Reports from templates

You can create reports from templates that are uploaded in the settings.

  • If you don't have permission to view a field in a item, that field is empty in the report.
  • In most cases, numbers in a report are rounded to whole numbers.
  • If a report isn't downloaded, add trimble.com to the list of allowed sites for pop-ups, or turn off the pop-up blocker.
  • For best results, open PDFs in Adobe Acrobat Reader.

When the report is created from a template and includes multiple items, the following report types are available:

  • Record Details Only - all records in one file: Linked files aren't included, and all items are included in one report.
  • Record Details Only - one file per record: Linked files aren't included, and one report is generated per item. The reports are saved in a ZIP folder.
  • Include Linked Files - one file per record: Linked files are included, and one report is generated per item. The reports are saved in a ZIP folder.

If the report format is PDF, linked files can be included if they're one of the following types:

  • Image files: .ccitt, .gif, .jpg, .jpeg, .png, .tiff, .bmp, .emf, .exif, .icon, and .wmf
  • Non-image files: .pdf, .doc, .docx, .xls, .xlsx, and .txt

The following options are available for viewing, saving, and distributing reports:

  • View: The report is displayed in your browser. This option is only available for the Record Details Only - all records in one file report type.
  • File Library: The report is uploaded to the following folder:
    • For drawing sets: Drawing Set Documents > DrawingSetNumber
    • For drawings: Drawings > DrawingSetName_DrawingNumber
    • For specification sets: Specification Set Documents > SpecificationSetNumber
    • For spec sections: Specification Documents > SpecSectionNumber
    • For non-draft records: RecordType > RecordNumber
    • For draft records: RecordType folder.

    The report is also linked to the item that was generated from, and it is opened in or downloaded from the browser.

    • If you generate more than one report for the same item, the new report is uploaded separately and doesn't overwrite the old report.
    • The File Library option is not available for the Record Details Only - all records in one file report type.
    • Locked records are included in reports that are uploaded to the File Library.
  • Download: The report is downloaded to your computer.
  • Email: The report is sent as an email attachment.

You can create a report from a template.

  1. In the data view, select the checkbox (check_box) for each item that will be included.

    2. If no checkboxes are selected, all the items in the current view are included in the report.

    —Or—

    Open an item.

  2. On the navigation toolbar, click Print toolbar button (Print Report).

    3. —Or—

    In the View list of the data view, click Print toolbar button (Print Report).

  3. On the Report Template tab, set the report options.
    1. Select the report template.
    2. If the report contains multiple items, select the report type.
      3. Report options
    3. If the PDF report is for a single item with linked files, select the files that will be included in the report.
      • To show or hide the file names in the report header, turn the Include file names in headers toggle on or off.
        • File name toggle

        Toggle for including the file name

      • To reorder the linked files, you can click the drag handle of a file and then move it to a different position. When you reorder them for a report, it does not change their order in the record, drawing, or specification.
        • Reorder linked files

        Drag handle on a linked file

    4. Edit the file name.
    5. If available, select the report format.
  4. To include items from projects that you have access to, click chevron_right (Open) in the Projects list, and then select the projects.
    • The Projects list is only displayed in the Print Report dialog if you click Print toolbar button (Print Report) while no items are selected.
    • To filter the list of projects, click Filter icon (Filter), and then select the project workflow statuses. The list only includes statuses that are used in the current portfolio.
    • The search filters, including search terms, in the current project are applied in each selected project.
    • Feature, record, and field permissions are applied in each selected project.
  5. On the button, click expand_more, and then select an option:
    6. Distribution options
    • View
    • File Library
    • Download
    • ClosedEmail
      1. Edit the subject line.
      2. In the To field, click expand_more to select a contact, or click search to find or create a contact.

        3. To receive a copy of the email, select your name in the To, CC, or BCC field.

      3. In the Body field, enter a message.

        4. To format the message, select the text, and then click a button on the toolbar.

        Rich text editor
        1. Select the font type.
        2. Select the text size.
        3. Apply a character style.
        4. Change the text or background color.
        5. Insert a numbered or bulleted list.
        6. Decrease or increase the indent.
        7. Remove all applied styles.
        • The indent, text size, and font type aren't applied in emails.
        • Emails don't include images that are pasted into the message.
      4. If the PDF report is for a single item with linked files, select the files and how they will be included in the report.
        5. Report options

        For the Attachment option, linked files are attached in a ZIP folder or attached directly to the email, depending on the report setting.

      5. Click Send.