Building a report

Meridian can build a report in Microsoft Excel that lists the drawing tags that are linked to a selected document or vice versa.

Before you begin

You must have Microsoft Excel installed on your computer to build a report.

To build a report of linked tags:

1. View the Tags property page in PowerUser for the document upon which you want to build the report.
2. Select any row in the tags list. The command buttons become enabled.
3. Select a report definition from the Template list. The report definition must be configured by a system administrator.
4. Click Create. Microsoft Excel opens and the tag data appears in a new worksheet similar to the following figure.
5. You may format, print, and save the worksheet to meet your needs.

To build a report of linked documents:

1. View the Where Used page for the tag upon which you want to build the report as described in Viewing linked documents.
2. Select any row in the documents list. The command buttons become enabled.
3. Click Report. Microsoft Excel opens and the document data appears in a new worksheet similar to the following figure.
4. You may format, print, and save the worksheet to meet your needs.