View, print, or export check list reports

Tekla EPM
2021
Tekla EPM Tekla EPM GO

View, print, or export check list reports

Use the Reports command to create various check list reports. For example, you can create reports that show the statuses of the check list items or the dates when the check list items have been completed.

Create a check list report

  1. In the Check List dialog box, click the Check List ribbon tab.
  2. On the menu, select Reports.
  3. To only create check list reports, at the bottom of the Project Management Report Filters dialog box, ensure that only the Check List check box is selected.
  4. To only include specific types of check 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 check list item properties that you want to include in the report to the Included list.
    • Type the maximum and minimum values for the check list items that you want to include.

      For example, define the earliest and latest completion date for the check list items that you want to include.

  6. Click OK

    To further limit the types of check 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 check 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 check 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 check 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.
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