View, print, or export change order reports

Tekla EPM
2021
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View, print, or export change order reports

You can create reports based on the existing change orders. For example, you can create a report of all change orders or a report on overdue change orders. You can then view, print, or export the created reports. Use the Reports command to create a report on all change orders or change orders that match specific filters, or use the Reports - Selected command to create a report on the change orders that are currently selected in the Change Order dialog box.

Create a change order report

  1. In the Change Order dialog box, click the Change Orders ribbon tab.
  2. Do either of the following:

    To

    Do this

    Create reports on all change orders or specific types of change orders

    1. On the menu, select Reports.

    2. To only create change order reports, at the bottom of the Project Management Report Filters dialog box, ensure that only the Change Orders check box is selected.

    3. To only include specific types of change orders in the reports, in the Project Management 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 change order properties that you want to include in the report to the Included list.

      • Type the maximum and minimum values for the change orders that you want to include.

        For example, define the earliest and latest dates for the change orders that you want to include.

    5. Click OK.

      To further limit the change orders that are included in the reports, repeat steps b to d for all necessary filter types.

    6. Click Make Report.

    Create reports on the currently selected change orders

    1. On the menu, select Reports - Selected.

  3. In the Report Selection dialog box, select the report that you want to view, print, or export.

View the change order 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 change order 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 change order 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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