To Work With Reports

How to generate schematic and panel reports, change the report format, save a report to a file, and place a report on a drawing.

Generate Schematic or Panel Report

1. Do one of the following:
   • Click Reports tabSchematic panelReports. Find
   • Click Reports tabPanel panelReports. Find
2. Select which report to generate from the report list.
3. Select to process the project, current drawing, or selected components.
4. Specify any report options (if applicable).
5. Select installation or location codes to extract (if applicable).
   • All. Extracts all components regardless of value.
   • Blank. Extracts only those components that do not have a value.
   • Named. Extracts only those components that have a value matching the value entered in the box. Wild-card characters are supported.
6. Indicate whether to update the project database or the wire connection table with out-of-date drawings.
7. Click OK.
   
8. Sort the report, change the format, or edit the data.
9. Save the report to a file, place the report on the drawing as a table, or print the report.

Generate an Electromechanical Bill of Material Report

Create a Bill of Material report that contains components from your electrical project and linked Inventor assembly.

1. Do one of the following:
   • Click Reports tabSchematic panelReports. Find
   • Click Reports tabPanel panelReports. Find
2. Select Bill of Material from the report list.
3. Select to process the project.
4. Check Include Inventor Parts.
   Note: If your project is linked to an Inventor assembly, this check box is enabled.
5. Specify any report options.
6. Select installation or location codes to extract.
   • All. Extracts all components regardless of value.
   • Blank. Extracts only those components that do not have a value.
   • Named. Extracts only those components that have a value matching the value entered in the box. Wild-card characters are supported.

     The Drawing button is disabled but you can select a value from the Project list. The project lists for Installation and Location include values from the Inventor assembly. Values from Inventor are indicated in the Source column.

     
7. Click OK.

Note: All drawings in the project are processed when you include Inventor.

Change the Report Format

Define which fields to include in the report, the field order, the field labels, and field justification.

1. Generate a report.
2. In the Report Generator dialog box, select Change Report Format.
   
3. Click a field in the Available Fields list to add it to the Fields to Report list.
4. Select a field in the Fields to Report list.
   • Use the Move Up and Move Down buttons to change the field order.
   • Edit the field name.
   • Select a justification for the field.
5. (Bill of Material report only) Select fields to include in the multi-line description field.
   Note: If a field is listed in the Fields to Report list, it is not included in the multi-line description even if checked Lines for Description list.
6. Click OK to save the changed format to the default file name or Click OK+Save As to save to a different file name.
7. Click Close.

Save the Report to a File

1. Generate a report.
2. In the Report Generator dialog box, select Save to File.
   
3. Select the file format.
4. Choose any options within the selected file type.
   • LINEx values. Project description lines marked as in reports.
   • Labels. Labels for the fields included in the report.
   • First section only. If the report contains special breaks, select whether to include on the first section only.
5. Click OK.
6. Enter a file name and define the path and click Save.
7. The Optional Script File dialog box displays where you can run an optional script on your report data.
8. Click Close on the Report Generator dialog box.

Insert a Report as a Table

1. Generate a report.
2. In the Report Generator dialog box, select Put on Drawing.
   
3. Select the table type:
   • Insert New. If the same report is run again later, the table can be updated.
   • Insert New (non-updatable). If the same report is run again later, the table is not updated.
   • Update Existing. If there is an existing table that matches the report, it updates. This option is not available if there are no matching tables for the report.
4. Select a table style from the list. You can browse to another drawing and add any tables style on that drawing to the selection list.
5. Specify whether to include any title information.
6. Specify the method to use for calculating the width of the columns.
7. Specify the XY coordinates for the upper left corner of the table. If left blank, you are prompted to select a location after you click OK.
8. Enter a start and end line value. The default is to include all rows of report data.
9. Specify the options for the rows:
   • Apply Special Breaks. If you selected any special breaks on the Report Generator box, you can break the table into separate table objects based on those values.
   • Rows for Each Section. Specifies to break the report into separate table objects based on the value in the Rows box.
10. If table sections are defined:
    • Specify the maximum number of table sections placed on each drawing. A blank value indicates an unlimited number of sections on one drawing.
    • Specify the X and Y distance from the end of one table section to the beginning of the next. These values are used when there are multiple sections on the same drawing.
11. Click OK.

    If you did not specify the XY coordinates, your cursor is a box approximating the size of the table when it is generated. To use object snap mode, enter an S at the command line.

Edit a Report

Modify the report before you insert it to your drawing or save it to a file. You can move data up or down in the report, add lines from a catalog, and delete lines.

1. Generate a report.
2. In the Report Generator dialog box, select Edit Mode.
   
3. Select a row within the report.
4. Click Edit to change individual values in that row.
5. Select a row or group of rows within the report.
   • Click Delete to remove the selected rows.
   • Use the available move options to change the order of the selected rows.
6. Use the available options to add extra rows with data to the report. Options differ depending on the report type.
7. If the report contains wiring information, each line item in the report can include two connected components, referred to as the From and To components. The From field labels end in a 1 and the To field labels end in a 2.
   

   Click Swap to swap the From and To field values.

8. Click OK-Return to Report.

Post-Process a Report

Further customize the report data with a custom lisp function.

1. Generate a report.
2. In the Report Generator dialog box, select User Post.
3. Select from the available post-processing options.
4. Click Close.

   The LISP routine processes the data and returns to the Report Generator Window.

Sample .lsp and .dcl files for each report are installed in the C:\Program Files\Autodesk\AutoCAD {version}\Acade\Support\{language code}\Shared\ folder. A few of the reports have sample options already defined. Otherwise, these options are user created.

Note: See the Report Generator Dialog Box help topic for a list of user post file names.