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. You can view the reports, print them, or export them to another file format.

1. In the Project Management module, double-click a job to open it.
2. Click the Project Management ribbon tab.
3. On the menu, select Reports or press Ctrl+R on the keyboard.

   The Project Management Report Filters dialog opens.

4. To create only the desired kind of reports, in the Report On section of the dialog, ensure that the correct checkboxes are selected.
5. To include only specific types of items, do the following (Optional):
   1. Select a filter type in the Type list, and click Select.

      The Filter dialog opens.

   2. 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.
   3. Click OK.

      You return to the Filters dialog. The selected filter is highlighted.

      You can apply multiple filters. To clear the active filters, click Reset.

6. Click Make Report.

   The Report Selection dialog opens.

7. Select the report that you want to create for viewing, printing, or exporting.
8. Do one of the following:

   To	Do this
   View the report	Click View. The report opens in Tekla PowerFab Report Viewer. You can use the Email Excel and Email PDF buttons at the top of the Tekla PowerFab Report Viewer window to email the report.
   Print the report	Change the number of the printed copies by clicking the plus (+) and minus (-) buttons. Click Print. The Select Printer dialog opens. Click a printer to select it. Click OK.
   Export and send the report	Click Export The Export Options dialog opens. In the Export Format list, select an export format. To select the location where you want to save the exported file, click Browse. Browse to the location where you want to save the exported file, and click Save. You can modify the file name as needed. To attach the exported file to an email and send it to a recipient, select the Attach to Email checkbox. To open the file after exporting it, select the Open Exported Document checkbox. To export the file, click Export.

   If you have a large job for which data processing takes time, you can select the report to run and one of the following options:

   • View on completion
   • Print on completion
   • Export on completion

   When data processing is completed, the selected action takes place automatically.

   When running reports, they open in the Tekla PowerFab Report Viewer application. The application sometimes opens on a different monitor or remains minimized on the taskbar.