Create a New Customized Report - Intergraph Smart Electrical - Help - Hexagon

This procedure describes the work flow for creating new customized reports.

1. On the Smart Electrical menu bar, select Reports > New.

2. On the New Report Template dialog, select an appropriate source template.

3. Under Name, type the report name.

4. Select an appropriate item type for which your report will be used.

5. Select an appropriate report format: fixed, tabular, or composite. For details, see New Report Template Dialog.

6. Select OK.

7. On the Smart Electrical menu bar, select Reports > Edit and select your new report to edit in MS Excel.

8. Edit your report headers as you require. For details, see Define Report Headers.

9. Edit your report contents. For details, see Define the Contents of Your Report Template.

10. To open your new report, select Reports > My Reports.

11. Select your report from the My Reports list and select OK to open it in Microsoft Excel.

Using Space Heater Relations in EDE and Custom Reports

In versions older than SmartPlant Electrical 2015, it was possible to create only one space heater under a given motor. Due to the fact that this limitation no longer exists in version 2015 and above, the legacy motor attributions in the heater table no longer retrieve the motor data for the child heaters. To remedy this situation, you need to do the following:

• For Heater type, in the EDE and your custom report, replace all the Motor attributions with Equipment.ItemTag or any other attribution of a similar type.

• For Motor type, in all custom reports, replace the Motor -> Heater relation with the Motor -> HeaterChild relation and add the required properties from the HeaterChild table.