View, print, and export task list reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, and export task list reports

Use the Reports command in the Task List menu to create a report out of the task list. You can decide to include all tasks list items in the current project, or only overdue or open task list items.

Create a task list report

  1. In the Task List dialog box, click the Task List ribbon tab.
  2. On the menu, select Reports.
  3. To only create task list reports, at the bottom of the Project Management Report Filters dialog box, ensure that only the Task List check box is selected.
  4. To only include specific types of task list items in the reports, in the Project Management Report Filters dialog box, select a filter type in the Type list, and click Select.
  5. In the Filter dialog box, do one of the following depending on the filter type:
    • Click the arrow buttons to move the task list item properties that you want to include in the report to the Included list.
    • Type the maximum and minimum values for the task list item that you want to include.
  6. Click OK

    To further limit the task list items that are included in the reports, repeat steps 3 to 5 for all necessary filter types.

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

View the task list 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 task list 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 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 task list report

  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. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.
  6. To open the file after exporting it, select the Open Exported Document check box.
  7. In the Report Selection dialog box, click Export.
Was this helpful?
前へ
次へ