View, print, and export job-specific production control reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, and export job-specific production control reports

You can create various reports based on the information of the current production control job, including cut lists, bills of materials, and master load lists. Then, you can either view the report in Tekla EPM Report Viewer and email it, print the report, or export the report to another file format.

Note that before creating a cut list, the materials need to be loaded into a purchase order.

Create a report

  1. In the Production Control dialog box, click the Production Control ribbon tab.
  2. On the menu, select Reports, or press Ctrl+R on the keyboard.
  3. To only include specific types of items in the report, in the Production Control 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 report to the Included list.

      To select multiple items, hold down Ctrl.

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

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

  5. Click OK.

    To further limit the items included in the report, repeat steps 3 to 5 for all necessary filter types.

  6. To include the full assemblies of all included parts in the report, select the Include Full Assembly of Filtered Parts check box.
  7. Click the arrow on the right side of Weight Type field, and select the weight type that you want to use in the report.

    Note that the Weight Type list is only visible if you have selected it on the Report Settings tab of the Company Standards dialog box.

  8. Click Make Report.
  9. In the Report Selection dialog box, click the report that you want to view, print, or export.

View the 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 report

  1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.
  2. Click Print.
  3. In the confirmation dialog box, click Yes.
  4. In the Select Printer dialog box, click a printer to select it.
  5. Click OK to print the report.
  6. To close the dialog box, click the Close button (X) in the upper-right corner.

Export the report

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

    The report is saved in the selected export format.

  9. To close the dialog box, click the Close button (X) in the upper-right corner.
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