The reporting of data from a schematic project (known as a "source project") can take place in a project that is currently open, known as the "report project". You specify the source project from which the data originates in the templates for the report project.
For any subsequent reports, the source project is opened for reading in the background for the duration of the report, the data is read and the reports are generated in the report project. In the meantime another user can continue working in the source project. This approach also allows you to update the reports in the report project.
Source project in the reports
There are several ways to enter a source project in the report templates.
- Create new templates in the Reports - <Project name> dialog by clicking the (New) button on the Templates tab. In the Select report dialog that opens, you can use the Source project field for entering the data source. Click [...] to open a selection dialog for selecting the required source project.
- For an existing template, the Templates tab contains the Source project property. To enter a source project here, click in the relevant field in the Value column and then click [...] to switch to a project selection dialog.
The project names are now displayed at the top level of the reports and templates tree structure in the Reports - <Project name> dialog. If a source project has been entered for a template, the template is listed under this project's name. The name of the current project is always at the top.
Source project in the page properties
The page properties contains the property Report: Source project (ID 11067) so that you can see for a generated report page from which project the data for the report originates. The name of the source project is entered automatically when the report is generated.
Provisional report projects
One possible use is the creation of provisional report projects for daily use. This method reports on a provisional status of a schematic project. To do so, first select the schematic project which is to serve as the source project in the page navigator. Then generate the report project (e.g. via the Utilities > Reports > Generate report project menu items). The header data of the selected project will then be copied and a report project without pages is generated. The correct source project is already entered in the report templates of the new report project. Subsequently, the reports are generated.
Since the provisional reporting takes place in the report project, the schematic project is not blocked to prevent further editing. The current version and the official reports continue to remain in the schematic project.
Note:
If there already is a source project in the report templates of the selected project, this entry will be retained when generating the report project. This may be of interest if a source project is simultaneously a report project (if, e.g., the table of contents of the report project is to be displayed in the source project).
In the Generate report project dialog, you can also select an already existing project. This way, an existing report project can be overwritten. After having confirmed the subsequent prompt for confirmation with [Yes], the "old" report project will be replaced.
Individual templates as basis for report projects
In the reports it is also possible to generate a report project on the basis of selected report templates. The Reports - <Project name> dialog offers the Generate report project popup menu item in the Templates tab to this purpose. The report project generated via the subsequent Generate report project dialog contains only the templates that were selected in the source project, as well as the header data of the source project.
See also