Report Configuration in Plant 3D

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Report Configuration

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Report
Configuration

 For MTO, Equipment list, Pump list, Instrument list, Line list, Valve list we
recommended to open Report Creator.

 On desktop, double-click the Report Creator icon .

 In the Report Creator dialog box, do the following:


 Under Project, either select a project from the drop-down list.

 Under Report Configuration.


 Click New.
 In the New Report Configuration dialog box, click From Existing Report and
select the configuration you want to modify.

 Click OK.

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 We can able to choose the file format in “Target”.

In the Report Configuration dialog box, under Report Configuration, do the


following:
 Type a name for the modified report. Click the Save button.
 Click Edit Query.

In the “Query Configuration” dialog box, make changes as needed as you do the
following:
 For Query Type, click P&ID Classes, Drawings, or Plant 3D Classes.
 Under Available Classes, select the class you want and click the right arrow
to place it under Included Classes. Repeat this step until you have selected
all the classes you want represented in the report.
 In the “Field table”, filter column, enter a filter for any field, for example,
next to spec, enter 'CS150'. (Click Show Filter Examples to view filter
formats.)

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 In “Filter” we can control the size limits for example if we need to create
report only for 3” for that purpose Filter uses here.
 In the field table, sort order column, double-click a cell to toggle through
sort options and select the one you want.
 Click “Test Query Result” to make sure your query produces the correct
report information and click OK.
 In the “Report Configuration” dialog box.
 Click “Edit Report Layout”.
 In the Report Designer, make the desired changes to fields or layout. Click
the “Print Preview” tab to check your work and then close the Report
Designer.
 Click Yes to save changes.
 In the Report Configuration dialog box, do the following:
 Under Output Type, select whether you want Report / Project (all data is
exported into a single report), Report / Drawing (data is exported for each
drawing into individual reports), or Report / Object (each object has its own
generated report, for example, an equipment specification sheet).
 Under Target, select the output format you want.
 Show Options When Printing / Exporting - You can set whether options
should be displayed after clicking Print/Export. If this box is checked, for
example, you can change the printer before printing.
 All Reports in One File - You can set whether the single reports that are
created using output type One report / drawing or One report /
object should be combined into one document. This setting is convenient if
you want to create one PDF document instead of separate PDF specification
sheets.
 Click OK.
 The new report configuration based on an existing configuration is
complete.
 To get BOM for currently opening drawing file,
Home - Data Manager – Click on required files what you want to Export BOM.
 Then select the path for saving BOM.

 For Report content editing, Project setup - General settings – Report –


Modify.

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 In Edit Query Layout, we can change the text height, text style for MTO.

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