Define filter criteria for a report - SmartPlant Foundation - IM Update 46 - Help - Hexagon

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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)

When creating or editing an Adhoc report, you can filter the results to only objects with property values that match defined criteria. You can specify criteria on any number of properties.

  1. In the Edit Report Definition dialog box, find a property for which you want to define the criteria to be used to filter the report results.

  2. In the Criteria column, select Click Me in the row that corresponds with the property to open the Criteria Definition dialog box.

  3. In the Criteria Definition dialog box, use the Operator and Value boxes to define the criteria that must be met by an object before it can be returned by the report.

  4. Click Add Criterion to list the criterion in the Currently defined criteria box.

  5. If necessary, click either And or Or, and define additional criteria that must be met.

    SHARED Tip You can remove or modify added criteria by selecting them in the Currently defined criteria window and clicking Update Criterion, Delete All Criterion, or Update Selected Criterion.

  6. Click OK to return to the Edit Report Definition dialog box where you can further configure the results of the report. The Criteria column displays the criteria you defined in the appropriate row.

    • You can define filter criteria for multiple properties on the same report.

    • You can define filter criteria for a property when defining the report, or you can use the Prompt option to allow the user to provide criteria when they run the report.