View, print, or export project reports

Tekla EPM
2021
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View, print, or export project reports

Use the Project Reports command to create reports that contain information from a group of project management jobs. You can either view or print the reports, or export the reports to another file format.

Create a project report

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Project Management > Project Reports.
  3. In the Select Project dialog box, click the arrow buttons to move the projects that you want to include in the report to the Included list.
  4. To only include particular types of items in the report, in the Project Management Report Filters dialog box, select a filter type in the Type list, and click Select.
  5. 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 to the Included list.
    • Type the maximum and minimum values for the items that you want to include.
  6. Click OK.
  7. In the Report On section of the dialog box, select check boxes on the right side of the information for which you want to create reports.

    For example, to create a drawing list, select the Drawings check box.

  8. Click Make Report.
  9. In the Report Selection dialog box, select the report that you want to create.

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. 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 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. Modify the file name according to your needs.
  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.
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