Create an Optimization Report

Activity Steps

  1. Process strategic planning data to the appropriate stage using the Tasks pane or equivalent ribbon entries.

  2. If not already displayed, display the Reports window.

  3. Activate the Optimization ribbon.

  4. Select New Report.

    The Select fields for reporting screen displays.

  5. Choose a Report type, for example Pit and Phases.

  6. Choose how numeric data will be presented:

    1. To present numeric data incrementally by reporting period without accumulation, choose Incremental.

    2. To accumulate values throughout the reporting calendar range, choose Cumulative.

  7. Provide a Report name.

  8. Reporting fields can be stored within or retrieved from a template. This can help to make reports consistent for a given reporting type.

    • To store the current reporting field statuses in an external (.xml) file:

      1. Select Save template.

      2. Enter a File name.

      3. Click Save.

    • To retrieve field statuses stored in an external file:

      1. Select Load Template.

      2. Locate the .xml file containing the file statuses to restore.

      3. Click Open.

        Field statuses update to display settings stored in the file.

  9. To create a new chart item based on any available scheduling parameter:

    1. Click Custom Report Items.

      The custom fields options display.

    2. To add a new custom reporting item:

      1. Click Add.

      2. Click Rename and enter an appropriate reporting item name by typing over the original.

      3. Double click one or more of the available Parameters to transfer them to the Formula list.

      4. Edit the formula using standard operators and comparators. For example =Revenue-(Processing Cost+Mining Cost+Capital Costs)

        Note: Don't forget the leading "=" or the formula will be invalid. Invalid formulae are indicated by a red Formula group border and a disabled OK button.

    3. To delete an existing custom reporting item:

      1. Select the custom reporting item to delete.

      2. Click Delete.

        Warning: this operation cannot be undone.

    4. To return to the Select fields for reporting default screen, click OK.

  10. Select or deselect fields displayed in the Select fields for inclusion list. This determines the extent of reporting items of your report.

    Note: if a calculated field is selected (that is, a field represented by a formula), its formula is displayed in the Formula list.

  11. Click OK to generate the new report.

    A new report appears as a new tab along the bottom of the Reports window and will also appear as a list item when setting up grouped reports.

Related Topics and Activities