Tips & Tricks: Reporting Customization
Our flexible reporting system offers customization options that range from using company logos to changing the font settings in the summary sets export. In this edition of the tips and tricks section different customization options available in VMGSim will be summarized.
The majority of the information used in the headers and footers is defined in Report Header & Global variables under the Reporting menu. In this form you can find information like Customer, Project, JobNo, etc.
Information related to the company such as company name and address are defined in the options form under Configuration -> User.
Different logos are used by different reporting features:
- Built- in Reports– This logo is used in places where the built in printing functionality is used, for example, places like the print button located on every unit operation and the print option in the Summary Sets sections. This logo is defined in the options form under Configuration->User.
- Word Export (New in VMGSim 6.5)-This logo is used in the summary page of the Word report. The location of this logo is defined in the options form under Reporting->Word Export.
- Excel Export (New in VMGSim 6.5)- This logo is used in the summary page of the Excel report and in the header of each page when the printing settings are enabled. The location of this logo is defined in the options form under Reporting->Excel Export.
Word Template: define what template to use when exporting to Word. Customize the template with your logo, and modify the layout of the header and footer.
To define what template to use go to Tools>Options>Reporting>Word Export> User Template Path.
The fields marked with < > such as <Customer> are the fields that VMGSim will use to fill the required information. In the documentation manual under Flowsheeting>Reporting>Global Report Customization you can find all the available fields.
The summary sets offer the option to format the font settings and the lines width of the column header, row label and data section separately.
Changing the font settings of the data section can prove handy when one does not want the report to show what information is specified by the user of VMGSim.
Equipment Data Sheets can be used to visualize and interact with process information from the report tab inside unit operation forms. The report can be exported to Excel. In addition, the equipment data sheets are incorporated as an output option inside project report.
Last September’s newsletter featured an article that describes how a user can customize and add equipment data sheets.
Please contact your local VMG office for more information.