Edit Report Configuration

You can edit report configurations.

Do one of the following:
  • Click Electrical project > Configurations > Report > Properties (Design rule > Properties) .
  • Click Report management > Properties (Design rule management > Properties) .
  • Right-click an electrical project and click Configurations > Report > Properties (Design rule > Properties) .
  • Right-click a report drawing and click Edit report configuration .
A dialog box opens and displays all the report configuration parameters.
  • . Opens the preview windows to check the settings.
  • . Adjusts the preview to the graphical area.

General

Option Description
Name Lets you name the configuration file.
Type In the list, select the report configuration type.
Description Lets you enter a description in all languages supported by the software.

Themes

For each type of text displayed in the table, you can manage the font, height, color, and style. You can also manage the row height.
Option Description
Row style If you select Automatic, the row height is automatically calculated by the software. If you select Minimum height or Fixed height, you must enter the row height manually.
Row height Defines the minimum height of a row. This parameter is only available with Minimum height (When the line break in the text is set, the table row can be higher. The real row height is always a multiple of the specified row height - like 2 or 3 times, to show 2 lines of text) or Fixed height (The row is not resized on text with two or more lines. The text is truncated and ends with an ellipsis (…).
Show all project languages

For the column header, to display the text in the three languages selected in the electrical project configuration, select Show all project languages. If you clear it, the text is only displayed in the main language.

Columns

Lets you define the columns of the table and the content of the columns.
Option Description
Changes the preview. When this option is active, the preview displays the table in the drawing space.
Displays a tip about ordering columns.
Lets you select the columns you want to manage in the report configuration. The check boxes correspond to the fields that you want. You can use the icons (arrows) to organize columns.
Lets you add a column for the row number.
Lets you add a new column. The Column properties dialog box opens to let you create the new column. The database field is automatically added to the query.
Lets you delete a column. The Delete column dialog box opens to let you delete the columns. The database fields are automatically removed from the query.
Header The first line of the table. The header contains text, which indicates the data type. Enter text in all languages supported by the electrical project.
Content The data field stored in the electrical project database. Click the cell to access the column properties.
Go to Lets you generate a link with data, such as the Mark Id of a component, and the element in the electrical project (the component).
Width Enter the width of the column.
Calculate sum This data is optional. You can only calculate the sum of numeric data.
Print vertical separation When you clear this option, the vertical line between 2 columns is removed.
Multiline When the text is longer than the cell, if this option is active, the text wraps to multiple lines.
Header alignment Lets you manage the justification of the header text.
Content alignment Lets you manage the justification of the content text.
Merge rows Groups data if it has the same value.
Duplicate in list When you merge rows, the next columns display all data in the same cell. If this option is active, you accept that you may have the same data several times.
Separator This character is used to separate data when you have duplicates.
Value range When you merge rows, the software lists consecutive values as a range for merged rows instead of listing each individual value in the range. To activate this option, select Merge rows in any column. You can activate this option for multiple columns at once. For Value range, from the list, select one of the following options:
  • <->
  • :
  • ...
Consider the BOM below, in this example, … is selected for Value range.

If you select Duplicate in list, the software lists the values as:

If you clear Duplicate in list, the software lists the values as:

Layout

Lets you configure the position of the table in the drawing.

If the report table height is greater than the height of the Drawing space, the table is automatically split. The other part of the table is inserted on a second drawing or on a second column if the report is done on two columns.

The title block associated with this report displays in this tab. It can be different from what is set in the electrical project configuration. Default title block: the title block associated with the report drawings in the electrical project configuration, or Title block specific to this configuration: all drawings using this configuration are generated with this title block. To modify it, click .

Option Description
Drawing space
  • Height. Enter the height of the area to draw the table.
  • Width. Enter the width of the area to draw the table.
Insertion in drawing space X and Y coordinates. Enter the coordinates of the area corresponding with the margin. The table cannot be drawn in the grid of the title block.
Margin between tables
  • Horizontal and vertical. Enter the distance that you want to have between each table.
  • Space between title and table. Enter the distance between the text displaying the table title and the table.
Options
  • Use '|' character as line break. Select this option when you manage line breaks in the reports. For each type of report (such as drawings or Excel files), the '|' (Alt 124) character is replaced by a specific line break character.
  • Do not cut tables. When you use breaks, a table might not occupy the entire drawing. A second table can, therefore, be drawn on the same drawing. When you select this option, and if the second table cannot be fully drawn in the drawing, it will be drawn in a new drawing.
  • One table per page. When you use breaks and select this option, you cannot have two or more tables on a page.
  • Drawing list. A special option for drawing lists. Launching a drawing list can create one or more new drawings. The report is launched several times to integrate these new drawings.
  • One report by book. When you use breaks on a book, you can choose to group all report drawings in one book or to distribute them in different books.
Destination type This section is only available if you have the condition "WHERE (sym_fil_id = %CUR_FILE_ID%)"in the SQL query (Expert mode activated).
  • Generate report drawings. Select this option if you want to automatically generate the table reports in specific drawings.
  • Insert in existing document. Select this option if you want to manually insert the report table in schematic, line diagram, or cabinet layout drawings. Note that if you select this option, some options of this tab are disable.

Sort and Break

Lets you configure data sorting. Breaks allow you to divide the report into tables, grouping data with the same values together (break = one per table).

The table can have a title inserted in the top left. Also, this lets you configure the title of the table, either automatically or using a formula.
Option Description
Title formula Lets you access Formula management to create a formula for the title of the table.
Automatic formula from break Automatically sets the title from the breaks that you set up.
Sort order and break condition Add fields for sorting. You can manage the order with the up/down arrows. The order is created based on the first field, then the second field, and so on. If you want to create a break, check the box.

Filters

Filters the report data, for example, to display the manufacturer part of a specific manufacturer or the drawing list of a specific book.
Option Description
Lets you add new filters.
Duplicates the selected filter.
Deletes the selected filter.
Opens the selected filter definition.
Filter name Displays the name of the different filters used in the report.
Filter description Displays the filter description in the main language used in the electrical project.
Filter conditions Displays the filter conditions.

File Data

Lets you define the parameters for the automatic generation of information to be transferred into the properties of report drawing. Click the column to open Formula management.
Option Description
Name Lets you define the drawing mark. If you leave an empty formula, the configuration parameters are used.
Description Lets you define the parameters for the automatic generation of data to be transferred into the description of the report drawing.
User data/Translatable data Lets you set the parameters for the automatic generation of data to be transferred into the user data of the report drawing.

Activation of Expert Mode

Expert mode lets you directly intervene in the SQL query used to generate the report. Use this mode only if you understand SQL and database structures.

Errors that you make when using Expert mode can cause unwanted results or a complete loss of report configuration.
When you activate Expert mode, a new SQL query tab is displayed. The left part shows the query in SQL format. The right part lists the available tables and fields.
Option Description
Add / Delete a column Lets you add or delete a column. Do not confuse this feature with adding or deleting in the Columns tab. Adding or deleting a column in Expert mode adds or deletes a field in the query.
Open file Lets you open an XML file (save the parameters of the report configuration and of the query) in a file editor.
Edit Lets you edit the query.
Test Lets you test the result of the query. If it is valid, a dialog box opens displaying the result. If the query is invalid, a message alerts you.
Export query Lets you export the query used by the report in a text file. This file automatically opens.