View, print, and export inventory reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, and export inventory reports

You can create different inventory reports, such as subtotal reports, shape summaries, or receiving tickets.

  1. In the Inventory dialog box, click the Inventory ribbon tab.

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

  3. In the Inventory Report Filters dialog box, select either the Inventory Report or Inventory Location Report option according to your needs.

  4. To only include specific items in the report, select a filter type in the Type list, and click Select.

  5. In the Filter dialog box, click the arrow buttons to move the items that you want to include in the report to the Included list.

  6. Click OK.

  7. If you want to view the inventory situation of a previous date in the reports, do the following:

    1. Click From Archive.

    2. Select the archive date and time in the applicable lists.

    3. Click OK.

  8. To view barcode audit reports in the Report Selection dialog box, select the Barcode Audit check box.

  9. Click Make Report.

  10. In the Report Selection dialog box, click the report that you want to view, print, or export.

According to your needs, see one of the following sets of instructions.

View inventory reports

  1. In the Report Selection dialog box, click View.

    The Tekla EPM Report Viewer dialog box opens, displaying the selected report.

  2. In Tekla EPM Report Viewer, do any of the following according to your needs:
    To Do this
    Move between pages
    • Click the arrows at the top of Tekla EPM Report Viewer.

    Go to a specific page of the report
    • Type the page number in the empty field at the top of Tekla EPM Report Viewer.

    Find a text in the report
    1. Click the binocular icon.

    2. In the blank field, type the text that you want to find.

    3. Click Find Next.

      Any matching text is highlighted with a red box.

    Zoom in or out
    • Click the magnifying glass icon and select the zoom value in the list.

Print inventory reports

  1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.
  2. Click Print.
  3. In the Select Printer dialog box, click a printer to select it.
  4. Click OK.

Export inventory reports

  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.

The report is saved to the selected location.

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