Report Templates Dialog Box

Edit the template report library in the dialog box. You can only edit customer-specific libraries in the custom/complibs folder. You can create a new library as well as add and delete template reports.

Dialog box options

Libraries

You may have several libraries available. If you wish to edit an existing library, select the library and selection group from the list in the top left-hand corner of the dialog box. You can search for a library by activating the list box and pressing Ctrl+F. Enter the desired character string in the text field. If you wish to collapse or expand all libraries, right-click to open the context-sensitive menu and select Expand all or Collapse all.

You can also create a new, customer-specific library.

Create a New Library

Edit the Description of a Library

Select Available Libraries

Delete a Library

The template reports of the library are shown below the list box.

Template Report

If you wish to edit the xlsx file or parameters of an exising template report, select the description of the report from the template report list. You can search for a label by activating the list box and pressing Ctrl+F. Enter the desired character string in the text field.

The parameters of the selected report are shown at the top right corner of the dialog box.

You can only edit the template reports in the customer-specific library in the custom/complibs folder.

If you have created a new library, add the first template report to the library by copying a template report from an existing library. You can copy a template report from any library, including the system library. You can then add, copy or move other template reports to the library.

Copy a Component From One Library to Another

Create a New Component to a Library

Move a Component From One Library to Another

Edit the Library Data of a Component

Delete a Component From a Library

Parameters

Edit the parameter values.

• Description - Description shown in the template report list and in the building's document browser.
• Source File - For the present, Excel reports can be generated from the components.xml and energy.xml file.
• Target File - File name of the final material report (*.xlsx) to be saved in the building folder. You can enter the file name in the format folder/filename.xlsx. In this case, the file will be saved in a folder under the building.
• Template File - File name of the template report (*.xlsx). Save the template report you received in the ../custom/complibs/[library] folder.
• Print language - The template reports can be multilingual. The language of the final report is defined in the Printing language field. The value in the field is a two-letter code according to the ISO 639-1 standard, for example fi or en. You can generate reports in different languages from the same template report by adding a template report for each language in the library.

Open

You can edit the xlsx file of a template report. The file is opened in Microsoft Excel. Editing a template report requires that:

• You know how to use Microsoft Excel.
• You are familiar with the structure, component types and sub types of the components.xml file generated by Vertex.
• You know the syntax of the XPath language.

You can open the template report in Microsoft Excel for editing also from File Explorer.

Edit a Template Report