So, doing this now (also for oil and gas), works quite well with the Example Custom Snapshot Report in the help.  I previously used a "Standard report" and just reported a few string tags for additional info alongside the trend I wanted, however this goes against the Help recommendations, then used a macro in Excel to create a nice PDF report.  
After playing with the example custom report in the Help, I use the below lines in the custom report - while increasing the array size to allow for extra info, and increasing the write to the report. Then in the macro I can just pull the info into the format I want.
{additional info can be added to reports by reading a tag value and naming
a column title after the value in the snapshot report - ensure the data array is increased
in size to accomodate these columns and the write}
    Titles[NTags + 2] = PickValid(Scope(\VTSDB, "AdditionalInfoTag1")\Value,"-");
    Types[NTags + 2] = "TEXT";
    Formats[NTags + 2] = TEXTFMT;
If anyone can recommend a better way, I'd love to hear it.  
 
        So, doing this now (also for oil and gas), works quite well with the Example Custom Snapshot Report in the help.  I previously used a "Standard report" and just reported a few string tags for additional info alongside the trend I wanted, however this goes against the Help recommendations, then used a macro in Excel to create a nice PDF report.  
After playing with the example custom report in the Help, I use the below lines in the custom report - while increasing the array size to allow for extra info, and increasing the write to the report. Then in the macro I can just pull the info into the format I want.
```` 
{additional info can be added to reports by reading a tag value and naming
a column title after the value in the snapshot report - ensure the data array is increased
in size to accomodate these columns and the write}
    Titles[NTags + 2] = PickValid(Scope(\VTSDB, "AdditionalInfoTag1")\Value,"-");
    Types[NTags + 2] = "TEXT";
    Formats[NTags + 2] = TEXTFMT;
````
If anyone can recommend a better way, I'd love to hear it.  
        
            edited Oct 23 '23 at 11:42 am