Create a Report Template

A report template authoring utility is installed with the vault client to help you create simple client report definition files (.rdlc) for storing search data.

Note: The Autodesk Report Template Utility is intended for advanced users who are familiar with XML and RDLC authoring. applications.

This utility provides only a raw template structure for categorization purposes. A more sophisticated template authoring tool is required for custom visual layouts. See the Microsoft Office Library for more information on client report definition files and recommended authoring tools.

The ReportTemplateAuthoritingUtility.exe file is located in C:\Program Files\Autodesk\<Autodesk Vault edition> <year>\Explorer folder, where <Audodesk Vault edition> is the name of the Autodesk Vault edition you are using (such as, Autodesk Vault Professional) and <year> is the release year.

Create a Report Template

1. Open Windows Explorer.
2. Navigate to C:\Program Files\Autodesk\<Autodesk Vault edition> <year>\Explorer folder, where <Audodesk Vault edition> is the name of the Autodesk Vault edition you are using (such as Autodesk Vault Professional) and <year> is the release year.
3. Launch the ReportTemplateAuthoringUtility.exe file. The Login dialog is displayed.
4. Enter your login data and click OK. The Autodesk report Template Utility dialog is displayed.
5. Select the type of report template that you want to create from the Report Type drop-down menu.
6. Select the report properties that you want to include in your report template from the Report Properties list.
7. Click Save As. The Save Template dialog is displayed.
8. Navigate to the local folder or vault folder where you want the report template file to be saved and enter a file name in the File name field.
9. Click Save to save the file.

Note: The report template in folder type includes properties of all objects: files, folders, Items, BOMs, and Change Orders.