPORT Service processes and set-up files), `IM36K10E10-01EN.md` (Excel
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Add-in), `IM36K10L50-01EN.md` (datasets, `dssqld`).
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Rules:
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- Run `system-check` first; follow the user's chosen way of working.
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- Report names ≤ 16 characters. Report queries only **read**, except `SPV_*` functions and
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`GPV_VALUE(<item>, <non-zero>)` (resets the item) — never use those without approval.
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- A scheduled report runs on its own; schedule at least every 10 minutes and set a lifetime, or
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generated reports pile up in history.
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- Generator set-up files (`tls\sup\*.rpt`), `rptman.sup` and `report_start.cmd` need admin rights
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and a restart: hand them to the user (skill `portal-setup`, `change-setup-file.md`).
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- Example names come from `CI-Eng-Sample` (`CIENG_TANK1`, `CIENG_INFLOW_HI`, `CIENG_HTML`,
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destination `CIENG_FILE`).
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| Task | File | Status |
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|---|---|---|
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| Check REPORT Service: processes, set-up files, system reports, stop a hanging report (`rptstp`) | `tasks/report-checks.md` | verified |
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| Try RQL in the interactive generator (`rptgen -s rptgen.rpt`), CSV with `SPOOL` | `tasks/rql-interactive.md` | verified |
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| Define reports by quick load (ad hoc with parameters, schedule, item trigger, HTML, logbook); generate, read, print, delete; remove | `tasks/define-reports.md` | verified (command line and Engineering Module) |
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| Report output to a file: printer device and destination | `tasks/output-devices.md` | verified |
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| Report component on a display; Operator Interface generate/view | C30 summary §5 | from docs |
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| Hardcopy printers, application devices, more generators, separate RPI servers | C30 summary §3, R40 summary §1, §3 | from docs |
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| Excel Add-in (DART) | E10 summary | from docs (Excel not installed on the test system) |
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