Displays an overview of all the reports created in the Smart Instrumentation modules. The Domain Administrator uses this dialog box to define revision management settings and revision archiving options, and apply custom title blocks to reports. To access this dialog box, click Activities > Report Management.
Project (only available when the domain type is Owner operator or EPC-Project Mode ) — Allows you to select a project or As-Built or Project Center.
Data Window
Report Type — Displays the full name of the report available in Smart Instrumentation.
Module Name — Displays the name of the module that includes the report.
Document Type — Displays the Document Type. The Document Type column determines whether the document is List or Non-List type. A revision management setting of all List type reports is always Per Document. A revision management setting of certain Non-List-type reports is set permanently as Per Item, while for other Non-List type reports you can define the revision management setting as either Per Item or Per Document.
-
List
A report that displays a list of items. Examples of such reports are supporting-table reports and EDE views. If you created a report for a list of items using a EDE view style, or item search
parameters, the software applies a unique document number and revision to this report
according to the specified EDE view or to the item search parameters.
For example, in the Wiring module, in the Cable Selection for Cable Schedule Report dialog box, after creating a report for a list of cables filtered according to search
parameters, the software applies the unique document number and revision only when
selecting the same search parameters again.
-
Non-List
A report that is generated for a specific main item. Such a report displays the main item data and associations. An example of a Non-List-type report is a panel-strip report, which you can generate for a specific strip. Such a report can display the main strip, two additional strips, numerous cables, and wires.
In Smart Instrumentation, you cannot apply global revisions to reports belonging to the List Document Type
because for a global revision, you can only use reports generated for a specific item.
Revision Management — Displays the revision management setting determined by the Document Type. A revision management setting of all List type reports is always per document. A revision management setting of certain Non-List type reports is set permanently as per item, while for other Non-List type reports you can define the revision management setting as either per item or per document.
-
Per Item
The document number and revision are shared between documents created for a specific item and between all reports generated for that item. This means that the document number and revision numbers that you add to an item via the Revisions dialog box opened from the item Properties dialog box are the same as in a print preview of any report generated for this item. For example, after creating a revision for a specific strip from the properties dialog box, the document number and revision number are assigned to the revision opened from a print preview of any report generated for this strip (panel-strip report with or without adjacent connections, I/O assignment report, and so forth).
-
Per Document
The document number and revision are unique to each specific document created or report generated for a particular item. For example, if you create two reports for a particular strip: a report with adjacent connections and a report without adjacent connections, the document and revision numbers of the two reports are not shared. As a result, the document number and revision added from the report print preview is different from the document number and revision added via the Revisions dialog box opened from the item Properties dialog box.
Title Block — Allows you to use a title block in the report. This can be a title block designed by the user, or one of the defaults supplied with Smart Instrumentation.
If you want to display the report without a title block, clear this check box. In this case, the macros that appear in the title block appear at the top of the
report. For those reports that must contain a title block, the check box is selected by default,
and you cannot clear it.
Title Block Location — Displays the location of the title block in the report.
Title Block Customization (available when selecting the Title Block check box) — Allows you to assign a custom title block to a particular report, or a default title block that is supplied with Smart Instrumentation. Note that some reports do not support custom title blocks. For these reports, the value Default appears, and the option to select a custom title block from this list is disabled. For more details of the title block description, see Title Block Descriptions.
If, in the Report Type column, you selected Specification Sheets but the list of options in the Title Block Customization column is disabled, this means that the System Administrator, in the Domain Definitions window, selected the block assignment method Special (used in the Specifications module only). In this case, Smart Instrumentation users can associate individual title blocks with specifications using the options
available in the Specifications module itself.
Save Document Data — Allows you to save all revision data for all reports of the specified type when using the Changed Documents feature (accessed from the Tools menu in Smart Instrumentation). If you clear the check box, the software performance is improved when creating revisions. Clearing this check box does not affect the report comparison functionality (which is controlled by the Archiving Option settings).
Archiving Option — Allows you to assign an archiving option to a particular report, needed if you want to enable report comparison. The following options are available:
-
Do not save (not available for the Document Binder module reports) — Sets the software not to keep a revision archive. After saving the report revision, Smart Instrumentation users cannot see the information contained in that report at the time of revision, and the report comparison is not available. This is the default selection.
-
Save to database — Sets the software to keep a revision archive in the database. This way you eliminate the need for file sharing and management. Note, however, that selecting this option can slow down your work.
-
Save as File — Sets the software to keep a revision archive as an external .psr file (or as an .sma file when using the Enhanced Report Utility and adding revisions to an open report, not with global revisions). Selecting this option can speed up your work.
-
Compress as ZIP file — Sets the software to keep a revision archive as an external .psr file — in a compressed .zip format. This feature is useful, for example, before backing up a database when you have made a large number of report revisions. Selecting this option reduces the size of the backup database.
When changing an archiving option for a Document Binder module report, the software
assigns the same archiving option to all the other Document Binder reports as well. This is because in the Document Binder module, you can only create revisions for the
entire binder package). You can, however, apply a different custom title block to any Document Binder module
report.
Archive Path — Allows you to define a different path for a specific report to be saved as a file, or compressed as a .zip file. You can use this option in addition to defining the default archiving path.
When selecting the archiving options Save as File, or Compress as Zip file, click 
and enter a path.
Filter by
These following options allow you to filter reports by a specific module.
Module — Contains a list of Smart Instrumentation modules that you can select for filtering.
Apply — Applies filtering.
Find
Report — Allows you to find a specific report by entering a text string corresponding to the name of the report.
Sort by
These following options determine the sorting order of the reports:
Report — Lists all the reports in alphabetical order.
Module — Lists the reports in alphabetical order per module.
Global path
A view only display of the location where the software saves the reports. This path is set by the System Administrator. You can save reports to a different location (under the Archiving Option column), only when a System Administrator checks the option, Allow to overwrite the global path, in the Domain Definition window.
Default archive path
Path — Allows you to enter the default archive path for all the report revisions to be saved as files, or compressed as .zip files. Using this option enables you to specify a path for your report revisions only once, if you do not specify a path for that report in the Archive Path column of the data window.
Browse — Allows you to navigate to a path that you want to set as the default archive path.