Collect – Field EDD Report

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Collect – Field EDD Report

Report Name: Collect – Field EDD (example)

File Name: EarthSoft.Reports.Library.161941.dll

Dependencies: Licensed Collect Module and EDGE Schema

Software: EQuIS Collect, EQuIS Enterprise

Source: EQuIS Collect install

Language: English

Output Type: Excel1


Description: This report creates an EDD to be used in Collect to assist field crews in recording field data. The report creates an EDD with a list of locations to be used as a starting point and/or a task list. If the AQS Schema is applied to the database, the report output will include the AT_EQUIPMENT_LOCATION table fields AQS_POC, AQS_PARAMETER_CODE, AQS_METHOD, and G_VALUE.


Installation Instructions: This report requires a licensed EQuIS Collect module and the EDGE Schema applied to the database. For use, this report should be published to the database. Download the EQuIS Collect xcopy zip from the community center, unblock the *.zip file, and extract the EarthSoft.Reports.Library.161941.dll file to the EQuIS Professional installation folder. For default installations, this directory is C:\Program Files\EarthSoft\EQuIS. The report will be available for selection once it has been published.


Note: The parameter type for @facility_id changed in the 7.21.3 Build to automatically set facility to the user's currently selected facility when editing the report parameters using the EZView widget in Enterprise. Thus, if this report was published to the database for a prior build, it will need to be republished to appropriately update the ST_REPORT_PARAMETER table. To ensure correct republishing, store the EarthSoft.Reports.Library.161941.dll file outside of the Professional folder during the republishing process.




When used in conjunction with the EQuIS Sample Planning Module (SPM), data fields relating to water levels, activities (or inspections), sampling, and chain of custody (COC) handling can also be pre-populated, reducing the amount of time spent in the field entering these data. Pass information from the Collect Field EDD report to Collect Forms by using the Pre-Population feature.


Note: There is a presumption that there is only one sample plan code within a date range per facility, if no plan code is selected. The Collect Field EDD will generate with or without a sample plan code based on the date range.




Report Parameters

Plan Code

Select a plan (only plans with applicable tasks are shown).

Sort Samples By

Parameter for setting the sort order of location/sample values. Default is NULL, which results in sorting by SYS_SAMPLE_CODE.

SPM Task Filter

Select one or more tasks.

Date Range


Select a start date.


Select an end date.

Dynamic Adjustment

Parameter for offsetting the start date so that forms can be created ahead of the task start date. Integer value.


Parameter for selecting department(s).

Monitoring Program(s)

Parameter for selecting monitoring program(s).

Monitoring Type(s)

Parameter for selecting monitoring type(s).


Parameter for selecting authority(s).

Authority Type(s)

Parameter for selecting authority type(s).

Task Type(s)

Parameter for selecting task type(s).

Priority Ranking(s)

Parameter for selecting priority ranking(s).

Person Name(s)

Parameter for selecting person(s).

Company Code(s)

Parameter for selecting company code(s).


Parameter for selecting project(s).

SPM Task Code(s)

Parameter for selecting SPM task code(s).

Sampling Company Code(s)

Select one or more sampling company code.

Only Task Locations

Check box to only include locations from the selected tasks. Default is True.

Include SPM COCs for Selected Tasks

Check box to include SPM COCs for selected tasks. Default is False.


Select one or more user. Users selected can be available as list in collect forms.

Include Subfacilities

Check box to include subfacilities related to the selected locations. Default is False.

Only Selected Locations

Check box to only include locations from the selected locations below. Default is False.

Task exist check

Check box to generate report output only if tasks exist. Task table is not checked when parameter is set to false. Default is False.

Reference Locations


Parameter for selecting individual location(s).


Parameter for selecting location group(s).


Parameter for selecting the COORD_TYPE_CODE.


Parameter for selecting the coordinate identifier.

Status Flag

Selection parameter for STATUS_FLAG.

Exclude Locations Without Coordinates

Parameter for excluding locations that do not have COORD_TYPE_CODE configured. Default is False. NOTE: If the parameter is set to True and COORD_TYPE_CODE is populated, the record will be included in the report output whether or not values for X_COORD and/or Y_COORD are populated.

Task Code(s)

Option to prepopulate TASK_CODE from DT_TASK rather than use SPM.

Well Segments

First Well Segment

Select Segment Type for
Top of Screen

Parameter for selecting the segment type for the top of the screen for the first well segment.

