Generating a Report

This task explains how to generate a report listing values of selected properties. Before you do this you need to define the report format.

Examples from the Piping Design workbench are used here.
Substitute the appropriate resource or directory when working in another workbench.

  1. Select Tools > Report > Generate.

    The Generate a report dialog box displays.

  2. Click Open and select the format you want to use for your report, in this case NewReport.

  3. If you had defined a query in your report format, then select Objects from Predefined Query.

  4. If you select one or more objects in the document, then select Currently Selected Objects.

  5. If you want a report on all objects in your document, then select All Objects in Document.
    This option enables to create a list of children objects (.CATParts, .CATProducts) directly under the root document and a report is generated on those listed children objects. The asterisks will be displayed for the attributes defined in the report definition template, and which are missing on the object(s).

  6. Click OK and select a format, such as HTML, when you are prompted.

    The report is generated. It shows values for all properties defined in your report format for all objects in the document that have them.
    Where an object does not have a property the report displays asterisks.

  7. If you want to display these values in your document, click Insert In Doc.

    • To generate the report from a schematic and insert it in a schematic, click Insert In Doc and click anywhere in your drawing.
    • To generate the report from a 3-D document and insert it in a schematic, click Insert In Doc and select the sheet or view in the specifications tree.
      Do not select a point in the sheet. The data will be placed at the origin of the sheet or view, and can be moved to another location.

  8. Click SaveAs to save the report.
    Specify a file name and location.