The Packages' Report tab displays targeted reports based on details of the selected Package. Some package details like assembly names, spool names, or item numbers can be added to the package before the report is generted. Creating a Package report requires a 2-step process: 1) Create a Template and 2) Create a Report associated with the Template.
An examples of a Package Report is a Package Spool Report.
Create a Template
Create a Report
- For information on how to create a Package Report, see the Example: Package Details Report article on the Reports (Admin) page.
- Briefly, in order to use the Packages' Reports tab, a specifically configured report must be created and associated with a Template.
- The Report must include the following:
- Format = PDF
- Item Type = Package Details
- Template = Any template
- Report Fields = Valid report fields
- Note: If the Reports tab is clicked and a Package Details report has not been defined, the following message will display.
| Anchor |
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| PackageDetailsReport |
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| PackageDetailsReport |
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Use the Package Details Report
To use the Package Details Report:
- Go to the Packages' Report tab. One of your reports will display the package by default.
- Other reports targeted to the Package's Report tab (where Item Type = Package Details) will display in the report drop-down. Note: This report template includes the Isometric view, QR code, and report field.
- To enhance the Isometric view to include other features like assembly names, spool names, item numbers, and Display Grid click the Packages' Viewer tab and use the STRATUS toolbar to add this information. For more information about the Packages' Viewer tab, see the Package's Viewer article.
- When done, click the Packages' Report tab and if an Isometric view is included in your template, this information will display.
