Reports

Reports give you a structured overview of the drawing's content – bill of materials, list of wires, list of cables and more. They come in two forms:

Free-standing Reports

They are shown through the Outputs menu. They are ideal for filling in data about symbols and wires, because you see the drawing and the report at the same time. The object being edited (symbol or wire) is highlighted directly in the drawing.

Embedded Reports

They are inserted into the project with the button (8) in the Pages panel. They are a permanent part of the project, so they are always printed together with the drawings. You can insert the same report several times – for example the list of symbols once as is and once grouped by type. After confirming, the report is inserted as a new page.

Reports can have a different paper size than the drawing pages. Each report can have its own paper orientation.

How to set the paper size for reports:

F12 - Document - Reports

How to set the paper orientation for reports:

In the Pages panel, double-click the page to open the dialog and select the Page Orientation tab.

Columns

You can customize the columns by right-clicking the table header. A menu appears that lets you:

add or delete a column (New column, Delete column)
set the column alignment (Align left, Align middle, Align right)
set the column variable (Column settings)

Change the order of the columns by dragging the header with the mouse. Click a header to sort the rows by that column.

Each column has a variable assigned. You can change it with the menu item Column settings.

Each report contains several predefined variables. Some reports (list of symbols, list of wires and list of cables) let you add columns with a custom variable. This variable is also an attribute of the symbol or wire.

Example: adding the manufacturer

In the list of symbols, choose the command New column. Enter a custom variable, for example man, and the column name Manufacturer. Confirm with OK. Now you can fill in the manufacturer for each item. Each symbol will have the attribute man with the value you entered.

Report Buttons

The report window has several buttons:

Columns

Lets you save the configuration of a report (which columns it contains) and load it again later. This way you can prepare different reports, for example by project type or customer requirements. More in the section Column Sets.

Copy to Clipboard

Copies the report data to the Windows clipboard. You can then paste it, for example, into MS Excel with Ctrl+V.

Export as CSV

Saves the data to a CSV file. This file can be opened or imported into MS Excel with the command Data - From Text/CSV.

Print

Prints the report or saves it as PDF using the virtual printer Microsoft Print to PDF (or another PDF printer).

Filter

Lets you specify which symbols (components) are included in the bill of materials.

Column Sets

The Columns button opens the Column Sets dialog. There you save the current column setup of the report under a name and later apply it again with a single selection. Sets are stored separately for each type of report.

Save: First adjust the columns in the report (right-click the table header). Then open the dialog, type a name for the set in the Save field and click the + button. If a set with that name already exists, the program asks whether to overwrite it.

Load: In the Open list, choose the name of the set and confirm with OK. The report columns are set according to the set.

Update: Adjust the columns in the report and save them under the same name – confirm overwriting.

Delete: In the Open list, choose the set, click the × button and confirm.

The name of a set must be a valid file name – it must not contain the characters \ / : * ? " < > |.

💡 Pro tip: Save column configurations for different project types (switchboard, installation, PV). For a new project you then just load the right one and don't have to set up the columns from scratch every time.