Create a New Blank Report Template - Intergraph Smart P&ID - 11 - Help - Intergraph

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Smart P&ID Version
11
Smart Engineering Manager Version
12
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11

You can define a new report template which is not based on a pre-existing template.

  1. Select Reports > New.

  2. On the New Report Template dialog, select Blank from the Source template list.

    • You can create a new report template based on an existing template by specifying a source template also. See Create a Report Template Based on an Existing Template.

    • Because delivered reports are all in tabular format, you must choose Blank if you want a fixed or composite format report template. You can select Blank for a tabular format report template, nonetheless.

  3. In the Name box, type a meaningful name to describe the report template you are creating. This entry is the name of your Microsoft Excel workbook. When you save the template, the software appends the .xlsm extension to the name.

  4. In the Item type box, select an item type.

  5. In the Report type box, choose template format.

    SHARED Tip These options are only available when you choose Blank from the Source template list.

  6. In the Description box, type a description for the template.

  7. If you want this template to be available at the plant-level, select the Add to plant reports option.

    SHARED Tip You must have the appropriate permissions, granted in Smart Engineering Manager, to create plant-level report templates.

  8. Select OK to create the template.

  9. When the software gives you the option to edit your new template in Microsoft Excel, select OK and define the layout and contents of the template. For more information about these procedures, see the following topics:

When creating a new report template, the software saves the file as an Excel .xlsm file.