Select Top of Screen
Material Type

Parameter for selecting the segment type for the top of the screen material type for the first well segment.

Second Well Segment

Select 2nd Well Segment Type

Parameter for selecting the segment type for the top of the screen for the second well segment.

Select 2nd Well Segment Material Type

Parameter for selecting the segment type for the top of the screen material type for the second well segment.

Reference Elevation

Parameter to select the reference elevation source: HISTORICAL_REFERENCE_ELEV, MEASURE_DATUM, or TOP_CASING_ELEV.


Water Levels

Years Back

Select how many years back to pull data. Value must be an integer.

Historical range outlier

The percent of outlier data that will be excluded from the minimum and maximum range used to check new detpth to water values.

Include Most Recent Field Measurements

Check box to include most recent field measurements data in the output. Default is False.

Select Most Recent Data Type

Select one or more type of most recent field measurements data to include in the most_recent_measurements worksheet of the output.

Sample Type Code

Select sample type code for most recent field measurements.

Analytic Method

Select the analytical method.

Sample Remark Type

Select the source for sample remark.

Field Parameter(s)

Please select field parameter(s) for most recent measurements. If nothing is selected, then all parameters will be returned.

Action Levels

Aggregate Data

When enabled, action level data will be aggregated by COMPARISON_ID and PARAM_CODE in the DT_ACTION_LEVEL_LOOKUP table. Enabled by default.

Param Codes

Parameter selection for PARAM_CODES.

Action Level Codes

Action level code parameter selection.

Select list of ad-hoc analysis

Parameter selection for ad-hoc analysis.

Equipment Types

Parameter selection for equipment types.

Equipment Parameter Code(s)

Select one or more parameter code(s). Most recent data will be downloaded to Collect for selected equipment type(s) and equipment parameter code(s).

Select remap code(s)

Parameter selection for remap codes.


Starting CLP Number

Starting CLP Number (without chars: I O U V).

Location Blank Rows

Location Blank Rows.

Output File Type

Parameter for report output type: XLS or XLSX.


Select one or more lab(s) to include in the output.


Last Custom Data:

SPM_Samples worksheet in the Excel output file has custom field data of the latest sample in columns like last_custom_1, last_custom_2, last_custom_3, last_custom_4 and last_custom_5. These columns are mapped to the CUSTOM_FIELD_1, CUSTOM_FIELD_2, CUSTOM_FIELD_3, CUSTOM_FIELD_4 and CUSTOM_FIELD_5 fields of the DT_SAMPLE table, respectively. For each unique set of FACILITY_ID, SYS_LOC_CODE and MATRIX_CODE, latest sample is found among samples whose task code matches one of the selected SPM task code(s).


Most Recent Measurements:

The Most_Recent_Measurements worksheet in the Excel output file contains the latest values for flow, water level, field results, and equipment parameters.

Flow – Latest value of DT_FLOW.INSTANT_FLOW and DT_FLOW.CUMULATIVE_FLOW for each unique pair of FACILITY_ID and SYS_LOC_CODE in the “activities_all” worksheet with ACTIVITY_TYPE = "flow".

Water Level – Latest value of DT_WATER_LEVEL.WATER_LEVEL_DEPTH for each unique pair of FACILITY_ID and SYS_LOC_CODE in the “activities_all” worksheet with ACTIVITY_TYPE = "flow".

Field Results – Most recent value of selected Historical/Field Parameter(s) from the DT_RESULT table for the latest 3 samples. Latest samples are found for each unique pair of FACILITY_ID, SYS_LOC_CODE and MATRIX_CODE in the "SPM_Samples" worksheet. Selected Analytic Method will be used to filter DT_TEST records.

Equipment Parameter(s) – Most recent value of selected Equipment Parameter Code(s) and Equipment Code(s) from the DT_EQUIPMENT_PARAMETER table for each unique pair of FACILITY_ID and SYS_LOC_CODE in the "SPM_Samples" worksheet. Equipment Code(s) are selected from the DT_EQUIPMENT table using selected equipment type(s) and whose STATUS_FLAG = ‘A’.


Note: If FACILITY_ID is empty in the DT_EQUIPMENT_PARAMETER table, then FACILITY_ID of facility to which the user is logged in will be displayed.


1Excel report output requires a valid license of Microsoft Excel to view the output.