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Author Topic: Generating a report for a document type from a report package  (Read 4607 times)

ClockwiseMango

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Generating a report for a document type from a report package
« on: January 15, 2020, 08:27:11 pm »
Hi All

I have created a Report Package and document templates to be able to create word reports. All good :).

I would like to generate the doc filtered for Package Diagrams only, on the top package, to capture all the package diagrams from the model structure in a single word file.

If I generate the doc from the Model Document element I can use the exclude filter but if I generate from the Report Package the exclude filter option is not available

Can the diagram type be added to a template to only generate the package diagram? and if yes how?

Ta

Geert Bellekens

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Re: Generating a report for a document type from a report package
« Reply #1 on: January 15, 2020, 09:46:56 pm »
You can set filters also in the template properties.
Edit the template, go to the properties, and you'll find filter options much alike those you get when generating a document.

Geert

ClockwiseMango

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Re: Generating a report for a document type from a report package
« Reply #2 on: January 16, 2020, 01:30:08 am »
Brilliant thanks.

Any tips on reporting on large models to reduce the search/generation time
i.e to stop it looking at evry element

Geert Bellekens

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Re: Generating a report for a document type from a report package
« Reply #3 on: January 16, 2020, 03:49:59 am »
You might want to look into virtual documents.

With those you can either set a number of packages, or an SQL Query to be the source of the document.

Geert

Modesto Vega

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Re: Generating a report for a document type from a report package
« Reply #4 on: January 23, 2020, 09:16:09 pm »
Filters on document templates work but are a bit clunky and seem to exhibit odd behaviours when combined. Essentially you have Exclude Filters, Element Filters and several other filters. Oddly we settled on using Element Filters to filter by Object Types and abandoned Exclude Filters for this.

SQL Fragments work well but they may result on an increased number of templates.

When reporting on large models, it may be a good idea to look into how the model is partitioned in terms of meaningful packages. Recently, it became easier to report on a very large repository when we reviewed and fine tune the package structure.