Report Format File Setup Dialog Box

Creates or edits a format file (.set) for a report. A format file defines the fields to include in the report, the field order, table options, and more.

Find

Command entry: AEFORMATFILE

List of Options

The following options are displayed.

Note: Options vary based on the report name selected.

Report Name

Specifies which report to run.

Format File

Open Format File

Browses to a format file to open and edit.

Save Format File

Saves a format file to use when running a single report or a group of reports with Automatic Reports.

Save As Format File

Saves a format file with a different name.

The default location for format files is \Users\{username}\AppData\Roaming\Autodesk\AutoCAD Electrical {version}\{release}\{country code}\Support\User\.

Category

By default, the report extracts schematic components. Select a different Category to run the report for one-line, one-line bus-tap, hydraulic, pneumatic, P&ID, or user-defined components. These components are each identified by a unique WDTYPE attribute value.

Installation Codes to Extract

Filters the information extracted for the report based on installation values.

All

Extracts all components regardless of installation value.

Blank

Extracts only those components that do not have an installation value.

Named Installation

Extracts only those components that have an installation value matching the value entered in the box. Wild-card characters are supported.

• Drawing. Select one or more installation values from a list of values used on the active drawing.
  Note: If the Bill of Materials option Include Inventor Parts is checked, Drawing is disabled.
• Project. Select one or more installation values from a list of values used across the project.

Location Codes to Extract

Filters the information extracted for the report based on location values.

All

Extracts all components regardless of location value.

Blank

Extracts only those components that do not have a location value.

Named Location

Extracts only those components that have a location value matching the value entered in the box. Wild-card characters are supported.

• Drawing. Select one or more location values from a list of values used on the active drawing.
  Note: If the Bill of Materials option Include Inventor Parts is checked, Drawing is disabled.
• Project. Select one or more location values from a list of values used across the project.

Save Report to File

Opens a dialog box where you can define the settings used when you save a report to a file. Settings include:

• File types
• Whether to include title lines, time, date, column labels, and more
• Whether to show the included lines on the first section only when a report contains multiple sections

Change Report Fields

Opens a dialog box where you can:

• Specify the fields to include in the report selecting from a list of available fields
• Specify the field order
• Define the field labels
• Define the field justification

Put on Drawing

Opens a dialog box where you can specify settings used when inserting the report as a table. Settings include:

• Table style
• Column width
• Title
• Layer
• Section definition and placement

Sort Fields

Opens a dialog box where you can select the fields to use when sorting the report data.

User Post

Opens a dialog box where you specify which custom user-defined options to run when the report is generated.

Breaks

Special Breaks

Sorts and breaks the report into sections based on the selected values. The drop-down list displays the special breaks allowed for the report.

Add Special Break Values to Header

Adds the special break value to the page header. For example, if you select a special break of Installation/Location, the installation and location values for the section are displayed in the section header.

Bill of Material Report Only

Include Options

Include Inventor Parts

If your project is linked to an Inventor assembly, this check box is enabled. Specifies to include the electrical parts from the linked Inventor assembly in the report. Linked devices that are represented in both an AutoCAD Electrical toolset drawing and the Inventor assembly are not duplicated in the report.

All of the Below

Specifies to include cable, connector, and jumper information in the report. Use the individual check boxes to include or exclude any of these.

Options

List Terminal Numbers

Lists each individual terminal in the format strip-ID:terminal number. Otherwise terminals from the same strip are combined into a single entry with a quantity.

Full (Panel Bill of Material Only)

Specifies to include all schematic component information not found on any panel layouts in the report.

Display Option

Normal Tallied Format

Combines and tallies components that have the same catalog information. Subassembly items and multiple catalog values are reported as line items directly following the main catalog item.

Normal Tallied Format (Group by Installation/Location)

Combines and tallies components that have the same catalog, installation, and location values. Subassembly items and multiple catalog values are reported as line items directly following the main catalog item.

Display in Tallied Purchase List Format

Each catalog value is reported and tallied as a single line item. Subassembly items and multiple catalog values are reported as separate line items.

Display in By TAG Format

All instances of a given component tag or terminal tag are reported as a single line item.

Missing Bill of Material Report Only

Options

Include Components

Specifies to include schematic components.

Include Cable Markers

Specifies to include cable information in the report.

Include Connectors

Specifies to include connector information in the report.

Include Terminals

Specifies to include schematic terminal information in the report.

Schematic Component Report Only

Options

Include Components

Specifies to include schematic component information in the report.

Include Cable Markers

Specifies to include cable information in the report.

Include Connectors

Specifies to include connector information in the report.

Include Children for Above

Specifies to include child symbol information in the report.

Component Wire List Report Only

Options

Include Stand-alone Terminals

Specifies to include terminal information in the report.

Include Plug-jack Connectors

Specifies to include connector information in the report.

Wire Label Report Only

Report Filter

Display Wire Label

Display the report in a wire label format.

Display Cable Label

Display the report in a cable label format.

Change Report Fields

Wire Label

Opens a dialog box where you can define the fields, field order, and characters between fields for the wire labels.

Cable Label

Opens a dialog box where you can define the fields, field order, and characters between fields for the cable labels.

Label Quantity per Connection

Specifies the quantity of wire labels or cable labels. Wire labels are generated for every wire connection while cable labels are generated once for every cable.

Number of Columns to Display

Arranges the labels in the specified number of columns.

Horizontal/Vertical Arrangement

Arranges the labels horizontally or vertically across the columns.

Panel Component Report Only

Options

Include Nameplates

Specifies to include nameplate information in the report.

Include Terminals

Specifies to include terminal information in the report.

Skip Components With

Blank Device Tag Values

Specifies to exclude any panel footprint without a tag value.

Blank Manufacturer/Catalog Values

Specifies to exclude any panel footprint without a catalog assigned.

Panel Component and Terminal Exception Reports Only

Conditions for Report

Panel Item not on Schematics

Lists the panel terminals that do not have related schematic terminals.

Schematic Item not on Panels

Lists the schematic terminals that do not have related panel terminals.

Multiple Instances

Lists the panel terminals that appear to be duplicates.

Mismatch between Schematic and Panel

Lists the data mismatches between the panel and schematic representations of a terminal.