View, print, and export transmittal reports

Tekla EPM
2021
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View, print, and export transmittal reports

You can create reports based on the transmittals related to the current project. For example, you can create a report containing all existing transmittals or all overdue transmittals. You can then view, print, or export the created reports. Use the Reports command to create a report on all transmittals or transmittals that match specific filters, or use the Reports - Selected command to create a report on the transmittals that are currently selected in the Transmittals dialog box.

Create a transmittal report

  1. In the Transmittal dialog box, click the Transmittal ribbon tab.
  2. Do either of the following:

    To

    Do this

    Create reports on all transmittals or specific types of transmittals

    1. On the menu, select Reports.

    2. To only create transmittal reports, at the bottom of the Project Management Report Filters dialog box, ensure that the Transmittals check box is selected.

    3. To only include specific types of transmittals in the reports, in the Project Management Report Filters dialog box, select a filter type in the Type list, and click Select.

    4. In the Filter dialog box, do one of the following depending on the filter type:

      • Click the arrow buttons to move the transmittal properties that you want to include in the report to the Included list.

      • Type the maximum and minimum values for the transmittals that you want to include.

        For example, select the earliest and latest drawing date for the transmittals.

    5. Click OK.

      To further limit the transmittals that are included in the reports, repeat steps b to d for all necessary filter types.

    6. To combine the drawing numbers of drawings with the same dates, revisions, and descriptions, select the Transmittal - Combine Drawings check box.

    7. Click Make Report.

    Create reports on the currently selected transmittals

    1. On the menu, select Reports - Selected.

  3. In the Report Selection dialog box, select the report that you want to view, print, or export.

View the transmittal report

In the Report Selection dialog box, click View.

The report opens in Tekla EPM Report Viewer.

You can use the Email Excel and Email PDF buttons at the top of the Tekla EPM Report Viewer window to email the report via Microsoft Outlook.

Print the transmittal report

  1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.
  2. Click Print.
  3. To confirm printing the report, click Yes in the confirmation dialog box.
  4. In the Select Printer dialog box, click a printer to select it.
  5. Click OK.

Export the transmittal report

  1. In the Report Selection dialog box, click Export.
  2. In the Export Format list, select an export format.
  3. Click Browse.
  4. Browse to the location where you want to save the exported file, and click Save.
  5. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.
  6. To open the file after exporting it, select the Open Exported Document check box.
  7. In the Report Selection dialog box, click Export.
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