Run a visual intelligence report - HxGN SDx - Update 64 - Help

HxGN SDx Help

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English
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HxGN SDx
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SmartPlant Foundation / SDx Version
10

Visual intelligence reports allow you to group and assign colors to graphical objects based on certain property values stored on the object itself or on related objects. This is a very flexible and visual way to analyze large amounts of data within a single view.

  • Some reports are delivered with the software. To create or extend reports, you must configure them in the Desktop Client. For more information, see Configure visual intelligence reports.

  • The visual intelligence report functionality is available only for data loaded using Data Capture with HxGN SDx and requires both tags and representation object relationships for the model or drawing.

  1. Open a supported file type using View and Markup.

  2. Select the Open panel arrow to open the Visual Intelligence panel.

  3. Select a report name under the Reports collapsible menu to run that report.

  4. Select a group name to view tags in that group.

  5. Select one or more tag numbers to access Fit selected items FitSelectedItems.

  6. To close all reports and reset the display, expand the Search collapsible menu, and Select Reset to default on the VisualReportingOverflowMenu menu.

How can I share my report?

To share your search results:

  1. Open a supported file type using View and Markup.

  2. Run a visual intelligence report.

  3. Select VisualReportingOverflowMenu > Generate Share URL.

  4. Select Close on the Share URL dialog box.

    The URL to launch a view of your report is automatically copied to your clipboard. You can send this URL to another user.

What visual intelligence reports are delivered with the software?

The following reports are available for both 2D drawings and 3D models:

  • Change Request Name

  • Change Request Priority

  • Change Request Status

  • Work Package Name

  • Work Package Status

The following report is only available for 2D Project As-Built databases:

  • Tags by Class

    This report is only available when viewing Smart Interop Objects (SIOs) in 2D drawings.

The following reports are only available for 3D Project As-Built databases:

  • Items by Design Status in Project

    This report is available when the create configuration scope is set to a project.

  • SIO Pipelines by Fluid Code

  • SIO Pipelines by Fluid Requirement

  • Items Under Change

  • Items Under Change by Status

  • Tags by Change Request Name

  • Tags by Change Request Priority

  • Tags by Change Request Status

  • Tags by Configs Claimed to

  • Tags by Work Package Name

  • Tags by Work Package Status