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A report is created for items of a model, drawing or fragment (see section Objects placed in the report).

You can create a report while in the model, and then select a graphic or text document for its placement.

While working in a graphic document you can create a report by the objects of this document or another document — a model, drawing or fragment. In both cases, the generated report will be placed in the current graphic document.

While in a text document, you can insert a report by the objects of the model or graphic document into it.

Commands for report creation

Create Report — the command is used for creation of report for the objects of the current document.
The command is available:

in a model: a report is created for the current model and is placed in the selected graphic or text document (new or existing);

in a graphic document: a report is created for items of the current document and is placed in the same document.

After this command has been called, the report creation process starts.

Insert report — the command is used for inserting into the document of report, created using objects belonging to another document.
The command is available:

in a graphic document,

in a text document.

After running the command, a file opening dialog appears where a model document or a graphic document must be selected. The objects of this document will be included in the report. The selected document is opened, and the report creation process starts, like after calling the Create Report command.After the report is placed into the document, the command automatically completes.

Procedure of report creation

After running the Create report command or the Insert report command and selecting the document, the system transitions to the report creation process. The report configuration elements are displayed on the Parameters panel. Proceed as follows.

1.Specify the objects for transferring data to the report using the buttons in the Method. Details...

2.Define the types of objects to be included in the report using the elements of the Filtering Criteria section. Details...

A finer filtration is possible later, while working in the Data Processing Window.

3.Select the required report style from the Style list in the Report Format section.

If the required style is missing from the list, click the Other... row. On the screen, there will appear the style list settings dialog, allowing to select a style from the style library and connect it.

To browse or edit the selected style, click the Configure Report Style  button to the right of the Style field. More about configuring the style...

4.You may enable/disable the automatic assignment of numbers to report tables. To do that, select the name of a numbering group from the Numbering list in the Report Format section. For more details on auto-numbering and sorting...

5.If you intend to create an associative report, enable the Associative Report option in the Report Format section. More about the associative report...

6.A report placed in a graphic document allows displaying data in the form of links. For that, enable the Data in the form of links option in the Report Format section. More details on data in the form of links...

7.Select the report table detailing option from the  Detailing list in the Report format section, set the number of tables horizontally and the gap between them. More information about detailing...

8.Select how the report creation will further proceed using the Data processing window in the Additional section. The following options are possible:

The option is enabled — after pressing the Create Report button, the system will switch to the Data processing window. For more details on working in the Data processing window...

The option is disabled — after pressingthe Create Report button the system will go to process of report placement. If the report is created in the model, then the screen will first display the dialog box for selecting the document where the report will be placed. The process of placement will be launched in the selected document.

9.If the report is created in a model, it can be placed in a new document. To do this, enable the To a new document option in the Additional section and select the document type from the list that appears. In this case, when you proceed to the placement of the report, a new document of the selected type will be created.

10.Click Create Report  in the header of the Parameter Panel and perform the necessary actions to place the report (if you transition to the Data processing window, you can perform additional report settings and then place it).

After placing the report, the system returns to the report creation process. In one call of the command you can create several different reports, place them in documents or print them.

11.After finishing the work with reports, click Finish .

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