Create a New Report

To create a new report in the Reporting, in the main menu, click File and then New (or press CTRL+N).

The Main Toolbar contains a button with the same function.

Note: Reports can also be created by opening an existing report or layout template and saving it as a new report. See Open an Existing Report and Save a Report.

If there is another report already loaded in the Designer, then the user is asked whether this report should be saved before it is replaced with the new one.

The New Report window is then displayed:

The window is used to select the template (a .repx file) to be used as the basis for the new report.

To select a template, first select the template location from the Look In drop-down:

These locations correspond to the following folders:

• Product: %PDMSDFLTS%\Data\Reports

• Project: %<PRJ>INFO%\Reports

• User: %PDMSUSER%\Data\Reports

Select Browse… to look for layout templates in an alternative folder.

Once a folder has been selected, the layout templates in that folder are listed in the Layout Template tab.

Click on a template to view a preview of it.

To select a template and exit the window, click on it and then click Create.

A new report is then created based on the selected template and displayed in the Designer tab.