SP3D Drawings and Reports Tutorial: Creating a Report

Session 6: Creating a Report

Objective:
By the end of this session, you will be able to:

• Create reports by using the Create Report command in the Drawings and Reports
task.

Prerequisite Sessions:
• SP3D Overview
• Drawings and Reports: An Overview

Overview:

Reports list the objects that exist in the model along with the parameters such as part number,
class, description, location, and approval status. These parameters are defined in the report
template that you select while creating a report. Report templates control the content and format
of the reports. These templates contain the necessary SQL statements and links to other
templates to extract the required information to produce a report.

In Drawings and Reports task, you create reports by using the Create Report… command. You
can also add, delete, modify items in a report and compare it with a previously created report to
view the changes between the two reports.

Reports are divided into two categories, personal reports and Catalog reports. Personal reports
use templates that you create and save. Catalog reports include report templates that are
delivered with the software and the templates of the reports created by users. The Catalog
reports are further divided into report component folders. For example, the Piping-related
reports and all their supporting files are located in the Piping folder. The reports in this location
are Catalog reports and are bulkloaded into the Catalog database.

This session will cover the procedure for creating a report from a template delivered as a Catalog
report.

Steps for Creating a Report:

Create a report to include all the Electrical, HVAC, and Process equipment placed in Unit U01.
The report should include the parameters: Location – with Unit of Measure - Primary ft and
Secondary in, Matrix – Global, Description, Permission Group, and Approval Status of the
equipment.

1. Click the Tasks > Drawings and Reports command to switch to the Drawings and
Reports task.

2. In the Management Console, verify that at least one spreadsheet report component
exists. If none exists, then add a component for reports.

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 SP3D Drawings and Reports Tutorial: Creating a Report

3. Right-click the spreadsheet reports component, and click Create Report to create a new
report, as shown in Figure 1.

Figure 1: Create Report… Command

4. In the Select Report Template dialog box shown in Figure 2, select the Equipment
category under the Types of Reports folder to select a report template to include
equipment in the report.

5. The names of the report templates are listed in the right side of the Select Report
Template dialog box along with their descriptions. Select the Equipment Location
Sorted by Equipment Name Style 1 report template to include the equipment with their
location, description, permissions, and approval status and click OK, as shown in Figure
2.

Figure 2: Select Report Template Dialog Box

8. The software prompts for parameters or a filter if the selected report template requires
these inputs. In the Filter Properties for Asking Filter dialog box, select Unit U01 to
include as a parameter in the report, as shown in Figure 3.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 3: Filter Properties For Asking Filter Dialog Box

9. The Report Parameters dialog box appears as shown in Figure 4. You can click browse to
select a baseline report if you want to compare the report with any previously created
report.

Click Next to continue if you do not have any baseline report created or you do not want
to compare this report with any other report.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 4: Report Parameters Dialog Box

10. The Report Parameters dialog box displays the Unit of Measure and Matrix properties
for the report. You can change these properties as per your requirements, and then click
Finish, as shown in Figure 5.

Figure 5: Report Parameters Dialog Box

The software creates the report document in the Detail View, as shown in Figure 6.

Figure 6: Report Created in Detail View

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 SP3D Drawings and Reports Tutorial: Creating a Report

11. Right-click the report, and click Update Now to update the report to the model database
as shown in Figure 7.

Figure 7: Update Now Command

After updating the report the software displays the report in the Detail View, as shown
in Figure 8.

Figure 8: Report Updated in Detail View

Note:
• You can modify the report template if needed. Right-click the report in the
Detail View, and click Edit Template. You can add tabs using commands on the
Tools menu, and you can save the report template using File > Save Report
Template command. For more information regarding editing a report template,
you can refer to the Edit a Report Template topic in the
DrawingsandReportsUsersGuide.pdf.

12. Double-click the report to view it. The software generates the report in the standard
format, as shown in Figure 9. The default file format of reports in SP3D is Microsoft
Excel®.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 9: Output – Generated Report

Steps for Editing Report Parameters:

The Parameters… command specifies the parameters for a report, such as units of measure and
coordinate systems. This command can be accessed by right-clicking a report in the Detail View.
Parameters are defined in the report template.

1. In the Drawings and Reports task, locate the report Equipment Location Sorted by
Equipment Name Style 1-1-0001 that was created in the previous lab. Right-click on the
report and select Parameters… from the right-click menu, as shown in Figure 10.

Figure 10: Parameters Command

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 SP3D Drawings and Reports Tutorial: Creating a Report

2. The software prompts for parameters or a filter if the selected report template requires
these inputs. In the Filter Properties for Asking Filter dialog box, select Unit U01 to
include as a parameter in the report, as shown in Figure 11.

