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Tab Templates

This tab is used to create, edit, and administer report templates for reports. Reports can be generated based on these report templates.

Overview of the main dialog elements:

<Project name>:

In this tree structure, the names of the current projects are displayed as the top tree structure level. If a source project has been entered for a template, the template is listed under this project's name (icon: ).
All of the Report templates in the project are shown under the project name. All report templates are sorted by report type. You can create your own report templates.

Popup menu:

Menu item

Meaning

New

Opens the Select report dialog. Allows creation of a report template and definition of the settings for this.

Generate report

Generates reports based on the selected report templates. Even if only one report template is selected, reports are generated for all the report templates of this report type, as they would otherwise overwrite each other.

Delete

Deletes one or more selected report templates.

Export

Opens the Export report templates dialog. Enables the export of report templates.

Import

Opens the Import report templates dialog. Enables the import of report templates.

Source project > Select source project

Opens the Source project dialog. Allows for a source project to be specified for the selected report templates.

Source project > Remove entered source project

Allows for the "Source project" entry to be removed for all selected report templates.

Generate report project

Opens the Generate report project dialog. Allows for generating a report project for all selected report templates.

Tip:

Some functionalities of the popup menu are also available as buttons in the toolbar. This is located above the tree structure in this tab.

Property / Value:

If you select an entry in the tree structure, then the specified properties will be displayed in this table and can be edited. Some properties are available in the Templates tab as well as in the Reports tab.

Property

Meaning

Name

Only available for report templates. Shows the name of the report template. The name is automatically assigned on creation. Allows entry of a different name for the report template.

Start page of report block

Shows the Start page for report blocks that you defined in the <Report type> dialog for the report block to which the selected report page / embedded report belongs.

Suppl. field: Sheet no.

Shows the entry you specified in the <Report type> dialog in the Suppl. field: Sheet no. field. Enables a new entry to be entered or an existing entry to be changed.

Source project

Shows the name of the source project you specified in the Select report dialog in the Source project field. Allows clicking in the field and selecting a (different) project from the project selection dialog via [...].

Filter setting

For Report overviews, shows the filter scheme that you activated in the Settings dialog when creating the report.

For Function-related reports, shows the filter scheme that you activated for the device in the Settings dialog when creating the report. Allows clicking in the field and definition of a new filter scheme via [...].

Sort setting

For Report overviews, shows the sorting scheme that you activated in the Settings dialog when creating the report.

For Function-related reports, shows the sorting scheme that you activated for the device in the Settings dialog when creating the report. Allows clicking in the field and definition of a new sorting scheme via [...].

New page if property is changed

For Report overviews, shows the page-break scheme that you activated in the Settings dialog when creating the report.

For Function-related reports, shows the page-break scheme that you activated for the device in the Settings dialog when creating the report. Allows clicking in the field and definition of a new page-break scheme via [...].

Functions: Filter setting

For Function-related reports, shows the filter scheme that you activated for the functions in the Settings dialog when creating the report. Allows clicking in the field and definition of a new filter scheme via [...].

Functions: Sort setting

For Function-related reports, shows the sorting scheme that you activated for the functions in the Settings dialog when creating the report. Allows clicking in the field and definition of a new sorting scheme via [...].

Functions: New page if property is changed

For Function-related reports, shows the page-break scheme that you activated for the functions in the Settings dialog when creating the report. Allows clicking in the field and definition of a new page-break scheme via [...].

Created by

Only available for reports. Shows the logon name of the person who generated the report.

Creation date

Only available for reports. Displays the date on which the report was created.

Manual page description

If the check box in the Automatic page description field (<Report type> dialog) is deselected, you can enter a text here for the page description of report pages, or change any existing text.

Automatic page description

If the check box is activated, the text for the page description of the report page is generated automatically from the form property Format for automatic page description.

Device

Only available for reports. For Function-related reports of devices, shows either the reported device or, together with the Combine functionality, all reported devices in the report block. For Report overviews of devices, shows the first and last reported devices in the report block.

Page sorting

For reports: Displays the page sorting that you set up for the report type with [Settings] > Output to pages.

For report templates: If the "From settings" entry in this field is selected, the page sorting you assigned to the report type via [Settings] > Output to pages is used. In this field you can also define a Page sorting for reports independently of the settings. Click on [...], and select the desired page sorting in the following dialog. The selected page sorting will be entered. If you delete the entry with the [Del] key, the entry "From settings" will be reentered.

Form

For reports: Shows the form used.

For report templates: If the entry in this field is empty, the selected report template is assigned the form you selected for the report type via [Settings] > Output to pages. In this field you can assign a different form to the selected template independently of the settings. When the report is generated, the forms entered at the associated report block will be overwritten.

Update using this form

Only available for reports. If the check box is activated, the form entered in the field above will be used for updating. This means that the form assigned to the report type via [Settings] > Output to pages is no longer used.

Supplementary field

Only available for reports. This field only contains an entry when using plug diagrams. The function definition of the reported device is output as additional information, e.g. "Male pins", "Female pins", or "Male and female pins".

Partial output

Only available for report templates. If the entry in this field is empty, the form you selected for the report type via [Settings] > Output to pages in the Partial output column is assigned for the partial output of the selected report template. In this field, you can assign a different form to the selected template for partial output independently of the settings.

Next form

Only available for report templates. For certain report templates you can determine here which form is to be used as next form by opening the drop-down list in the field.

Break up assemblies ... Pre-planning part

These properties are relevant for the "Parts list", "Summarized parts list" reports and in part also for "Device tag list" report.

By default the settings specified under [Settings] > Parts are used for these properties. You can specify settings deviating from these for the report templates in the Reports tab. These settings are then displayed in the Reports tab.

Project filter

Only available for report templates. Enables the conditional reporting of a report. If a project filter is entered into this field, a report will only be generated from the selected report template when the current project matches the filter settings.

Template active

Only available for report templates. If this check box is selected, a report runs from the selected template using the "Generate report" and "Generate project reports" methods. If the check box is deselected, the report will not be generated. EPLAN selects this check box automatically. This takes place if the reporting template has not been assigned a project filter, or if the current project matches the filter criteria of an allocated project filter.

Action

Only for API actions: If a customer-specific extension has been configured via an action, it is displayed here.

[Settings]:

Menu item

Meaning

Output to pages

Opens the dialog Settings: Output to pages. Enables settings to be specified for the output in report pages.

Parts

Opens the dialog Settings: Parts. Allows definition of the settings for part assemblies.

Display / output

Opens the dialog Settings: Display / Output. Enables the display and output of project data in report pages to be limited.

See also