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Reporting

View project information and save the information to an output file.

To create reports:

  1. Do one of the following:
    • On the File Explorer tab in the SOLIDWORKS Task Pane, click Reporting .
    • In the SOLIDWORKS Explorer client, click Reporting on the toolbar.
    • In the vault view in SOLIDWORKS or the SOLIDWORKS Explorer client, right-click and select Reporting.
  2. In the dialog box, browse to the top level project or document to use for the report.
  3. Select the output options as described in Output window Options and organize the columns as described in Column Headers below.
  4. To save the information to file, click Output to File.
The Reporting dialog box includes three sections.
  • Select top level item from VaultView. Displays the projects and files in the vault. Select the top level project or file to include in the report. All files underneath the selected item are included in the report.
  • Output window options. Select options to control the output window display.
  • Output window. Organizes information on the files you select from the VaultView. View data about the projects and files.

Select Data

You can create a report based on the contents of a project, a group of related files such as the components in an assembly, or an individual file.

To select data for a report:

  1. In the vault view, select the project or files. Select the highest level item that you want to include in the report. For example, to capture data for an entire project, select the project name or icon.
    In Output window options, if Output window update is not set to Automatic, Refresh appears when you change the document selection.
  2. Click Update to refresh the Output window and display the data for the selected documents.
  3. Click Output to file.

Window Output Options

To control what appears in the Output window, do the following:

Include selected item Includes the highest-level item. Clear when you select a project to display information about all the documents in the project but not the project itself.
Indent document name Increases the indentation for each level of items.
Show file types Filters which file types are displayed. Select All, SOLIDWORKS Only, nonSOLIDWORKS Only, and so on from the list.
Levels start with Choose 0 or 1 for the first level identification. Each level of indentation increments the level number.
Output window update Select Automatic to update the display automatically when you make a change, such as selecting a different project or document. If cleared, you can click Update to update the display manually.
Revision Select a revision from the list. The selected revision is listed in the Revision column. The most recent revision is indicated by [latest].
Config Select a configuration from the list. The selected configuration is listed in the Configuration column. All configurations for the specified revision are listed in the Configs column. The current configuration is indicated by [in use].
You must specify a Revision for Config to be available.

Column Headers

To organize the columns in the Output window, drag column headers to reposition the headings and contents of the columns, and right-click to access menu items such as:
  • Hide Column
  • Unhide Column
  • Unhide All
  • Save Header State
  • Restore Last Saved
  • Restore Default State
  • Find/Select


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