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

SmartPlant Foundation Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)
  1. To create a new report definition, click Create New Report Definition on the toolbar to open the Report Administration Wizard.

  2. In the Basic Properties tab of the Create a New Report Definition dialog box, provide a name and description for the new report definition in the appropriate boxes.

  3. On the View Access tab, select one or more access groups that will have permission to view the new report definition. For more information on access groups, see Access group configuration.

  4. On the Edit Access tab, select one or more access groups that will have permission to edit the new report definition.

  5. In the Search pane, select the type of object to be returned by this report from the Example object box, for example, Method.

    • For more information on which objects are available in the Example object box, please see Object types for reports.

    • You can also search for an example object using the search box to the right of the Example object box. Type the name of an object on which to base your report definition in the search box, and click Search . You can also use the * as a wildcard.

    • Access to methods is controlled using specific access groups. Methods that are not applied to a specific access group may not display in the Example object box. Contact your administrator for more information on your access group permissions.

  6. Click Next to open the Expand Relationships and Select Properties dialog.

  7. In the Navigation pane, select an interface from the Report Scope list box, for example, Method, ISPFMethod.

    Every report definition needs a starting interface, which is based on the example object selected. Selection of the starting interface is important because it is the primary class definition for the report definition. Alternatively, the interface selected could be a shared interface, in which case the report pulls data from multiple class definitions.

  8. In the Expand Relationships section, expand the nodes by the relationship definitions and related objects. Select a related object to display the properties of that object in the Properties pane. For example, expand Access Groups and select a related object, like SystemAdmin, to see a list of the properties available from that object.

  9. In the Properties pane, select the check boxes besides each property that you want to add to your report to add it to the properties list in the Selected Properties tab. For example, select the check boxes beside Name and Description to add those properties from the related access group.

    • You can change the order of the properties in the Selected Properties tab by using the up or down arrows. The order in which the properties appear in this list is the default order of the properties in the report.

    • If necessary, select a property from the Selected Properties list and click Delete to remove it from the report, or click Reset to completely clear the Selected Properties pane, removing all of the properties.

    • You can click the Report Diagram tab to display the properties exposed by the report definition in a graph definition.

      • Use the Resize command to resize the graph objects to zoom into details.

      • Use the standard Move and Fit commands to edit the view of the graph definition.

      • Click Print to send the graph definition to a printer or save it as an XPS file type.

  10. Click Finish to create the new report definition and add it to the Maintain and Create Report Definitions list.

  • The report definition can now be selected to create reports in SmartPlant Business Intelligence or to make ad-hoc reports in the Desktop Client. For more information on making reports, see Select a view definition and Create a new report.

  • New report definitions are saved to container IDs using your default container IDs set on the Change User Preferences dialog box in the Desktop Client. If you have not specified a default container ID, the new report definitions will have no container ID assigned.