Run an existing report - HxGN SDx - Update 63 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
Product
HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10
  1. Click Find > Reports.

  2. Right-click the report to view.

  3. On the shortcut menu, click Run Report.

  4. Click Open or Save on the File Download dialog box. Depending on the type of report and how the report was configured, the File Download dialog box may appear.

    SHARED Tip The Prompt for Values dialog box allows you to enter criteria for the document name and document status. It is not mandatory to provide filter criteria during the report generation. If you do not provide any filter criteria, then the report will display the document status report for all the documents available in the database.

  • The items displayed are based on the report template that you selected. The report template, which is defined by an administrator in the Desktop Client, includes a view definition and a Microsoft Excel file. The view definition determines what objects, relationships, and properties are to be included in the report. The Microsoft Excel file specifies the layout of the report. For more information about creating report definitions, see How to Configure the Reports Model.

  • If the system administrator modifies the view definition used as the basis for your report, the changes appear as follows:

    • New properties are immediately available for use in the report.

    • Modified properties appear as a delete of the old property and a create of the new property.

    • Deleted properties are removed from the report cache. If the property was used in the report, you receive a message stating which property has been removed.