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Custom Reports Development


The main objective of this service is to build custom reports required by the client’s organization using OSIsoft’s visualization tools. Report construction is performed on-site or remotely by a qualified engineer with training and experience in OSIsoft's visualization suite (PI Processbook, PI Datalink and PI Vision).


The scope of this package is limited to the construction of PI Processbook, PI Datalink and PI Vision displays, as well as the development of analysis in PI AF and custom controls for PI VISION, however, it does not include development in VBA for Processbook.


  • Pre-visit checklist review; confirmation that all prerequisites are met before proceeding.
    • Provide orientation about the best tools and recommended types of reports according to the client's requirements.
  • Scope document containing the reports to develop in detail.
  • Project schedule.
  • PI AF Analysis Development (If needed).
  • Custom PI Vision Symbols (If needed).
  • PI Processbook displays.
  • PI Vision displays.
  • PI Datalink reports.
  • Development report.
  • User manual.
  • End-user training.
  • Report maintenance training.

Why select PIPER’s PI System Interface Implementation Service?

PIPER Solutions professionals have the certifications of PI System Installation Specialist and PI System Infrastructure Specialist, which accredit them to perform installations of all the PI System components under the best practices recommended by OSISoft®.

In addition, PIPER works closely with the OSISoft® development, training and technical support teams to guarantee assistance and specialized knowledge in the OSIsoft product line to its customers.


The implementation dates will be mutually agreed after the formal acceptance of the service. The implementation process, from the request until its completion, normally takes 3 phases.

Phase 1 - Communication of prerequisites, quick review of PI Data Archive, PI Asset Framework, PI Processbook, PI Vision and PI Datalink versions.

Phase 2 – Report development on-site or remotely by PIPER (Time depends on the quantity and complexity of each report)

Phase 3 – Report deployment and training to final users.


  • Each of the PI System Components should be installed and functional before the development starts.
  • In case the service includes PI Vision reports, the client should enable a remote connection to a client station within the company (Through a software allowed by the client’s organization policy).
  • Customer must have a document with the scope and detail of the reports to develop, in this document each report should be described, including a description of how data should be calculated and how it should be displayed (design).
  • Customer’s technical staff should be available to provide remote or on-site access to the PI System during reports testing and deployment.
  • Customer must provide a configuration station with Microsoft Excel.
  • Customer must guarantee the validity of the security permits required for access to their organization as a prerequisite to the visit.

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