Create user-defined reports for customizing

Tekla PowerFab
Modified: 11 Mar 2025
2025
Tekla PowerFab

Create user-defined reports for customizing

In Tekla PowerFab you can customize the reports themselves and the reports that individual users see.

  1. In the module of your selection, go to the associated ribbon tab.

    The images in this procedure are from the Advance Bill module. The views are slightly different in different modules.

  2. On the menu, select Reports or press Ctrl+R on the keyboard.

    The Report Filters dialog opens.

  3. Click Make Report.

    The Report Selection dialog opens.

  4. In the upper-left corner of the dialog, click Edit Report Types.

    The Report Types dialog opens.

  5. Click User-Defined Reports.

    The User-Defined Reports dialog opens.

  6. Click New.

    The Select Base Report dialog opens.

  7. Double-click the report that you want to use as the basis of the new report.

    The User-Defined Reports dialog opens.

    The base report contains all the correct tables and information for the new report. Therefore, select an existing report and modify it.

    If another party creates a user-defined report from within the program, the report template file name that you have received indicates which base report you must select.

    When you have selected the base report, the file name of the base report appears at the bottom of the User-Defined Reports dialog.

  8. Type the desired name and title for the new report.
  9. In the Filename field, type the desired file name for the new report.
  10. Click Add.
  11. To close the User-Defined Reports dialog, click the Close button (X) in the upper-right corner.

    You return to the Report Types dialog.

  12. Click the > button to move the customized report to the Included list on the right.
  13. Click Edit to save the changes.
  14. If the file was created from an outside source, save the new report template in the Custom Report folder with the file name that you defined in the User-Defined Reports dialog.

    This overwrites the report file name created for the new report that was displayed in the User-Defined Reports dialog.

The customized report is now available in Tekla PowerFab.

You can further edit Stimulsoft reports in various ways. See Customize and manage Stimulsoft reports.

Was this helpful?
Previous
Next