Create customized report lists

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create customized report lists

You can create customized report lists for different Tekla EPM 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 that report lists need to be created separately for each Tekla EPM module.

  1. In any Tekla EPM job, click the associated ribbon tab.
  2. On the menu, select Reports, or press Ctrl+R on the keyboard.
  3. To only include particular information in the reports, in the 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 information that you want to include to the Included list.
    • Type the maximum and minimum values for the items that you want to include.
  5. Click OK.
  6. Depending on the dialog box that opens, do the following:
    • In the Report Selection dialog box, click Edit Report Types.
    • In the Report Progress dialog box, click Edit.

The Report Types dialog box opens.

Create a report list

  1. At the bottom of the Report Types dialog box, click New.
  2. 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, click the arrow on the right side of the Company Setup list and 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 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.

  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.

    3. In the Enter Value dialog box, 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.

    2. In the Enter Value dialog box, 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

    1. 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 used when printing the report

    1. Select the report in the list on the right side of the dialog box.

    2. Click Select Printer.

    3. In the Select Printer dialog box, click a printer to select it.

    4. Click OK to save the printer settings.

    Create a custom report and add it to the report list

    1. Click User-Defined Reports.

    2. In the User-Defined Reports dialog box, click New.

    3. Select the report that you want to use as the basis of the user-defined report.

    4. Click Select Base Report.

    5. Define the report name and title.

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

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

    6. Click Add.

    7. To close the User-Defined Reports dialog box, click the Close button (X) in the upper-right corner.

    8. Click the arrow buttons to move the custom report to the list on the right side of the Report Types dialog box.

  6. 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, click the arrow on the right side of the Company Setup list and 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, 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.

    3. In the Enter Value dialog box, 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.

    2. In the Enter Value dialog box, 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

    1. 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 used when printing the report

    1. Select the report in the list on the right side of the dialog box.

    2. Click Select Printer.

    3. In the Select Printer dialog box, click a printer to select it.

    4. Click OK to save the printer settings.

  5. Click Edit to save the changes.

To create customized reports and add them to report lists in Tekla EPM, see Create customized reports.

Delete a report list

Note that 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.
  3. To permanently delete the report list, click Yes in the confirmation dialog box.
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