Edit Report Definition dialog box - SmartPlant Foundation - IM Update 48 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

Allows you to define the query criteria for a new report.

Report output style - Allows you to specify the report style. You can send the report output to a list view or to a file in Excel, Word, or HTML format. If you specify Excel as the destination file type, you can use an existing Excel file as a template to format the report. The Custom Report option allows you to send report data to a custom reporting application, if your system administrator has set up such a configuration.

Related Item - Specifies the category of the property that you want to read from the database and put into the report.

Caption - Displays the names of the properties that can be selected for your output report. You can type a new name.

Sort - Allows you to select a sort type of either ascending or descending.

Sort Order - Allows you to sort the order of the properties selected for the report.

You can assign a sort order value to a property by right-clicking or left-clicking the Sort Order column for that property:

  • By right-clicking the column, the greatest value incremented by one is assigned to the property.

  • By left-clicking the column, the greatest value incremented by one is assigned to the property; meanwhile, a spin box is shown, allowing you to change the value.

Criteria - Allows you to define a value for your query criteria.

Prompt - Allows you to prompt the user for query criteria.

Download Physical File – Allows you to download physical files related to an object in the report to a shared location. This option is available if the Download File check box is selected and a valid shared path is specified in the Download Path text box.

  • When you change the value of the Download Physical File option to True in a row that represents related items, you will see the following changes in the Report Details list:

    • The row where you clicked will retain the False value, but a new row is created at the bottom of the Reports details list.

    • This new row has the same value in the Related Item column and represents the path where the files are downloaded to.

    • The Caption option in the new row is updated to have the word “Path” appended to the caption of the original row, but it is editable if you want to change it.

The Download Physical File option is set to True.

Select All - Allows you to select all the properties listed.

Clear All - Allows you to clear all the selected properties.

Display latest values only - For reports run on published data, displays the latest published values shown in DWShared domain for shared objects.

This option only applies to reports that display published data. The report also highlights inconsistent property values.

Move Up - Moves the selected row up one position in the report definition.

Move Down - Moves the selected row down one position in the report definition.

Schedule ad hoc report

Run in background - Allows you to run the ad hoc report in the background.

Start date - Allows you to specify the date and time to run the ad hoc report in the background.

Download or Compress

Download Files - Allows you to download physical files to a specified shared location.

Download Path - Allows you to specify a shared location to save physical files.

Download as Zip File - Allows you to download physical files in a zipped format.

Apply - Displays the report using its current format.

Save - Saves the report in its current format