Visual Reporting

Visual Reporting enables you to implement visual changes to your search results, comprising of 3D Model components.

It enables you to:

• Categorize 3D Model components, altering its colours and transparency levels.

• Save the changes after adding description, enabling quick identification of those components later.

Applying Visual Changes to Search Results

With default permissions, you can apply visual changes to the search results, but the Save button is only enabled if you have a role with appropriate rights granted by your System Administrator.

To apply visual changes to search results:

1. In the 3D Model View area, select the menu, and then select Visual Reporting.

   The Visual Reporting pane opens.

   

2. In the drop-down box, select the arrow to select the Visual Report.

   The Searches saved under the selected Visual Report appears as a list.

3. In the Colour box, select the arrow to select the colour, and then select Set Colour.

4. In the Transparency box, select the arrow to select the transparency rate.

5. Select the way that objects which are not satisfied by any of the search criteria are shown:

6. Show All – objects are opaque.

7. X-ray Mode – objects are translucent.

8. Isolate Results – objects are removed from the view.

9. Select Run.

   The visual changes are applied to the 3D Model components in that saved search.

10. To reset all the changes made to the visual report, select Reset option followed by Run.

    Note: If the search criteria used in a saved search finds more results than the limits configured under: Settings Panel > Site > General > Visual Reports (Max list items for Visual Reports) (the default limit is set as 25000), a warning message appears. If this happens, consider changing this setting; but be careful to not exceed the combined performance of the system, the hardware and the network latency.

Adding New Search to a Visual Report

To add new search to a Visual Report:

11. In the Visual Reporting drop-down box, select the arrow to select a Visual Report.

12. Select .

    The newly added search appears.

13. Select New Search.

    The following Search Definition - New search window appears (an example attribute has been added):

    

    Notes:

    • If you select the Prompt? check box under the Add Filters: section, a text box is displayed where you can enter a new label for the search criteria.

    • In Simple Search mode, for each search criteria that has been marked as Prompt?, you are prompted to enter the value for the criteria. Any search criteria that has not been marked as Prompt? is hidden.

    • By default, Search Definitions of Visual Reports open in Simple Search mode.

14. Select OK.

Removing Searches from a Visual Report

To remove searches from a Visual Report:

15. In the Visual Reporting drop-down box, select the arrow to select a Visual Report.

16. To remove all the searches under a Visual Report, select .

17. To remove the searches one at a time, select at the right-end of each search name.

Saving a Visual Report

You must have appropriate rights for saving a Visual Report. If not, the Save button will not be available in the Visual Reporting pane.

To save a Visual Report:

18. In the Visual Reporting drop-down box, select the arrow and select New Visual Report.

19. If you want to create new searches to implement the new Visual Report, select .

20. To apply visual changes to the searches, select the colour and transparency rate, and then select Apply.

21. Select Save.

    Note: The Save button will be available, only if you have the rights granted by your System Administrator.

    The Save Visual Report Definition window opens.

22. Enter a unique identifier for the new Visual Report in the ID box, a Name and Description, and then select Save.

23. If you do not want to continue saving the new Visual Report, select Cancel.

24. To view the newly created Visual Report, select the arrow in the Visual Reporting drop-down box.