Creating and Editing Report Templates - Intergraph Smart P&ID - Help - Intergraph

Intergraph Smart P&ID Help

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English
Product
Intergraph Smart P&ID
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Smart P&ID Version
9 (2019)
Smart Engineering Manager Version
10 (2019)
SmartSketch Version
10.0(2018)

Although the software includes several default report templates, such as Equipment List and Drawing List, you create your own custom report templates or modify the delivered templates in order to gather and display the specific information that you want. So the software allows you to define report templates in several different formats and with all manner of information from the design database.

You can create report templates in three different formats:

The delivered report templates are all tabular format reports. Fixed and composite format templates allow the greatest amount of freedom in formatting your report.

Not only can you completely control the format of your report, but you can control the content of the template also. Each report is based on a unique item type, and the properties that are associated with that item type are readily available to include in your report. In addition, any item that is related in any way to the basic item type of your report makes its properties available to include in the definition of your template, too. For instance, the properties of inline components and instruments can be used in a pipe run report because inline components are related to their pipe runs. In order to discover how items and their properties are related, and thereby how you can map the properties that you want into your report templates, see the Properties Glossary, which is included in the glossaries attached to Smart P&ID Help.

Portable report templates

In previous versions of the software, when a property is mapped to a report template, the template file stores an internal identifier for that property; thus, that report template is tightly linked to the plant that creates the property. Now the property name is mapped into the report template; therefore, as long as all plants use the same property name, the same report template is valid.

When creating a new report template, the software saves the file *.xlsm for Excel 2007 or a newer version and *.xls for older versions of Excel.