Creating Reports

The Create Report command allows you to select record data that is attached to objects in a drawing (such as manufacturer, size, and price) and create a worksheet based on the data. The command can either create a new worksheet or append database rows to an existing worksheet. For more information about how to attach data to objects, see Attaching Record Formats to Symbols and Objects.

To create a report from objects in a drawing:

1. Select the Create Report command from the appropriate menu:

●    Fundamentals, Architect, Landmark workspaces: Tools > Reports > Create Report

●    Spotlight workspace: Spotlight > Reports > Create Report

The Create Report dialog box opens. Specify the report criteria. Items in the Worksheet Columns list are listed in the order in which they will appear in the worksheet; to change the order, click on the # column and drag the item to the desired position in the list.

Click to show/hide the parameters.

Parameter	Description
Title	Enter a worksheet title; if the report data is appended to an existing worksheet, this title is added to a spreadsheet cell above the database rows that are appended
List all	Select whether to list all symbols in the drawing, or to list all drawing objects that have a specific record attached to them
Listing objects with record	If you selected the option to list all objects with a specific record, select the record format to use
Possible Columns	Lists the columns that can be selected for inclusion in the worksheet
Worksheet Columns	Lists the columns that are currently selected for inclusion in the worksheet
Add >> / Add All >>	To add a column to the worksheet, select it in the Possible Columns list and click Add; click Add All to move all the columns to the Worksheet Columns list
<< Remove /  << Remove All	To remove an item from the worksheet, select it in the Worksheet Columns list and click Remove; click Remove All to move all the columns to the Possible Columns list
Summarize items with the same	Select the checkbox to summarize symbols or objects that contain the same value for a specified field, rather than creating a new database sub-row for each; then select the field to summarize from the drop-down list
Options	Opens the Create Report Options dialog box

2. Click Options to specify additional report criteria.

The Create Report Options dialog box opens.

Click to show/hide the parameters.

Parameter	Description
New worksheet	Select to create a new worksheet
Append to existing worksheet	Select to append the information to a worksheet, and then select the target worksheet
Search in symbols	Select to search inside symbol instances for embedded objects or symbols and include this information in the worksheet
Search in plug-in objects	Select to search inside plug-in object instances for embedded objects or symbols and include this information in the worksheet

3. Specify the options for creating the report, and click OK to return to the Create Report dialog box.

4. Click OK to create the worksheet.

The worksheet opens automatically. The top row of the worksheet contains a title for each column selected. Next is a database header row (indicated by a diamond next to the row number) that contains sub-row totals for each column. Beneath the header row are sub-rows for each object or symbol in the drawing that matches the report criteria.

 

5. To add more data to the worksheet, repeat steps 1 through 4 and select the Append to existing worksheet option.

6. Once all the data is added, edit the worksheet. For example, add rows or columns, change the text format, or add color. To hide the database header rows, toggle the Database Headers setting from the Worksheet menu.

Click here for a video tip about this topic (internet access required).

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Creating a Blank Worksheet

Importing Worksheets

Worksheet Tutorial: Creating a Wall Schedule

Using Preformatted Schedules

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