View, email, export, and print estimating reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, email, export, and print estimating reports

You can create multiple types of reports based on your estimating jobs. Some examples of available reports are different estimates, fabrication summaries, job summaries, and material pricing reports. Once you have selected which report you want to create, you can view, email, export, or print it, according to your needs.

To create estimating reports, do the following:

  1. In the Estimating dialog box, click the Estimating ribbon tab.

  2. On the menu, select Reports, or press Ctrl+R on the keyboard.

  3. To only display certain items in the report, in the 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 items that you want to include in the reports to the Included list.

    • Type the maximum and minimum values for the items that you want to include in the reports.

  5. Click OK.

    Repeat steps 3 to 5 for every filter type that you want to use.

  6. In the Use Pricing Data From list, select which pricing information you want to use.

  7. Click Make Report.

    The Report Selection dialog box opens.

    Note the purpose of the following buttons:
    • If you want to include your company logo in the report, select the Show Company Logo check box.

    • If you want to modify the filters you set for the reports, click Change Filters.

    • If you want to modify the design of a report, select it and click Design.

    • If you want to create a customized report list, click Edit Report Types.

    According to your needs, see any of the following instructions:

View or email estimating reports

  1. Select the report that you want to view.

    To select more than one report at a time, hold down the Ctrl key while clicking reports in the list.

  2. In the Report Selection dialog box, click View.
  3. In the Tekla EPM Report Viewer window, view the report.
  4. If you want to attach the report to a Microsoft Outlook email, click either Email Excel or Email PDF at the top of the window.

    Microsoft Outlook automatically opens and creates a new email. You can then modify the message, add the recipient, and send the email.

  5. Once you have viewed all necessary report details, click Close in the upper-right corner of the Tekla EPM Report Viewer.

Print estimating reports

  1. Select the report that you want to print.

    To select multiple items, hold down Ctrl.

    To select a range of subsequent items, hold down Shift.

  2. Click the + and - buttons to increase or decrease the number of copies.
  3. Click Print.
  4. In the Select Printer dialog box, click a printer to select it.
  5. Click OK.

Tekla EPM prints the report.

Export estimating reports

  1. Select the report that you want to export.

    To select more than one report at a time, hold down the Ctrl key while clicking reports in the list.

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

Tekla EPM saves the report to the selected location in the selected file format.

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