Order and quote reports

You can create an order and quote report, view it, and email or print it for the customer.

Note:

The Report Selection dialog box automatically shows only the reports for the section of Order Entry dialog box in which you are working. To see a list of all reports, click Edit Report Types and move all reports to the Included list.

In the Order Entry dialog box, select a quote or an order.
Click the Order Entry ribbon tab.
On the menu, select Reports or press Ctrl+R on the keyboard.

The Report Selection dialog opens.
Select the report that you want to view, print, or export.

Do one of the following:


To	Do this
View the report	Click View. The report opens in Tekla PowerFab Report Viewer. You can use the Email Excel and Email PDF buttons at the top of the Tekla PowerFab Report Viewer window to email the report via Microsoft Outlook.
Print the report	Change the number of the printed copies by clicking the plus (+) and minus (-) buttons. Click Print. The Select Printer dialog opens. Click a printer to select it. Click OK.
Export the report	Click Export The Export Options dialog opens. In the Export Format list, select an export format. To select the location where you want to save the exported file, click Browse. Browse to the location where you want to save the exported file, and click Save. You can modify the file name as needed. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email checkbox. To open the file after exporting it, select the Open Exported Document checkbox. To export the file, click Export.

To close the dialog, click the Close button (X) in the upper-right corner.