Creating reports

Report type

(new worksheets only; Vectorworks Design Suite product required)

Select Custom Report to specify which objects, fields, and functions to display in the report.

Select Preformatted Report to select from a list of several standard reports; see Using preformatted reports.

Title

(new worksheets only; Vectorworks Design Suite product required)

Enter a report title. If you append the report data to an existing worksheet, this title is added to a spreadsheet cell above the database rows that are appended.

Criteria

Criteria settings determine which drawing objects will be listed as sub-rows in the report—for example, all objects with a cabinet record attached to them.

Basic Criteria

Creates a report based on one specific criterion. From the pull-down list, select the criterion—for example, a certain type of object, such as a symbol. If you select Objects with a record, also select the record from the list that displays.

Search within

If desired, check the options to include objects that are part of symbols, plug-in objects, viewport annotations, and design layer viewports (Vectorworks Design Suite product required).

Advanced Criteria

Creates a report based on multiple criteria. Click Edit Criteria and set the criteria as described in The Criteria dialog box.

Columns

Column settings determine which information displays in each column of the report—for example, the description, price, and layer location for each cabinet in the drawing.

Select from

From the list on the left, select the general type of data to work with: records, functions, or styles. If Vectorworks Design Suite is installed, you can also select from data sheets, and IFC or COBie data.

From the list on the right, select a more specific category within that data type. To filter a long list, enter text in the search field above the list.

Possible Columns

The available columns depend on the selections in the Select from lists. To filter a long list, enter text in the search field above the list.

Report Columns

Lists the columns that are currently selected for inclusion in the report, in the order in which they will appear. To change the order, click on the # column and drag the item to the desired position in the list.

Add >> / Add All >>

To add a column to the report, select it in the Possible Columns list and click Add. Click Add All to move all the columns to the Report Columns list.

<< Remove /
<< Remove All

To remove an item from the report, select it in the Report Columns list and click Remove. Click Remove All to move all the columns to the Possible Columns list.

Add Custom Field

Opens the Custom Field dialog box, to add a custom field to the report. Enter a Name/Label for the field. Click Insert Record Field/Function to open the Select Function dialog box, and select from the functions or fields available (see Inserting a function). Alternatively, make entries in the Formula field directly.

Format Field

Opens the Format Field Column dialog box, to apply appropriate formatting to the column. See Formatting worksheet cells for Number Format descriptions. Select Sum values if desired; see Cell context menu.

Edit

For a custom field, opens the Custom Field dialog box to allow editing.

For one of the parameter-based worksheet functions, opens the Edit Parameter dialog box to enter a parameter. See Worksheet functions.

Summarize items with the same

Select the check box to summarize objects that contain the same value for a specified field, rather than creating a new database sub-row for each. Select the field to summarize from the drop-down list.

Place report on drawing

Places the report on the drawing when it is created (not available when accessed from an existing worksheet)

Append to existing report

Appends the information to a report in this file; select the target report (not available when accessed from an existing worksheet)