New Report Template Dialog - 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)

Displays options for creating plant-level and user-level report templates. This dialog opens when you select Reports > New on the main menu bar.

Source template

Lists the names of all existing report templates and Blank. You select a user-level template, plant-level template, or Blank. The Blank option creates a Microsoft Excel workbook with no predetermined formatting information. If you chose Blank, you must specify an item type; whereas, if you do not choose Blank, the software automatically displays the item type that corresponds to your source template. Templates in this list appear in alphabetical order.

Name

Allows you to enter a meaningful name to describe the report that you are creating. This name matches your Microsoft Excel workbook. The software appends .xlsm to the name when you save the Excel workbook.

Item type

Defines the item properties available in your report. If you do not select a Blank source template type, then the Item type option automatically displays the item type that corresponds to your source template.

Report Type

Specifies your report format. Available options include fixed, tabular, and composite. All delivered report templates are tabular format.

Fixed format

Creates one Microsoft Excel worksheet for each item. You only edit the first worksheet, but all fixed format worksheets, one for each item of the report item type, follow the format of the first worksheet when you generate your report. The Options command on the Add-Ins tab is not available for editing a fixed format report template because you are free to place headers and data anywhere you want on your worksheet.

Tabular format

Formats your report in a table. That is, the properties of each item included in your report begin on a unique row, or the template format is row-based. All delivered reports are tabular format.

Composite format

Creates two Microsoft Excel worksheets for each item. You only edit Sheet 1 and Sheet 2 of the workbook. When you generate the report, all the worksheets, two for each item type, follow the format of Sheet 1 and Sheet 2.

Description

Describes the report type that this template produces. You can assign any description.