Additional Advanced Reporting Procedures

This section provides additional procedures related to advanced reporting configuration in Desigo CC .

Configure Reporting Templates

Perform the following to add new or configured report templates back to the respective library.

  • You have customized the respective library to which you want to add the report templates as per your customization levels.
  1. In System Browser, select Management View.
  1. Select Project > System Settings > Libraries.
  1. Proceed as follows:
  • To add the templates to the Advanced Reporting or Energy Reporting libraries: Select the Advanced Reporting Design folder in the Advanced Reporting or Energy Reporting libraries, if you want to add the templates to the Advanced Reporting or Energy Reporting libraries.
  • To add the templates to a different library: Select the Advanced Reporting templates folder in the respective library.
  1. In the Template Configuration tab, open the Import expander.
  1. Click Browse.
  1. In the Browse for Folder dialog box, select the folder where the zipped files of the Advanced Reporting templates are located.
  • The Advanced Reporting templates from the selected folder are listed in the Import expander.
  1. In the Import expander, select the files to be imported and click Import.
  • On import, the imported files are listed in the Templates expander.
  • The zipped files of the report templates are listed in the library.
Information

NOTE:
If an XLS file is used in report templates, it must be equipped with sufficient access rights to prevent unauthorized access.

 

Create a New Advanced Reporting Templates Folder
  • You have customized the library to which you want to add the reporting templates as per your customization levels.
  1. In System Browser, select Management View.
  1. Select Project > System Settings > Libraries.
  1. Select the respective library to which you want to add the report templates and add a new library block.
    When adding the library block, ensure that you select the New Advanced Reporting Templates option from the list that displays when you click New .
    You can only add one Advanced Reporting templates folder below a libraries folder.
  1. Enter values into the following fields: Version, Revision, Date, Notes.
  1. Click Save .
  • The Create New Object dialog box displays.
  1. Enter a name and description for the folder and click OK.
  • The Advanced Reporting Templates folder is added to the library.