Define the Contents of Your Report Template - Intergraph Smart Electrical - Help - Hexagon

You can edit your report template in Microsoft Excel and specify what item properties are available for you to report on.

1. In Microsoft Excel, select Define on the SmartPlant Reports toolbar in Smart P&ID help..

2. If you want to add a new report item type so that its properties will be available to map onto your report template, select the node in the Report on hierarchy under which you want the new item type to appear. Select New.

   

   • When you select New on the Define Report Contents dialog, you can choose from only those items which are related to the item you selected in the Report on hierarchy.

   • The highest node in the Report on hierarchy that you can add a new item under is the node that belongs to the report item type that you base your template definition on. You can add items under any nodes subordinate to the main report item type as long as they have items related to them.

   • Using the New command skillfully allows you to navigate in all directions in the plant hierarchy and gather properties from throughout the plant database.

3. On the New Items dialog, select the new item you want to add to the hierarchy.

4. You can change the name of the item that is displayed in the hierarchy by typing your choice in the Name Box.

   If the item you choose has the same name as an item elsewhere in the hierarchy, you must type a different name for it in the Name box.

5. Select Apply.

6. When you have added all the items you want from this list, select Close.

   If you want to add more new items under another node in the hierarchy, choose that node and repeat steps 2 through 5.

7. On the Define Report Contents dialog, select an item whose properties you want to be available for your report template.

8. Select Define.

9. On the Properties tab of the Define Report Items dialog, choose the properties that you want to be available to map to your report template.

   

   • If you want to sort the order in which your items are listed when you generate a report, choose the property or properties to sort on by using the Sort tab.

   • If you want to change the filter that finds your report items, use the Filter tab. For instance, you may want to change from a filter that displays all pumps to using a filter that displays only active pumps.

10. Select OK. The Define Report Contents dialog remains open, and so you can repeat steps 2 through 9 to continue adding more items and specifying their properties.

11. When you have chosen all the properties you want in your report, select OK on the Define Report Contents dialog.

• All the properties you have specified to be available to map into your template are now displayed when you select Map Properties on the SmartPlant Reports toolbar. Now you can use the properties you have specified in the layout of your template.

• To include the properties of a document in your report, add the following macro to the template:

  d_attribute name (For example: d_ItemTag or d_Description)

• You can add plant and plant group column headers to your templates. Use the following macros to show plant and plant group names. Note that all macro names are case sensitive:

  • Plant.Name

  • Area.Name

  • Unit.Name

  • Unit.<custom property>

• You can use custom properties to add client information.

• For project and contractor information, use the following:

  • Project.<PropertName>

  • Contractor.<PropertName>