Generate a report for an active drawing - Intergraph Smart P&ID - 10 - Help - Intergraph

Intergraph Smart P&ID Help

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English
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Intergraph Smart P&ID
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Smart P&ID Version
10
Smart Engineering Manager Version
11
SmartSketch Version
10.0(2018)

You can generate report on an active drawing using either the selected items or all the items in the drawing.

  • Ensure you have Microsoft Excel installed on your computer to view the report.

  • Before running any Line List report, verify that every line in the selection has an Item Tag.

Generate report for the entire drawing

  1. Choose which report template you want to use.

    To use this

    Do this

    A default report template

    1.

    Select Reports > Plant Reports.

    2.

    In the Plant Reports dialog, select a template.

    A custom report template

    1.

    Select Reports > My Reports.

    2.

    In the My Reports dialog, select a template.

    SHARED Tip For information on how to create a custom report template, see Creating and editing report templates.

  2. If necessary, select Include items in drawing stockpile.

Generate report for only the selected items in a drawing

  1. In the drawing, select the items that you want to include in the report.

    SHARED Tip You can fence select multiple items or press and hold the CTRL key to select multiple items.

  2. Choose which report template you want to use.

    To use this

    Do this

    A default report template

    1.

    Select Reports > Plant Reports.

    2.

    In the Plant Reports dialog, select a template.

    A custom report template

    1.

    Select Reports > My Reports.

    2.

    In the My Reports dialog, select a template.

    SHARED Tip For information on how to create a custom report template, see Creating and editing report templates.

  • When generating a report, the software displays all report templates with unique names. If there are templates with same names but different formats (.xlsm and .xls), the software displays only one of the templates based on your Excel version: *.xlsm for Excel 2007 or a newer version and *.xls for older versions of Excel.

  • All the generated reports are stored in the C:\Users\[username]\My Reports\Output folder. Replace [username] with actual username.

  • For plants with projects, the software includes plant name in the Excel report in <Plant name>!<Project name> format. For example, if the plant name is ACPL and the associated project name is GC-EXP-001, then it would appear as ACPL!GC-EXP-001 in the report.