Creating Reports in Project Explorer

Creating Custom Reports and Tables with Project Explorer– Practice Exercise

Task 1: Create a report configuration

1. Open the practice file, 001-Reports and Tables-Exercise.dwg.
2. Open the Add-ins ribbon tab, in the Project Explorer tab select Launch Project Explorer.
3. In the middle window scroll-down and select South Santa Fe Drive.
4. Be careful not to select the profile entry which trees-out below the alignment.
5. In the lower window switch to the Alignment PIs tab.
6. In the middle window right-click on South Santa Fe Drive. Choose Add to Object Set > New Object Set.
7. Change the Object Set Name to S Santa Fe PI Report.
8. Change the Object Set Action to Report to HTML File (*.htm).
9. Under Layout Style select Use Specific Layout Style and click the Edit Style button.
10. Make sure the Alignment tab is selected at the top.
11. Set the Alignment/Profile Column Chooser to Set Column Layout for Alignment PIs
12. At the far right select the Unselect All button.
13. Turn on the checkmarks for Station, Easting, Northing, Distance In, Direction In, PI Included Angle, and Curve Radius.
14. Select the Northing row, then click the up arrow at the right of the dialog once so it appears above the Easting row.
15. Click OK. Browse to the folder where you saved the exercise dataset and save the Layout Style as Exercise PI Report.xmpt.
16. At the top right make sure the File Output Options tab is selected.
17. Change the Filename Template to {ObjectSet_Name} (without the Drawing_Name) included).
18. Next to the Output Path click the Browse button.
19. Browse to the folder where the exercise dataset is located. Click OK.
20. Under Report Styles select the Use Specific Report Style. Then click Edit Style.
21. In the Page Options tab change the Layout Units to inches. Change the Report Header to {Report_Name}.
22. In the Table Options tab turn off the Use Background Colors.
23. In the Report Header tab double click in the Drawing: field and change the text to Report Name: and change the Field Value for that row to {Report_Name}.
24. Select the Drawing Path row, right-click and choose Delete Row. Click OK.
25. Browse to the folder location where the exercise dataset is located and save the report style as Exercise Table Style.xmpr.
26. Click OK to close the Create Object Set dialog. Click OK to confirm the object set was successfully created.

Task 2: Create a report

1. In the Project Explorer window switch to the Object Sets tab (at the left).
2. In the top window select the S Santa Fe PI Report object set.
3. In the middle window, in the South Santa Fe Drive row, double click on the Object Table field (currently reads Yes).
4. Turn off the Use Object Table? Option. Click OK.
5. In the top window, make sure the S Santa Fe PI Report row is selected.
6. Above the top window select the Run Selected Action button.
7. When prompted Do you wish to open this file now? Click Yes.

Task 3: Switch report settings to produce a table.

1. In Project Explorer Object Sets tab top window, right-click on S Santa Fe PI Report and choose Copy.
2. Right-click on the S Santa Fe PI Report row again and choose Paste.
3. Double click on the name of the new S Santa Fe PI Report - Copy.
4. Change the Object Set Name to S Santa Fe PI Report Table.
5. Change the Object Set Actions to Export to AutoCAD Table(s) in MODEL Space.
6. Change the Object Set Action type to Dynamic.
7. Make sure the Layout Style is set to Use Specific Layout Style and is still set to Exercise PI Report.xmpt from the previous exercise task.
8. At the top right make sure the AutoCAD Table Output Options tab is open.
9. Click the Pick Insertion Point icon. Wait for the dialogs to temporarily close so you can select an origin point for the table in the drawing file.
   • You are selecting the upper left corner of the table.
10. Change the Title Cell Text Template to [ObjectSet_Name}.
11. Click OK.