Generating Reports - Intergraph Smart P&ID - 11 - Help - Intergraph

Intergraph Smart P&ID Help

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Smart P&ID Version
11
Smart Engineering Manager Version
12
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11

Reporting is the process of extracting data from a database and presenting it in a formatted output. In Smart P&ID, you can create a report at any time during the design creation process and each report consists of a Microsoft Excel workbook and a report definition. The report definition specifies what data to collect and how to organize it in the workbook.

Each report that you create is based on specific item type, such as equipment, nozzle, instrument, and pipe run. The item type serves as the starting point for collecting data for the report.

The report definition contains one or more report items organized in a tree hierarchy. Every report must have at least one item to define its type, for example, an equipment item for a report about equipment. The report item provides all the available properties of each piece of equipment, but you can choose which properties to include.

You can customize reports by only adding necessary report items to access additional properties of related items. For example, include a nozzle report item to gather data about nozzles, as they are related to equipment. Relationships between the item types provide additional information for reports. When creating a report, you can only use items related to the selected item type. To understand the item relationships and map necessary properties into report templates, see Properties Glossary.

The report item's location in the tree hierarchy affects the properties collected for the associated item type. For example, if a nozzle is added as the top-level item in the tree, all nozzles in the database are collected for the report. If the nozzle is added as a child of an equipment, only the information about nozzles that are related to that equipment are collected.

Smart P&ID provides you with default report templates, which you can use as-is or create a custom report that meets your requirements. For more information on creating custom report templates, see Creating and editing report templates.

We've upgraded Smart P&ID to .NET, as a result, you must update any custom reports that you created in versions 2014 R1 or earlier. You can update the custom reports in two ways:

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