View, print, or export project management reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, or export project management reports

You can create various reports containing information about the current project management job. For example, you can create a list of transmittals, a notice informing the recipient about overdue drawings, or a standard invoice.

Create a project management report

  1. In the Project Management dialog box, click the Project Management ribbon tab.
  2. On the menu, select Reports, or press Ctrl+R on the keyboard.
  3. To only include specific items in the report, 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 items that you want to include in the report to the Included list.
    • Type the maximum and minimum values for the items that you want to include in the report.
  5. Click OK.
  6. At the bottom of the Project Management Report Filters dialog box, select check boxes depending on which kind of reports you want to create.

    For example, to only create drawing reports, select the Drawings check box only.

  7. Click Make Report.
  8. In the Report Selection dialog box, select 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. 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. 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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