Add a Report Template - Intergraph Smart 3D - Reference Data

Intergraph Smart 3D Drawings and Reports Reference Data

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Intergraph Smart 3D
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Drawings and Reports
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Reference Data
Smart 3D Version
11 (2016)

You can also use this procedure to add label templates.

  1. In Excel, open the Reports.xls workbook.

  2. Select the Report sheet.

  3. Select a row after the Start keyword and within the appropriate hierarchy division, and click Insert > Rows.

  4. In column A, type A to indicate a new report template will be added during the next bulkload.

    The left-most column (column A) of the sheet specifies the bulkload action taken with regard to the row. For example, an A in the column indicates the report or label template is being added; the letter D specifies the template is deleted; the letter M indicates the template is modified. A ! symbol specifies that the row is ignored during bulkloading.

  5. In the Name column (Column B), type a name for the new report template. Make sure the name is unique.

  6. In the Type column (Column C), specify the type of template. The types include label templates, query templates, query parameters templates, report templates, and formatting templates.

  7. Include a description for the report or label in the Description column (Column D).

  8. Specify the report or label filename and location in the Filename column (Column E).

  9. Select the R-Hierarchy sheet.

  10. Specify a parent name and child name. The RelationSource name must match the name specified on the Report sheet.

  11. Save the Reports.xls workbook.

  12. Bulk load the updated Report.xls workbook.

  • All files must be located in the correct SharedContent share for bulkloading to be successful.

  • If you add new part classes after creating the reports databases, you must re-create the reports databases in order to report on the new part classes.