PI Reports

Save time with Automated PI System Reporting

Does your team rely on regular reports to review plant KPI data and planned vs current performance for your plant assets? 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.

How the PI Reports Engine Works

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. 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. 

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.

Automate your report generation

PI Reports uses your settings to automatically distribute up-to-date reports according to your schedule in Excel, PDF, HTML, or CSV format. The plugin can send to an individual’s email addresses or a distribution list via SMTP.  You can also opt for FTP/SFTP distribution to store electronic backups of each report or make the report data programmatically available for other systems.

Relax! Your reports are on the way

PI Reports Plugin Features

  • Easily pull PI System data into Excel with PI retrieval tags and auto-generate new reports in your preferred formats

  •  Includes a template for converting the Excel file to PDF for simplified distribution via PI Notifications

  • Any combination of PI tag value retrieval methods may be used to get the numbers you need at the time that your report is triggered

  • Process Plugins Foundation subscribers enjoy unlimited access to the templates library for specialized function displays like curve tables, draw curves, and the full set of 1997 thermodynamic properties of water and steam

Expert Consulting Services

Is your team too busy to automate their reporting? Not sure how to create the reports you need? No problem!

Process Innovations engineers are experts with the PI Asset Framework, Excel, and efficiently implementing report automations that save time and keep everyone up to date on the latest operations and asset data across your plant. To learn more about the plugin and your service options, simply request a demo below.

See the PI Reports Plugin in action. Request a demo today!