Figure 11: Filter Properties For Asking Filter Dialog Box

3. The Report Parameters dialog box appears as shown in Figure 12.

Click Next to continue if you do not have any baseline report created or you do not want
to compare this report with any other report.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 12: Report Parameters Dialog Box

4. The Report Parameters dialog box displays the Unit of Measure and Matrix properties
for the report. For the Units of Measure setting, select in the Primary column, indicating
primary units, and change the value to mm, as shown Figure 13. Likewise, for the Matrix
setting, change column Z+ and Z- to contain the values EL and EL -, and then click
Finish as shown in Figure 16.

Figure 13: Report Parameters Dialog Box

5. Right-click the report, and click Update Now to update the report to the model database,
as shown in Figure 14.

Figure 14: Update Now Command

After updating the report the software displays the report in the Detail View, as shown
in Figure 15.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 15: Report Updated in Detail View

6. Double-click the report to view it. Notice, in Figure 16, the Units of Measure and the
Elevation labels on the Coordinate readout.

Figure 16: Output – Generated Report After Modifying Report Parameters

Steps for Creating a Baseline Report:

Baseline Reporting uses a differential report showing changes in comparison to the baseline
report. For example, you can view which items have been added, deleted, or modified in the two
reports. Baseline information is not currently editable.

1. In the Drawings and Reports task, locate the report Equipment Location Sorted by
Equipment Name Style 1-1-0001 that was created in the previous lab. Right-click the
report and select Save As from the right-click menu, as shown in Figure 17.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 17: Save As Command

2. Use the Browse button on the Save As dialog box to navigate to the local machine’s C:
drive, as shown in Figure 18.

Figure 18: Save As Dialog Box

3. Change tasks to the Equipment and Furnishings task and right-click the equipment
named E-102, and select Properties from the menu, as shown in Figure 19.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 19: Equipment Properties Command

4. On the Equipment Properties dialog box, navigate to the Configuration tab and change
the Status of the equipment from Working to Rejected and click OK in the dialog box to
apply the changes, as shown in Figure 20.

Figure 20: Equipment Properties Dialog Box

5. Change tasks back to the Drawings and Reports task. Locate the report Equipment
Location Sorted by Equipment Name Style 1-1-0001 and right-click the report. Select
the Parameters option on the right-click menu, as shown in Figure 21.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 21: Parameters… Command

6. The software prompts for parameters or a filter if the selected report template requires
these inputs. In the Filter Properties for Asking Filter dialog box, select Unit U01 to
include as a parameter in the report, as shown in Figure 22.

Figure 22: Filter Properties For Asking Filter Dialog Box

7. The Report Parameters dialog box appears as shown in Figure 23. You can click browse
to select a baseline report if you want to compare the report with any previously created
report.

Select the Browse button and navigate to the report that was saved in C: drive in step 2.

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 SP3D Drawings and Reports Tutorial: Creating a Report

Figure 23: Report Parameters Dialog Box

8. The Report Parameters dialog box displays the Unit of Measure and Matrix properties
for the report. You can change these properties as per your requirements, and then click
Finish, as shown in Figure 24.

Figure 24: Report Parameters Dialog Box

9. In the Detail View of the Drawings and Reports task, right-click the report Equipment
Location Sorted by Equipment Name Style 1-1-0001 and select Update Now, as shown
in Figure 25.

Figure 25: Update Now Command

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 SP3D Drawings and Reports Tutorial: Creating a Report

10. Double-click the report to view it. The software generates the report in the standard
format, as shown in Figure 26. The default file format of reports in SP3D is Microsoft
Excel®.

Notice the change noted on the report from the last time that the report was run. The
row in dark gray is the row that has changed preserving all the values as they were
found in the report we used as the Baseline Report. Then notice the row, immediately
following the grayed out row, contains the newly defined value.

Figure 26: Output – Generated Report Using Baseline Report

11. Change tasks back to the Equipment and Furnishings task and right-click the
equipment named E-102, and select Properties from the menu.

12. Change the Status of the equipment E-102 back to Working and delete equipment E-102.

13. Change tasks back to the Drawings and Reports task and re-update the report.

14. View the report. Notice, in Figure 27, the E-102 equipment row being called out is
highlighted in red with a line marked through the entire row. This indicates that the
equipment has been deleted out of the model from the last time that this report was run

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 SP3D Drawings and Reports Tutorial: Creating a Report

(using Baseline Reporting).

Figure 27: Output – Generated Report Using Baseline Report

Tip:
• For reports to view on computers, you need to modify the security settings in Excel to
allow Visual Basic projects to run. To change this setting, open Excel, and click Tools >
Macro > Security. On the Trusted Publishers tab, select Trust access to Visual Basic
Project. You should verify this setting before creating reports.

For more information related to creating a report, refer to the Spreadsheet Reports: An Overview
topic of the user guide DrawingsandReportsUsersGuide.pdf.

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