Generate a report for the plant - Intergraph Smart P&ID - 10 - Help - Intergraph

Intergraph Smart P&ID Help

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English
Product
Intergraph Smart P&ID
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Smart P&ID Version
10
Smart Engineering Manager Version
11
SmartSketch Version
10.0(2018)

You can generate a plant-wide report based on default views or custom views.

  • Ensure you have Microsoft Excel installed on your computer to view the report.

  • Before running any Line List report, verify that every line in the selection has an Item Tag.

  1. In the Engineering Data Editor, select a view depending on the items to include in the report. For example, to generate a plant-wide equipment report, select Equipment.

    SHARED Tip Custom views are listed under Saved Views. For information on how to create a custom view, see Customizing the Engineering Data Editor.

  2. Select the down-arrow beside the View menu .

  3. Choose which report template you want to use.

    To use this

    Do this

    A default report template

    1.

    Select Plant Reports.

    2.

    In the Plant Reports dialog, select a template.

    A custom report template

    1.

    Select My Reports.

    2.

    In the My Reports dialog, select a custom template.

    SHARED Tip For information on how to create a custom report template, see Creating and editing report templates.

  • When generating a report, the software displays all report templates with unique names. If there are templates with same names but different formats (.xlsm and .xls), the software displays only one of the templates based on your Excel version: *.xlsm for Excel 2007 or a newer version and *.xls for older versions of Excel.

  • All the generated reports are stored in the C:\Users\[username]\My Reports\Output folder. Replace [username] with actual username.

  • For plants with projects, the software includes plant name in the Excel report in <Plant name>!<Project name> format. For example, if the plant name is ACPL and the associated project name is GC-EXP-001, then it would appear as ACPL!GC-EXP-001 in the report.

  • For details of how to generate an inconsistency report, see Generate an inconsistency report.