Reports

1. Polyworks Tutorial Creating a Report Creating a Report

2. 3 1 2 A new default report will be created, as a new tab and an item on the tree view Start by opening a project that has items you want to report Find the report tab and select create formatted report TIP: You can switch between report and live view by selecting the tab or double clicking the new icon on the tree view

3. 4 5 6 By default the items will be added to a new page in the report tab Witht the items selected, click the capture 3D scene and the create tables buttons To add items to the report, select them on the tree TIP: Items are added automatically, but you can change the settings to add items to the report manually

4. 9 8 7 When you create a snapshot or a table, they will be now be added to the tree instead of the report Under “Reports” look for the report item option and select tree view To add items to the report manually, select the options tab TIP: You can double click on the icons to see a preview of the contents

5. 10 12 11 To add an image to the report drag it from the tree onto the page To add a table to the report drag it from the tree onto the page Click on the right of the image to adjust various settings TIP: Change the scale of the image by dragging the corners or double click on it to change the boundaries that crop the image TIP: Change the scale of the image by dragging the corners or double click on it to change the boundaries that crop the image TIP: You can edit the snapshot appearance or select restore project view to navigate back to recreate the image view on the main viewer window

6. 15 14 13 You can select the type of coordinate system and data alignment displayed in a particular image To change image settings, right click and select the properties tab The second tab controls the scale and proportion of the image box TIP: You can edit the snapshot appearance or select restore project view to navigate back to recreate the image view on the main viewer window. TIP: use this to change how to scale and the image and whether you want to show a bonding box. TIP: This will have an impact on the coordinate systems that is used to display measurements.

7. 17 18 16 You can then move, rotate or add lines, to define a new layout. You can edit the page layout by right clicking and selecting edit background. To edit the boxes, you will need to right click and select ungroup. TIP: The new layout can then be saved as a template to be used for future reports

8. 19 20 21 You can also choose to add elements like images, shapes and text field to create a new page layout. Use the scale tools to place the image as required You can import images form an external file TIP: The new layout can then be saved as a template to be used for future reports TIP: The new layout can then be saved as a template to be used for future reports TIP: The new layout can then be saved as a template to be used for future reports

9. 22 23 24 To change the Table Header, pick the second button on the menu A new window will open allowing you to adjust rows, columns, headings and text properties To edit the table properties, right click on the box TIP: the heading filed are predetermined, to add or remove them use the arrows between the two lists

10. 1 3 2 To select the template, open the options tab, and select the file under Reports Save the template by giving it a name You can save the layout of the report as a template by selecting file, save as layout TIP: Use the Favorite Paths option to find one of the pre-defined folders in the workspace, that way the template will always be accessible since it is saved inside the project TIP: Next time you create a report, the new layout will be applied