PI Reports Engine

Automated Reporting for PI

Save Time: Automate Your PI System Reports

Does your team rely on regular reports to review plant KPI data? Updating monthly, daily, and hourly can burn hundreds of man-hours each year. Significantly reduce time-wasting manual report compilation and distribution and free engineers for more important tasks. This PI System plugin automates daily, weekly, and monthly Excel report generation and timely distribution.

  • Auto-generate reports in your preferred formats
  • Schedule automated report generation and delivery
  • Optional specialized template library functions
  • Imports PI System data into your Excel file
  • Template for converting the Excel file to PDF
  • Use any PI tag value retrieval methods

How the PI Reports Engine Works

Setting up reports using PI Reports Engine is straightforward, thanks to its Excel integration. And you can automate reporting, to free you for other tasks.

Set Up Your Report

Identify your report’s filename, storage path, frequency, and formats. Simple report settings allow you to set hourly, daily, weekly, or monthly report distribution intervals. Event Frames can also be used to trigger PI Notifications which can send a SOAP message to PI Reports.

Build Your Report In Excel

Create and format your report as usual in your spreadsheet program then upload it to PI Reports. The plugin leverages PI DataLink to allow the insertion of PI data fields. You can take advantage of any calculations or data transformations you have already set up in your PI System and any number of formula attributes using the write-to-row naming convention. Add your own formulae and formatting as needed for clear analysis and ease of viewing.

Optionally Include Specialized Template Library Functions

With the Process Plugins foundation in place, you’ll have unlimited access to their templates library for access to advanced analytics functions plus the full set of 1997 thermodynamic properties of water and steam. Simply choose the library items you need.

PI Reports Engine Does Its Magic

The engine reads your report, extracts the field variables to a SQL server database where data queries are automated each time you need an updated instance of the report.

Automate Your Report Generation

PI Reports uses your settings to automatically distribute reports according to your schedule (daily, weekly, monthly, etc.) in Excel, PDF, HTML, or CSV format.

Relax, Your Reports Are on the Way!

PI Reports plugin can send individual emails or to a distribution list. You can also opt for FTP/SFTP distribution to store electronic backups or make the report data available for other systems.

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