To Work With Report Format Files

A format (.set) file preformats reports.

Use on a Single Report

1. Do one of the following:
   • Click Reports tabSchematic panelReports. Find
   • Click Reports tabPanel panelReports. Find
2. Click Format.
3. Browse to and select the .set file.
Note: Only format files for the selected report name are shown.

Use in Automatic Reports

1. Click Reports tabMiscellaneous panelAutomatic Reports. Find
2. Select the report name from the schematic or panel report list.
3. Specify the format file to use for the selected report. Click Format File Setup to create, edit, and save a format file.
   Note: The format files must define file output, table output, or both since the reports are not displayed on the screen.
4. Click Add to add the report to the Selected Reports list. The Add button is not active until both a report name and format file are selected.
5. Continue adding more reports to the Selected Reports list.
6. If any of the selected reports have table output, specify:
   • First Drawing Name. File name and location for the fist drawing needed for new report tables. Subsequent drawing names are generated by incrementing the file name.
   • Template. Drawing template used to create drawings for new report tables.
7. Click OK to generate the report output for each selected report.
   Note: New drawings are added to the active project.

Create or Edit Using Change Report Format

1. Generate a report.
2. In the Report Generator dialog box, select Change Report Format.
   
3. Make any necessary changes to the fields to report, field order, field labels, and justification.
4. Do one of the following:
   • Click OK to save the format to the default format file name. Each report type has its own default format file name.
   • Click OK+Save As to enter a name for the format file.

Create or Edit Using Report Format Setup

Options vary based on the report name selected.

1. Click Reports tabMiscellaneous panelReport Format Setup. Find
   Note: You can also open this dialog box by clicking Format File Setup on the Automatic Report Selection dialog box.
2. Select a report name.
3. To edit an existing format file, click Open Format File and browse to the .set file.
   Note: Only format files for the selected report name are shown.
4. Specify any report options.
5. 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 Location\Named Installation. Extracts only those components that have a value matching the value entered in the box. Wild-card characters are supported.
6. (Optional) Select to add special break values to the report. Special breaks sort and break the report into sections based on the selected values.
7. Select any of the following options to include in the format file.
   Tip: If you are going to use the format file in automatic reports you should define the Save Report to File options, Put on Drawing options, or both.
   • Save Report to File: Opens a dialog box where you can define the settings used when you save a report to a file. Select the type of output, any options within the file type, and the output file name. You can define multiple file outputs.
   • Change Report Fields: Opens a dialog box where you specify the fields to include in the report, field order, field labels, and text justification.
   • Put on Drawing: Opens a dialog box where you can specify settings used when inserting the report as a table.
   • 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.
8. Save the format file.
9. Click Done.