Create a report definition - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)
  1. Click File > New > MTR > Report.

  2. Select an item type from the New Report dialog box, and click OK.

  3. Select the check boxes for the properties that you want to include in the report.

    The properties that are not selected on the report definition appear in the Mandatory Properties section in register definition as read-only.

  4. Select the type of report output style required from the Report output style drop-down list.

    • If you specify Excel or Excel Register as the destination file type, you can use an existing Excel file as a template to format the report. You can also define your own Excel file templates. For more information on creating your own Microsoft Excel template, see Add a custom register template.

    • If you specify ASCII as the output format, provide a delimiter in the Delimiter box. The default value is a colon (:). There is no specific template for ASCII.

  5. Set the sort option for each property, as necessary.

    • You can set the report to sort properties in ascending or descending order. You can also set a value for each property by right-clicking or left-clicking the Sort Order column so that properties are sorted in the order you have defined:

      • By right-clicking the column, the greatest value incremented by one is assigned to the property.

      • By left-clicking the column, the greatest value incremented by one is assigned to the property; meanwhile, a spin box is shown, allowing you to change the value.

  6. For more information about setting sort options, prompts, and filtering criteria, see Define filter criteria for an Adhoc report.

  7. For a quick view of the report, click Apply. You can view the report and return to the dialog box to make changes.

  8. To save the report definition, click Save.

  9. Specify details for the saved report, and click OK.

  • You can filter objects in the Valve and Piping Specialty registers based on the type hierarchy.

  • To filter objects in the valve, piping specialty, and Electrical Equipment registers based on the type, set Piping Component Type1, Piping Component Type1, and Must be Electrical Equipment properties respectively to Prompt in the report definitions for those registers. The user will be asked to choose values for the property when creating a register document.

After creating a report definition, you must set an owning group for that newly created report definition to display it in the Register Definition dialog box. To set an owning group, see Set the owning group for a report.