Reports

You can add and edit reports that are used for drawings, records, and specifications.

The following types are available:
  • Reports from templates: Reports that are created from custom or system report templates.
  • Ad hoc reports: Reports that are based on a selected data view.

Reports with Templates

The basic process for working with reports from templates:
  1. In the portfolio or project settings, upload a report logo. (See Upload a report logo).
  2. Optionally, in the portfolio settings, change how linked files are included in emailed reports for single records. (See Report templates.)
  3. Optionally, create or edit the report file in Crystal Reports. (See Report files.)
  4. For each record type, add a custom report template, or edit an existing report template. (See Report templates.)
  5. Create a report from a template for the selected drawings, records, or specifications. (See Create Reports from Templates)

Ad Hoc Reports

Ad hoc reports are based on a selected data view.

The basic process for working with ad hoc reports:

  1. Create and save a data view. (See Create a custom view.)
  2. Optionally, in the report settings, customize the header and footer. (See Headers and footers for ad hoc reports.)
  3. Generate a report for the selected custom view. (See Create an ad hoc report.)