About Reports

There is a lot of flexibility with AutoCAD Electrical reports, which can be run manually or automatically. AutoCAD Electrical extracts multiple fields into each report type. Different reports contain different fields of information. When running a report, you can select which fields to include and which fields to ignore. You can also add your own fields by creating a user-defined attribute support file (.wda) using the User Defined Attributes List tool. Any attributes listed in your User Defined Attributes file are added as available fields to each report. You can strip out some of the field columns of data and create other useful types of reports. For example, run a component report, strip out everything except the TAGNAME, DESC1, DESC2, and DESC3 field columns and you have a legend plate report. If you don't see the specific report that you need, take advantage of the AutoCAD Electrical flexibility and create your own.

There are some features that are common to most of the AutoCAD Electrical reports. You can extract by location or installation values, edit the report, change the report format, post-process the report with your own programs, save the report out to a file, print the report, and put the report on your drawing as a table.

AutoCAD Electrical provides a number of Schematic and Panel reports. Reports can be formatted from the Report Generator dialog box or preformatted using Format Files (.set files).

Modify report templates

You can modify Microsoft Excel report templates "wd_template.xls" and "wd_template_w_macro.xls" so that the report displays the way you need it to without having to manually modify the report output each time a report is run. You can change the orientation of a template file to open in Landscape mode rather than Portrait mode by modifying the template and saving it. Run a report and save to an Excel file. When the Excel file is opened, it displays in Landscape mode.

Note: If you are using the Export Drawing to Spreadsheet tool, modify the "wd_xls_all_template.txt" template.
Tip: Changing some of the setup on template files (such as changing the text in the first row or the sheet names) can cause the export to fail. Before modifying any template files, save copies so that you can revert back to the original version if necessary.

Place reports on drawings

Once you generate a report you can place it on a drawing or drawings by clicking "Put on Drawing" in the Report Generator dialog box. This displays the Table Generation Setup dialog box where you can select options to format the look of the table.

Report tables can be updated once they have been inserted, saving you the trouble of the setup each time. When a report table is inserted, some intelligence is added to the table object so AutoCAD Electrical can determine which report this table was for. There are three items that make a report table unique:

If a report is run and a table exists that matches these three items, then instead of inserting a new report table, the existing table objects update with the current information.

If you want to insert a report table that will not be updated, select "Insert New (not updatable)." This inserts a report table without the intelligence so that when you run the same report again, the table is not updated.

Break report tables

You may want to break a report into multiple tables. You can do this from the Table Generation dialog box without having to run the report multiple times or clicking "Put on Drawing" multiple times. You can break the report table by specifying the number of rows per section. If an entry in the report contains multiple lines of text, such as a Bill of Materials description, each line of text is considered a row. A table will not be broken in the middle of a multi-line entry but the entire entry is moved to the next section.

You can also break a report into sections based on some report fields. This must be selected in the Report Generator dialog box. Different reports may have different Special Breaks available. After you select Special Breaks, and click Put on Drawing, the Apply Special Breaks option is available in the Table Generation Setup dialog box. This option inserts a table object for each section based on the Special Breaks. These multiple table objects (if inserted as updatable) are considered one report table by AutoCAD Electrical and can be updated and edited as one report using the AutoCAD Electrical Edit Component command.

Breaking a Report Table across Multiple Drawings

You can break a report table across multiple drawings if the scope of the report is set to Project and not Active Drawing. In the Table Generation Setup dialog box, once you have defined a break as described above, you can define how many table sections should be placed on each drawing. A blank Sections On Drawing value indicates unlimited sections on the same drawing and you are not prompted for another drawing. Once you enter a Sections On Drawing value, when you reach that value you are prompted for another drawing. If you select a new drawing, you can enter the folder and name for the drawing. Once generated, the drawing is added to the AutoCAD Electrical project. These multiple table objects (if inserted as updatable) are considered one report table by AutoCAD Electrical and can be updated and edited as one report using the AutoCAD Electrical Edit Component command.

Wildcard Filtering

You can filter reports based on wild-carded Installation and Location code assignments. For example, if you mark all of the customer-supplied schematic components and existing equipment with a Location code of “CUST” you can then filter any report using the Location code. To run a report (such as a Bill of Material report) of only the customer-supplied items, select Named Location and enter “CUST” as the Location code in the Location Codes to extract section of the report dialog box and click OK.

You can also run a report of all of the components that are not customer-supplied. To do this, either enter all of the used location codes separated by commas in the Location code edit box of the report dialog box or enter “~CUST” as the Location code in the report dialog box. The tilde (~) prefix causes the report to show everything except components with a Location code of “CUST.”

AutoLisp-supported wildcard characters:

Character Definition

# (pound)

Matches any single numeric digit.

@ (at)

Matches any single alphabetic character.

. (period)

Matches any single non-alphanumeric character.

* (asterisk)

Matches any character sequence, including an empty one and it can be used anywhere in the search pattern: beginning, middle, or end.

? (question mark)

Matches any single character.

~ (tilde)

If it is the first character in the pattern, it matches anything except the pattern.

[...]

Matches any one of the characters enclosed in the brackets.

[~...]

Matches any single characters not enclosed in the brackets.

- (hyphen)

Used inside brackets to specify a range for a single character.

, (comma)

Separates two patterns.

‘ (reverse quote)

Escapes special characters (reads the next character literally).