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Click
. Find
Note: You can also open this dialog box by clicking Format File Setup on the Automatic Report Selection dialog box. - Select which report to generate a format file for or open an existing format file.
- Specify any report options (if applicable).
- Select installation or location codes to extract (if applicable).
- (Optional) Select to add special break values to the page header. Selecting a special break of Installation/Location, displays the values for these devices in the report section header.
- Select options to sort or format the data before saving the format file. Tip: If you are going to use the format file in automatic reports you should define either the Save Report to File options and/or Put on Drawing options since the reports are not displayed in the Report Generator dialog box.
- Save Report to File: Saves the report to a file. Select the type of output file from the Save Report to File dialog box. You can define multiple file outputs. Choose from: ASCII report, Comma Delimited, Excel spreadsheet, Access database, and XML format.
- Change Report Fields: Changes which data fields are reported and the order in which they appear. You can change the justification of any column and the column label. The Description field can be multi-lined. If you include the Description field in your report, you choose which lines make up this field. Switch on and off the specific fields to define the Description.
- Put on Drawing: Opens the Table Generation Setup dialog box for specifying how to display your report as a table on your drawing.
- Sort Fields: Controls the sorting order of fields in the report.
- User Post: Opens the Report Data Post-processing Options dialog box where you specify which options to run when the report is generated. Note: User Post options included in the format file are run before the report is displayed in the Report Generator dialog box.
- Save the format file for later retrieval and usage when generating reports.
- Click Done.