View, print, or export requisition-specific reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, or export requisition-specific reports

You can create various reports based on the current requisition. After creating a report, you can view or print the report, or export the report and save it in another file format.

To create requisition reports, do the following:

  1. In the Requisition # dialog box, click the Requisition ribbon tab.
  2. On the menu, select Reports, or press Ctrl+R on the keyboard.
  3. To only include specific item types in the reports, in the Requisition 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 item properties that you want to include in the reports to the Included list.
    • Type the maximum and minimum values for the item properties that you want to include in the reports.
  5. Click OK.

    To further limit the requisitions included in the reports, repeat steps 3 to 5 for all filter types.

  6. Click Make Report.
  7. In the Report Selection dialog box, select the report that you want to view, print, or export.

According to your needs, see any of the following instructions:

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 selected 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. 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.
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