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Click Tools > Run Report SHARED to display the Run Report Dialog Box SHARED.
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Click the Catalog Reports tab.
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Expand the tree view to select the category for your report (such as Piping or Equipment), and select the report template you want to use.
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Optionally, type a name for the output file in the File name box, and click Browse to locate the report template to use.
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To run the report on objects in the select set, check the Use Select Set option.
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Click Run. If the report requires additional input, such as a filter or parameter, the command displays the necessary dialog boxes, such as the Select Filter dialog box, Filter Properties dialog box, and Report Parameters dialog box.
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Before running a report, confirm your system administrator has created the necessary reporting databases; that is, the Reports database must exist before you can run a report.
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If you attempt to run a report template but the Reports database does not exist, the software displays the message Cannot get Reports Database connection. Contact your system administrator for the prerequisite databases.
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You can define the path to your output report in advance by clicking Tools > Options and then selecting the File Locations tab.
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Some templates require you provide some additional information. This information is based on the particular criteria you select for your report.
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Reports in .xls format can have a maximum of 65,536 rows. If a report reaches the maximum, a message in the error log of the software alerts you: Excel sheet limit (65,536 rows) was reached. Change the format to .xls to avoid the row limit.
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If you click No to avoid overwriting an existing report, the software displays the Browse dialog box so you can specify a different report name.