Sets the report types users can run on a project.
Use the Data Manager to . . . | Use Report Creator to . . . |
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Generate basic lists | Generate lists that include calculated fields, BOMs and Material Lists with totals and component counts |
Create plain reports | Create formatted reports, complete with font selection, graphics, various layouts |
Communicate internally | Deliver reports to customers |
(CAD administrator can configure new reports as needed in Project Setup) | Configure new reports as needed (CAD administrator) |
Lists the reports that users can view in the Data Manager.
Displays the New Report dialog box, where you create a new report based on an existing one.
Displays the Modify Report dialog box, where you can modify existing reports.
Deletes a report.
Shows the specified report as it will be displayed in the Data Manager. You can sort by clicking the column headings. Using the right-click menu, you can filter by the selection, by excluding the selection, or by specifying values.
Surround a string entry with single quotation marks (‘). Entries are case-sensitive.
Conditions (can be used cumulatively) | Purpose | Examples |
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Angle brackets (< >) | to display values not equal to your entry |
|
Equal signs (=) | to display values that match your entry | = ‘Bosch’ displays only cells containing the string Bosch |
IS NULL | to display only empty cells | Displays only rows with empty cells |
IS NOT NULL | to exclude empty cells | Displays only rows with data |
Saves the preview filtering and sorting as the report view that the user will see.
Restores the report preview to the default view.