In this chapter, the generic term Report is used to refer both to Reports and Design rules. These two report types are based on the same features and are managed in the same way.
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Menu: Project > Configurations > Report > Properties (Design rule / Properties) Menu: Reports manager > Properties (Design rules manager / Properties) Contextual menu of project: Configurations > Report > Properties (Design rule / Properties) Contextual menu of report drawing: Edit report configuration |
This command allows you to edit the selected report configuration.
A dialog box opens displaying all the report configuration parameters.
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Opens the preview windows to check the settings. |
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Adjusts the preview to the graphical area. |
Name: Allows you to name the configuration file.
Type: In the list, select the report configuration type.
Description: Allows you to enter a description in all languages supported by the software.
For each type of text displayed in the table, you can manage the font, height, color and style.
Allows you to define the columns of the table and the content of the columns.
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Changes the preview. When this option is active, the preview displays the table in the drawing space. |
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Displays a tip about ordering columns. |
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Allows you to select columns you want to manage in the report configuration. Check boxes corresponding to the fields you want. You can use the icons (arrows) to organize columns. |
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Allows you to add a new column. This icon is available only if Expert mode is activated. |
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Allows you to delete a column. This icon is available only if Expert mode is activated. |
Header: The first line of the table. The header contains text which indicates the data type. You have to enter text in all languages supported by the project.
Content: The data field stored in the project database. Click the cell to access the column properties.
Go to: Allows you to generate a link with a data, such as the Mark Id of a component, and the element in the project (the component).
Width: Enter the width of the column.
Calculate sum: This data is optional. You can only total numeric data.
Print vertical separation: When you clear this option, the vertical line between 2 columns is removed.
Multiline: When the text is longer than the cell, if this option is active, the rest of the text is put in a second line.
Header alignment: Allows you to manage the justification of header text.
Content alignment: Allows you to manage the justification of content text.
Merge rows: Groups data if it has the same value.
Duplicate in list: When you merge rows, the next columns display all data in the same cell. If this option is active, you accept that you may have the same data several times.
Separator: This character is used to separate data when you have duplicates.
Allows you to configure the position of the table in the drawing.
Height: Enter the height of the area in which the table can be drawn.
Width: Enter the width of the area in which the table can be drawn.
X and Y coordinates: Enter the coordinates of the area corresponding with the margin (the table cannot be drawn in the grid of the title block).
Horizontal and vertical: Enter the distance you want to have between each table.
Space between title and table: Enter the distance between the text displaying the table title and the table.
Use '|' character as line break: Select this option when you manage line breaks in the reports. For each kind of reports (such as drawings or Excel files), the '|' (Alt 124) character is replaced by a specific line break character.
Do not cut tables: When you use breaks, it is possible that a table will not occupy the entire drawing. A second table can therefore be drawn on the same drawing. When you select this option, and if the second table cannot be fully drawn in the drawing, it will be drawn in a new drawing.
One table per page: When you use breaks and if you select this option, you cannot have two or more tables on a page.
Drawing list: A special option for drawing lists. When you launch a drawing list, this can create one or more new drawings. The report is launched several times to integrate these new drawings.
One report per book: When you use breaks on a book, you can choose to group all report drawings in one book or to distribute them in different books.
The title block associated with this report displays in this tab. It can be different from what is set in the project configuration.
You can modify it by clicking the icon
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Allows you to configure data sorting. Breaks allow you to divide the report into tables, grouping data with the same values together (break = one per table).
The table can have a title inserted in the top left of the table. Also this allows you to configure the title of the table, either automatically or using a formula.
Title formula: Allows you to access the formula manager to create a formula for the title of the table.
Automatic formula from break: This option automatically sets the title from the breaks you set up.
Sort order and break condition: Add fields (with right and left arrows) for sorting. You can manage the order with the up/down arrows. The order is created based on the first field, then the second field, and so on. If you want to create a break, check the box.
Filters allow you to do an extraction in the report data, for example to display the manufacturer part of a specific manufacturer, or the drawing list of a specific book.
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Allows you to add new filters. |
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Duplicates the selected filter. |
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Deletes the selected filter. |
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Opens the selected filter definition. |
Filter name: Displays the name of the different filters used in the report.
Filter description: Displays the filter description in the main language used in the project.
Filter: Displays the filter conditions.
This tab allows you to define the parameters for the automatic generation of information to be transferred into the properties of report drawing. Clicking the right-hand column allows you to open the formula manager.
Name: This formula allows you to define the drawing mark. If you leave an empty formula, the configuration parameters will be used.
Description: Allows you to define the parameters for the automatic generation of data to be transferred into the description of the report drawing.
User data/Translatable data: Allows you to set the parameters for the automatic generation of data to be transferred into the user data of the report drawing.
Expert mode lets you directly intervene on the SQL query used to generate the report. This mode is addressed only to people who can use SQL and who have knowledge of database structures.
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Warning: changes that are not carried out correctly or completely thought can cause unwanted results or a complete loss of report configuration. |
During the activation of "Expert" mode, a new SQL query tab is displayed. The left part shows the query in SQL format. The right part lists the available tables and fields.
Add / Delete a column: Allows you to add or delete a column. Note that this feature is not to be confused with the adding / deleting of the Columns tab. Adding / deleting of a column in Expert mode adds or deletes a field in the query.
Open file: Allows you to open an XML file (save the parameters of the report configuration and of the query) in a file editor.
Edit: Lets you edit the query.
Test: Lets you test the result of the query. If it is valid, a dialog box opens displaying the result. If the query is invalid, a message alerts you.
Export query: Allows to export the query used by the report in a text file. This file automatically opens.
Related topics:
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