View an Open XML report in the Desktop Client - SmartPlant Foundation - IM Update 48 - Help - Hexagon

The Generate Report command allows you to view the appropriate report for the selected objects. There are three types of reports.

• A document report displays the following:

  • Document properties

  • Master tags and alias tags, extracted from the document

  • A list of files attached to the latest version and that have the viewable property set to True

• A tag document report includes the following:

  • Tag properties

  • A list of the documents related to the tag

  • A list of alias tags related to the master tag

A tag document report can be generated from a master tag but not from an alias tag.

Generate a document report

1. Click Find > Data Capture Items > Documents.

2. In the Find dialog box, type the name or some part of the name of the document you want to find. You can use wildcards.

3. Click OK to find objects with the criteria you specified.

4. Right-click a document, and click Generate Report on the shortcut menu.

5. In the File Download dialog box, click Open to view the report in Microsoft Word.

   You can click Save to save the document report in the file system.

View a report

1. Right-click a document that already has a document report attached to it.

2. Click View Report on the shortcut menu to open the report in Microsoft Word.

Show a report

1. Right-click a document that already has a document report attached to it.

2. Click Show Report on the shortcut menu to display the results of the report in the list view.