View, print, and export project journal reports

Tekla EPM
2021
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View, print, and export project journal reports

You can create reports based on the existing journal entries. For example, you can create a report containing all journal entries, or the authors of journal entries. You can then view, print, or export the created reports. Use the Reports command to create a report on all journal entries or journal entries that match specific filters, or use the Reports - Selected command to create a report on the journal entries that are currently selected in the Journal dialog box.

Create a project journal report

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

    To

    Do this

    Create reports on all journal entries or specific types of journal entries

    1. On the menu, select Reports.

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

    3. To only include specific types of journal entries 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 journal entry properties that you want to include in the report to the Included list.

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

        For example, define the earliest and latest date for the journal entries that you want to include.

    5. Click OK.

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

    6. Click Make Report.

    Create reports on the currently selected journal entries

    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 journal 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 journal 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 journal 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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