Create order or quote reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create order or quote reports

You can create an order and quote report, view it, and email or print it for the customer.

Note:

The Report Selection dialog box automatically shows only the reports for the section of Order Entry dialog box in which you are working. To see a list of all reports, click Edit Report Types and move all reports to the Included list.

  1. In the Order Entry dialog box, select a quote or an order.
  2. Click the Order Entry ribbon tab.
  3. On the menu, select Reports.
  4. In the Report Selection dialog box, select a report.
  5. According to your needs, do any of the following:
    To Do this

    View the report

    • At the bottom of the dialog box, click View.

      The report opens in the Tekla EPM Report Viewer. You can print, export, and email reports also in the Tekla EPM Report Viewer dialog box.

    Print the report

    1. Use the + and - signs to modify the print quantity.
    2. If necessary, modify the printer options on the right side of the dialog box.
    3. At the bottom of the dialog box, click Print.
    4. Select the printer that you want to use.
    5. Click OK.

    Export the report

    1. At the bottom of the dialog box, click Export.

      The Export Options dialog box opens.

    2. Select the export file format in the list.
    3. To change the pre-defined file location and name, click Browse, make the changes, and click Save.
    4. To email the exported file to a customer or other person via Microsoft Outlook, select the Attach to Email check box.
    5. To open the exported file after the export, select the Open Exported Document check box.
    6. Click Export.
  6. To close the dialog box, click the Close button (X) in the upper-right corner.
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