XPAC Reference Guide

Automatic scenario reporting

Automatic scenario reporting

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Automatic scenario reporting

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Automatic Scenario Reporting generates a range of reports for the current scenario. These reports are generated in an easy-to-read format that you can print or export for use in management reports or other documentation.

Scenario Setup report

The Scenario Setup report contains all of the settings for the currently selected scenario. XPAC generates the report in HTML format and you can save it as a web page, print it, or copy and paste it into other documents. Clicking on an item in the table of contents navigates directly to the related part of the report.

Results reports

You can generate five types of results reports to view schedule progress for the selected scenario:

Scenario report
Resource report
Constraint Summary report
Constraint report by resource
Constraint report by activity

You can generate results reports by selecting View > Schedule Reports from the Schedule Setup window.

Note

Constraint reports are only available to XPAC AutoScheduler license holders. These reports are not automatically updated if a change is made to a schedule after the report is created. You must enter certain changes (for example, a new resource added to the schedule) manually or create a new report to reflect these changes.

Scenario Setup report

The Scenario Setup report is a predefined report on all of the settings contained in the currently selected scenario.

To generate a Scenario Setup report:

1.Open the Schedule Setup window.
2.Right-click the scenario that you want to report on and select Scenario Setup Report.
3.If required, you can save the report as HTML, print, or copy and paste it into other documents by right-clicking the report and selecting an option from the menu.

Scenario report

The Scenario report contains a summary of all resources and constraints from the scenario at the current point in the schedule.

Resource report

The Resource report is similar to the Scenario report, but it allows you to select individual resources and resource details. Select the resources and details to include in the report.

Constraint Summary report

The Constraint Summary report allows you to select particular constraints. Select which constraints to include in the report

Constraint report by resource

The Constraint report by resource allows you to select particular constraints and individual resources. Select which constraints and resources to include in the report.

Constraint Report by activity

The Constraint report by activity allows you to select particular constraints and individual activities. Select which constraints and activities to include in the report.

Generating a Results report

1.Select a scenario that you want to report on from the Schedule Setup window.
2.Select View > Schedule Reports.
3.Click New.
4.Select Scheduling Report Writer.
5.Click OK.
6.Enter a name for the report. The Scheduling Report Writer window opens.
7.Right-click the first row of the report and select Insert Row.
8.Select the type of report that you want to generate.
9.Click OK.

Note

Depending on the type of report that you selected, you may receive a prompt requesting additional information.

10.Select an item from the Output Type drop-down list:
Window generates the report to a new window.
Database generates the report to a new Results database.
CSV File creates the report as a CSV text file.
XLS File creates the report as an MS Excel file.
11.Select a calendar from the Time Scale drop-down list.
12.Select Run to generate the report.