To configure a new Data Manager report based on an existing report

Note: Although you can modify the existing report template, we suggest creating a new one and keeping the default templates intact.

1. On the ribbon, click Home tab Project panel Project Manager Project Setup.
2. In the Project Setup tree view, expand General Settings. Click Project Reports.
3. On the Project Reports pane, click a report on which to base the new report (for example: Equipment List). Click New.
   
4. In the New Report dialog box, enter a name for the new report (for example: New Equipment List).
   
5. (Optional) To replace the family tables, do the following:
   • Click Replace Table(s).
   • In the Replace dialog box, select the check box next to the tables you want to replace (for example: select the Equipment check box).
   • In the drop-down list, click a replacement class table. Click Continue.
   • On the Create Report Template dialog box, click Continue.
   Note:

   The name you entered in the New Report Name box on the New Report dialog box is displayed as the title of the subsequent dialog box.

   
6. In the [New Report Name] dialog box, in the Report Properties pane, in the Select Properties To Include tree view, expand the class definition whose fields you want to configure (for example: Equipment).
   Note:

   If you are creating a Plant 3D report template, you can specify Plant 3D object or drawing properties and order them appropriately. The Plant 3D data is included in the report only if a corresponding P&ID object with an identical tag exists in the project.

7. Click the properties you want queried in the new report.
8. On the Property Order pane, in the Fields list, click a field whose location you want to change. Use the Up or Down arrows to rearrange the order in which the fields are displayed in the Data Manager. The top-to-bottom order in the Fields list is displayed left-to-right in the Data Manager.
9. Repeat steps 7-8 for each of the available properties that you want reported.