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  5. Create customized report lists

Create customized report lists

Tekla PowerFab
Zmodyfikowany: 8 mar 2024
2024i
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Create customized report lists

You can create customized report lists for different Tekla PowerFab users, so that each user can view their most used reports by default. You can also add user-defined reports in the report lists.

Note: Report lists need to be created separately for each Tekla PowerFab module.
  1. In any Tekla PowerFab job, go to the associated ribbon tab.
  2. On the menu, select Reports or press Ctrl+R on the keyboard.

    The Report Filters dialog box opens.

  3. To include only specific types of items, select a filter type in the Type list, and click Select.

    The Filter dialog opens.

  4. Do one of the following depending on the filter type:
    • Click the arrow buttons to move the items that you want to include in the report to the Included list.
    • Type the maximum and minimum values for the items that you want to include.
  5. Click OK.
  6. Click Make Report.

    The Report Selection or Report Progress dialog box opens.

  7. In the upper-left corner of the dialog box, click Edit Report Types.

    The Report Types dialog box opens.

Create a report list

  1. At the bottom of the Report Types dialog box, click New.
  2. In Description, type a description for the report type list.

    For example, you can type the user's name.

  3. If you have created multiple companies in the Company Information dialog box, in Company Setup, select the company that you want to include when creating reports.
  4. Click the arrow buttons to move the reports that you want to include in the report list to the right side of the dialog box.

    The reports on the left side of the dialog box are not displayed in the report list.

  5. To modify the reports in the list, do any of the following:

    To

    Do this

    Change the report name

    The report name determines what the report is called in the Report Selection or the Report Progress dialog box.

    1. Select the report in the list on the right side of the dialog box.
    2. Click Set Name.

      The Enter Value dialog box opens.

    3. Type a new name for the report.
    4. Click OK to save the new report name.
    Change the report title

    The report title is displayed at the top of the report when you view, print, or export the report.

    1. Click Set Title.

      The Enter Value dialog box opens.

    2. Type a new name for the report.
    3. Click OK to save the new report title.
    Move the report up or down in the report list Click the Move Up and Move Down buttons until the report is in the desired location in the report list.
    Change the default number of printed copies
    1. Select the report in the list on the right side of the dialog box.
    2. Click the + and - buttons until the report has the desired number of copies.
    Change the printer
    1. Select the report in the list on the right side of the dialog box.
    2. Click Select Printer.

      The Select Printer dialog opens.

    3. Click a printer to select it.
    4. Click OK to save the printer settings.

    To create a user-defined report and add it to the report list, see Create user-defined reports for customizing

  6. Click a printer to select it.
  7. Click Add.

The report list can now be selected in the left-side pane of the Report Selection dialog box or the Report List list in the Report Progress dialog box.

Set the default report list

A default report list is the report list initially displayed in the Report Selection or Report Progress dialog box. To change the default report list, do the following:

  1. In the left-hand pane of the Report Types dialog box, select the report list that you want to set as the default option.
  2. Click Set as Default.
  3. To confirm using the selected report list as the default option, click Yes in the confirmation dialog box.

Modify a report list

  1. In the left-hand pane of the Report Types dialog box, select the report list that you want to modify.
  2. If you have created multiple companies in the Company Information dialog box, in Company Setup, select the company that you want to include when creating reports.
  3. Click the arrow buttons to move the reports that you want to include in the report list to the list on the right side of the dialog box.

    The reports on the left side of the dialog box are not displayed in the report list.

  4. To modify the reports in the list, see Step 5 in Create a report list above.
  5. Click Edit to save the changes.

To create customized reports and add them to report lists in Tekla PowerFab, see Create user-defined reports for customizing.

Delete a report list

Deleting a report list is permanent and cannot be undone.

  1. In the left-hand pane of the Report Types dialog box, select the report list that you want to delete.
  2. Click Delete.

    You are prompted to confirm the deletion.

  3. To permanently delete the report list, click Yes.
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