View, print, or export global requisition reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, or export global requisition reports

Use the Reports command under Maintenance > Requisitions to create reports that include information from all or several requisitions jobs. The available reports include requests for pricing and various lists of requisitions. You can then either view or print a report, or export a report and save it in another file format.

To create requisition reports, do the following:

  1. Click the Maintenance ribbon tab.
  2. On the menu, select Requisitions > Reports.
  3. To only include specific requisitions 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 requisition properties that you want to include in the reports to the Included list.
    • Type the maximum and minimum values for the requisition 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.

    To change the reports that are displayed in the Report Selection dialog box, click Edit Report Types.

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

View the requisition 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 requisition 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 requisition 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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