Creating Reports
You can create, save, and print detailed reports from file information
in a vault. The Report Generator searches in the selected file vault for
the information that you specify in one or more queries.
You must be registered as user in the selected
file vault to run reports in it.
To create reports:
Click Tools,
Report Generator.
Select a vault in the toolbar's drop-down list.
Under Queries,
select the queries to run.
If you run multiple queries at the same time,
the result of each query search appears in a separate table under Result in the same order as used under
Queries.
If Queries
is empty, you must add queries. See Queries Pane.
Under Selected
files, you can add files to include in the query. If the pane is
empty, you can run only queries that do not require files as input.
Click Generate
Report 
on the toolbar or Edit,
Execute Query.
If SolidWorks Enterprise PDM
requires additional information to create the report, dialog boxes appear.
Click OK
in the dialog boxes.
The report appears under Results.
To save or print reports:
Click File,
Export Results.
In the dialog box,
select a destination folder.
Click OK.
The report is saved as a comma-delimited
value file (.csv) that you can
export into Excel.
To print the report,
click Files, Print.
The print layout is the same as displayed
in the Result pane. Click File, Page
Setup to customize the printout.
Report Generator Interface
The Report Generator contains three panes. Use the View
menu to toggle the display of these panes:
Queries
Selected files
Results
The Queries pane displays all
installed queries. Tooltips provide information about the queries. Right-click
queries to select options to manage queries and view their properties,
which are contained in the .crp
file. To change the properties of a query or create new queries, open
the .crp file, which is a text
file.
To add queries:
Do one of the following:
Drag the .crp
file containing the queries to the Queries
pane.
Click File,
Import Query. In the Import
Query window, browse to the desired
.crp file.
Double-click the .crp
file in the Explorer window. The file opens and is installed in the Queries pane.
The new queries merge with those that are already installed. Existing
queries are ignored (no duplicates). If a new query is identical to an
existing query, but has another version number than the existing query,
a warning message prompts you to replace the existing query or not.
A sample query file, Report Examples 1.crp,
is available in the Enterprise PDM
installation folder. If you import this file, you
must select the users and groups that have permission to execute each
of the 9 queries.
Selected Files Pane
The files to be queried must appear in the Selected
files pane. You can manage the files like you do using the Explorer.
For example, you can sort files by clicking the column headings, set options
by right-clicking a file, etc.
To add files, drag them from the Explorer or from
the result list in the Find command.
If you drag a whole folder, all files are added, but not the folder itself.
If a file with the same name and path as an added file is already listed,
no duplicate file is added.
To delete files from the list, select the files
and press Delete, or right-click
the files and select Remove from Selection.
Results Pane
Reports appear in the Results
pane. You specify the report headings in the *.crp
file. You can copy the table values and paste them into other files such
as Microsoft Word or Excel files.