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By default, when you open the Report tab, it already contains the report with benches plots, that was previously placed in a separate tab Plots. For more information about this type of reports, see the section RR. Plots Report.
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Overview
The Report tab is displayed within the context of a given project and enables you to generate any standard and custom reports currently available for the project.
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In this tab you can generate a single report or multiple different reports simultaneously for the project. Once the generation of a report has completed, you may export and download the report in all its available formats. |
Glossary for Report fields and their description and values setup options see in the section RR. Report fields (Glossary).
By default, when you open the Report tab, it already contains the report with benches plots, that was previously placed in a separate tab Plots. For more information about this type of reports, see the section Plot Report.
Adding Report
Press Add Report button in the left part of the Reports tab and select a type of report you wish to create from a dropdown.
Types of Reports
Main types of reports may be divided into the following:
You may also customise right part form layout by pressing top right icon and selecting desired layout of areas and fields as shown below.
By default “Field Section and Areas Section Stacked” layout is set. You may change it at any time to suit your display preferences.
In a bottom part of this right section you see four areas where you can drag and drop required fields.
It has an automated sorting function preventing you from dropping wrong fields into wrong areas.
To remove a field from an area simply drag it out and drop in any spot where it is marked by the Black Cross sign.
You can always manually change the layout of your pivot table by dragging fields to the desired locations between existing columns.
Press the filter icon to open its dropdown and select options to display and organise them in your table.
Right click on the field header and untick/tick Showing Totals.
Press Configure Format button to open Configure Pivot Grid Appearance window where you may add more custom settings, such as text font, size, style, colors and format for each element of a table.
Press the Copy Image button to make a screenshot of your table, which will be copied to the clipboard and can be pasted directly to your reports or presentation.
For any columns the filter icon is available, allowing you to filter the fields displayed by the required parameters.
You may also create Table type report for Solid or for Parcel by choosing required option from Add Report dropdown.
The table types reports consist of two interconnecting tabs: Setup and Table. In the Setup tab you can set all Data fields required to display in the Tables tab.
Drag and drop required fields from the right hand list to the Data Field column or select them from a dropdown as shown below. Any errors related will be displayed in Errors panel below.
After you have populated all Data fields required go to the Table tab and review the results. All columns will be displayed in the same order you set them in the Setup tab.
More details see here.
Tips and Navigation
📂 Folders
You may need to organize your reports by folders.
To do this, press the Add Folder button on the top right and drag and drop relevant report there, holding its header with left mouse button and dropping in the location shown by the blue arrow. Alternatively, you can use Move Up and Move Down buttons on the left.
Names of folders containing reports are shown in bold, while empty folders are in regular font.
🔍 Search bar
Use the provided Search tool for easier finding of fields/columns/test required to report on.
➡️ Pop out/Dock
When working with multiple screens, you can display and edit the selected report in the separate window using the Pop Out button.
Names of the popped-out reports will be shown underlined.
To return, press the Dock button or simply close the popped-out window.
📄 Copying Reports
Select a report and press the Copy button. The copied report will be pasted under the original one with a name “Copy of <Name of report>”.
❌ Deleting Reports
Delete one or multiple reports using the Delete button.
💾 Export Options
Besides tables and reports setup, in the Report tab there are options for exporting reports, templates and reports sets. For more information about Export options see RR. Export Options section.