Report Templates

If you have reporting needs that are not met by the standard report forms included with XFMEA/RCM++, you can create custom report templates. They will be shown in the list of available report forms in the Reports window and can be included in your generated reports.

Tip: For information on using templates from previous versions of the software, see Templates Manager.

To open the Report Template window, click the Add button or the Edit button on the Report Templates tab of the Templates Manager.

• The Fields tab allows you to choose and configure the fields to be shown in the body of the report.
• The Column Header Customization tab allows you to configure the column headers shown in the report.
• The Preview tab displays an approximate preview of the template incorporating the settings you have specified on the other two tabs.

Note: Report templates can be used to generate reports for projects that use any interface style. For this reason, all fields are available for use in the template, regardless of whether they are enabled in the current project’s interface style. When the report is generated, only those fields that are enabled in the current project’s interface style will appear in the report.

Fields

On the Fields tab of the Report Template window, the Available Fields area displays all of the properties available to use that are not yet selected.

The Selected Fields area displays the properties that have been selected for inclusion in the template, in the order in which they will appear. You can drag and drop the selected properties into the desired position or use the Up/Down icons.

You can double-click a property or use the Include/Exclude icons to move the property between the areas.

Note: Each query to the database can include a maximum of 225 fields. If your query exceeds this number, you will see a message that notifies you of the issue and asks you to reduce the number of fields and try again.

For the FMEA Spreadsheet, FMEA Spreadsheet with Items, Functional Failure (FFEC) and Functional Failure (FFEC) and Functional Failure (FFEC) with Items report template types, the Show Two Control Columns option will appear above the Selected Fields area. Select the check box if you want prevention and detection controls displayed in separate columns. (See Controls in FMEAs.)

Column Header Customization

Each field that you have selected for inclusion in the report template on the Fields tab will appear in the table on the Column Header Customization tab.

There are four options for the column width:

• Fit Header will size to fit the text in the column header (i.e., the column name).
• Fit Data will size to fit the widest data text in the column (i.e., all of the rows below the column name).
• Fit Header/Data will size to fit the widest text in the column, regardless of whether it is the column name or the data.
• User Defined allows you to specify the exact column width (number of characters).

By default, the column headings will use the names shown in the Property Name column. You can overwrite that by entering text in the Overwrite Default Header Text column.

Once you have configured all options to suit your needs, you can go to the Preview tab to see what the report template looks like. You can also click OK to save the report template.