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Reports

Reports

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Reports

Assigning a Form to a Report Type ............................................................3

Creating a Report Template .........................................................................5


2.1

Generate report templates from scratch ...................................................5

2.2

Generate report templates from existing reports.......................................6

Creating a Report Overview Without a Template .......................................9

Creating a Function-related Report Without a Template .........................14

Creating a Report From a Template ..........................................................19

Generating Project Reports .......................................................................20

Manually Placing a Report in a Page.........................................................21

Manually Updating a Report.......................................................................24


8.1

Update in the page navigator ..................................................................24

8.2

Update in the report overview .................................................................26

Updating a Report Automatically / Not Automatically .............................27


9.1

Automatically updating report pages.......................................................27

9.2

Not automatically updating report pages.................................................29

This functionality is only available for certain module packages. Info

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Reports

Assigning a Form to a Report Type

Preconditions:

You have opened a project.

You have a form which matches a report type.

Utilities > Reports > Generate


1. Select [Settings] > Output to pages.

2. In the Report type column, decide on a report type.

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3. In order to assign a form to the report type, click on the corresponding line in
the Form column, and select "Browse..."
EPLAN opens the Select form dialog and shows the directory defined in
the settings as the form directory.

4. To preview a form, select the form and activate the Preview check box.

5. To accept the selected form, click [Open].

This functionality is only available for certain module packages. Info

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Reports

Creating a Report Template

You can specify settings for reports in a report template. These settings can always
be reused when generating new reports. Report templates can be generated
completely from scratch or based on an existing report.
Precondition:
You have opened a project.
Utilities > Reports > Generate

2.1

Generate report templates from scratch

1. Select the Templates tab.

2. Click [New].

3. Select a report type in the Select report dialog and click [OK].

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4. In the Filter / sorting - <Report type> dialog, select schemes for the filtering,
sorting, and page breaks, and click [OK].

5. In the <Report type> dialog, specify a start page for the report.

2.2

Generate report templates from existing reports

Precondition:
You have created a report.

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1. In the Reports - <project name> dialog, select the Reports tab.

2. Select a report and select Popup menu > Create report template.
The report template is generated.

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3. To check or adapt the settings of the report template, select the Templates
tab.

4. Select the template and change the settings in the right-hand area in the
Value column.

This functionality is only available for certain module packages. Info

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Reports

Creating a Report Overview Without a Template

Report overviews may occur multiple times in the project. Report overviews generate,
for example, the report types "Terminal strip overview", "Title page / coversheet". The
way in which the report pages are sorted into the existing page structure depends on
the type of page sorting defined in the report settings for the particular report type.
Preconditions:

You have opened a project.

You have assigned a form to the desired report type.

In the Settings: Output to pages dialog, you have specified all of the desired
settings.

Utilities > Reports > Generate


1. In the Reports- <project name> dialog, select the Reports tab and click
[New].

2. Select the output format Page from the Output format drop-down list.

3. Check whether the project where the report is to be generated has been
entered into the Output project field.

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4. To select a different project click [...] in the Project selection dialog, select
the desired project and click [OK].

5. Select a report overview in the Select report type field.


If a report overview is selected, then the Manual selection check box is
not available.

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6. Click [OK].

7. In the Filter / sorting dialog, define the filtering, sorting, and page breaks, if
desired, and click [OK].

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8. In the <Report type> dialog, enter the page name of the start page into the
first structure identifier.

9. If desired, enter an optional page description and sheet number and then click
[OK].

10. Define the properties of the start page for all other structure identifiers in the
same manner. The structure identifiers that are available depend on the page
sorting assigned to the report type in the Settings: Output to pages dialog.

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11. To adopt the start page properties for all structure identifiers, select the check
box Apply start to all structure identifiers.

This functionality is only available for certain module packages. Info

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Reports

Creating a Function-related Report Without a


Template

Function-related reports can only occur once in the project. Function-related reports
generate, for example, the report types "Terminal diagram", "Cable diagram".
Preconditions:

You have opened a project.

You have assigned a form to the desired report type.

