Create reports

Reports are necessary in order to organize the data of objects in the drawing.

Recommended report structure:

• Header of first page;
• Header of following page;
• Header of last page;
• Report title;
• Report template;
• Report;
• Report summary;
• Footer of first page;
• Footer of following page;
• Footer of last page;

Generating a report

To create a report in the table editor, call the command from "Main menu - Section - Insert Report section". The command will create a subsection "Report template".

Additional subsections are added using the "Report template" menu: "Report title", "Report Summary".

Header and footer sections are added from "Main menu - Section".

Report template

The report template defines the content and appearance of the report; it can consist of one or several lines. A separate copy of the report lines is created for each object. Formulas in the report are calculated using the properties of the selection objects.

The following commands are available in the "Report template" menu (click on the subsection name):

• "Object filter..." - opens the "Quick Selection" dialog for forming a selection of drawing objects. The command is duplicated by the "Select source objects" button on the right in the "Report template" section.

• "Merging and Grouping..." - opens the "Row grouping and merging" dialog in which the parameters of grouping and merging table cells are configured. The command is duplicated by the "Group and merge" button on the right in the "Report template" section.

• "Freeze report" - the switch controls the report refresh mode. If the checkbox is selected, the update is performed manually, and the "Update report" command becomes available.

• "Update report" - refreshes the values of report objects, the command is available in manual refresh mode.

• "Report header" - adds a "Report Title" subsection to the beginning of the report, displayed at the beginning of each part of the table.

• "Append Data section" - adds a data section below the report. If the section already exists, an additional line is appended.

• "Append Report section" - adds a new report below the current one.

• "Remove Report" - deletes the report with all associated subsections.

• "Rebuild" - completely rebuilds the report based on the report template. Data entered manually in the "Report" section will be overwritten.

• "Convert to Data section" - the command converts sections of the report to data. Blank lines are not converted. Calling the command opens the "Conversion options" dialog.

• "Report footer" - Adds the "Report Summary" subsection to the end of the report, displayed after each part of the table.

All related subsections of the report are visually combined with brackets.

Important!

The report template has absolute priority over custom changes. After the refresh, the report colored by the user will become the same as the specified report template. Automatic report lines corresponding to the collected objects will be automatically formatted strictly according to the report template.

Report

The "Report" displays the values of the template variables.

The report contains cells (with a lilac background) containing object data, marked with a special color. Selecting cells highlights the corresponding objects in the drawing.

When editing such cells, the changes will be applied to the very object to which they refer. For instance:

1. Take a Bolt GOST 7795-70 with a length of 50 mm and place a leader on it.

2. Create table, report template and tie to bolt (parametric object).

3. Add parameters: Object.Name and Object.L.

4. Enter the new length, for example 120. Close the table editor.

5. The length of the bolt in the drawing has changed.

Report title

The following commands are available in the "Report Title" menu (click on the subsection name):

• "Remove section" - deletes the "Report Title" section.

Report summary

The following commands are available in the "Report Summary" menu (click on the subsection name):

• "Remove section" - deletes the "Report Summary" section.

In the context menu of the "Report Summary" cells, there are the following additional commands: "Sum", "Average", "Minimum", "Maximum", "Count".

The commands insert into the selected cell corresponding to the name of the expression. The action is applied to a fragment of a column within one section.