Defining the Report Format

You use this function, together with the function described in Generating a Report, to get the values of properties of objects in a document. This task shows you how to define the report format.
Before you generate a report you need to define its format. This means deciding which properties you are interested in. This report format is kept in a file which you can use to generate reports from other documents.

To use this function you must first make sure of a setting. Click Tools - Options - General - Parameters and then click on the Knowledge tab.  Under Language check Load extended language libraries

1. Click Tools - Report - Define. The Report Definition dialog box displays.

2. Enter a report name and select a directory location. Enter a report title - you can select anything but you must enter a title.
3. Check the Show Inherited Attributes box if you want to.
4. Click on the down arrow and select the dictionary related to your program.
5. Select the type of object. The list of attributes you will see in Step 6 will depend on the type you select here. However, when you generate a report you will get values for all objects in the document that have the attributes in your report format. If you want to limit the objects for which you get a report you must create a query (Step 8).
6. Select an attribute in the Attribute field and click the Add button. The attribute will be added in the window. Add as many attributes as you want to.
7. In the Program field you can select a program that will add certain information, such as Line ID, to the report.
8. You can further refine your report by using the Edit - Search function to define a query. This will allow you to generate a report on a narrower selection of check valve, say, of a certain size,  instead of all check valves in your document. Detailed instructions on using the Search function can be found in the Infrastructure User Guide under Basic Tasks - Selecting Objects.