Utilities > Reports > Generate


1. In the Reports- <project name> dialog, select the Reports tab and click
[New].

2. Choose the output format Page from the Output format drop-down list.

3. Check whether the project where the report is to be generated has been
entered into the Output project field.

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Reports
4. To select a different project click [...] in the Project selection dialog, select
the desired project and click [OK].

5. Select a function-related report type on the Select report type field.


If a function-related report type is selected, the Manual selection check
box is available.

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6. Select the Manual selection check box and click [OK].

7. In the Available field, select the device that is to be included in the report and
(Move to the right).
then click
The component will be moved into the Selected field.

8. Choose all the desired components in the same manner.

9. To alphabetically sort the devices for the report, click [Sort].

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10. Click [OK].

11. In the <Report type> dialog, enter the page name of the start page into the
first structure identifier.

12. If desired, enter an optional page description and sheet number and then click
[OK].

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13. Define the properties of the start page for all other structure identifiers in the
same manner. The structure identifiers that are available depend on the page
sorting assigned to the report type in the Settings: Output to pages dialog.

14. To adopt the start page properties for all structure identifiers, select the check
box Apply start to all structure identifiers.

This functionality is only available for certain module packages. Info

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Reports

Creating a Report From a Template

If you generate a report from a report template, then you no longer need to specify all
the settings. All settings already specified in the template are used for the report.
Preconditions:

You have opened a project.

You have access to a fixed or user-defined report template.

Utilities > Reports > Generate


1. In the Reports - <project name> dialog, select the Templates tab.

2. Select a template and click [Generate report].


The report is generated based on the template.

This functionality is only available for certain module packages. Info

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Reports

Generating Project Reports

If you report on the entire project, then reports are generated from all existing report
templates. In addition, all existing reports are updated.
Preconditions:

You have opened a project.

You have already generated reports and / or created report templates.

1. Select the menu item Utilities > Reports > Generate project reports.

This functionality is only available for certain module packages. Info

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Reports

Manually Placing a Report in a Page

Preconditions:

You have opened a project.

You have assigned a form to the desired report type.

You have opened the page in the graphical editor in which you want to place
the report.

Utilities > Reports > Generate


1. In the Reports - <Project name> dialog, select the Reports tab and click
[New].

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Reports
2. Choose the output format "Manual placement" from the Output format dropdown list.

3. Check whether the project where the report is to be generated has been
entered into the Output project field.

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4. In the Select report type field, select the report type and click [OK].
When the Filter / sorting dialog opens, define any optional filtering and
sorting and then click [OK].
The report hangs on the mouse pointer.

5. Position the mouse pointer at the location on the page where the report should
be placed.

6. Click the left mouse button.


The report is inserted in the page.
The report is listed in Utilities > Reports > Generate in the report overview
as an "embedded report".

This functionality is only available for certain module packages. Info

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Reports

Manually Updating a Report

During updates, all reports are always updated which belong to a report block.
Preconditions:

You have created report pages.

You have opened the project with the report pages in the navigator dialog
Pages - <project name> .

8.1

Update in the page navigator

1. Select a structure identifier layer from the Pages - <project name> dialog.

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Reports
2. Select the menu items Utilities > Reports > Update.
All report pages and all embedded reports below the structure identifier
layer will be updated.

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Reports

8.2

Update in the report overview

1. Select the menu item Utilities > Reports > Generate.

2. Select a report layer in the tree structure of the Reports tab.

3. Click [Update].

This functionality is only available for certain module packages. Info

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Reports

Updating a Report Automatically / Not


Automatically

An existing report page can be automatically updated upon opening.


Preconditions:

You have created report pages.

You have opened a project in the page navigator.

9.1

Automatically updating report pages


Note:

If you update report pages automatically, then opening pages takes somewhat longer
than opening without automatic updating.
1. Select the menu item Options > Settings.

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2. Select User > Display > General.

3. In the Settings: General dialog, select the Update reports when opening
pages check box, and click [OK].
If you now open a report page, then the report page will be updated.

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Reports

9.2

Not automatically updating report pages

1. Select the menu item Options > Settings.

2. Select User > Display > General.

3. In the Settings: General dialog, uncheck the Update reports when opening
pages check box, and click [OK].
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If you now open a report page, then the report page will not be updated.

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