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Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
& Manufacturing
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Professional CAD/CAM tools built on Inventor and AutoCAD
Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
In this unit, you will learn how to create standard reports in Fusion Manage.
Transcript
00:04
Next in the module workflow is learning about creating standard reports.
00:10
Reports help you view and monitor your workspace data.
00:13
You can create reports and charts for yourself and also share them.
00:18
Charts can be displayed on your dashboard for a real time view of report data.
00:23
There are many predefined reports set up in the default tenant to use as is or to use as a start to create your own reports.
00:33
To run a report, select Advanced Tools > Reports. Select one of the following output options:
00:39
Run Report As HTML, Run reports As EXCEL or Run Report As Column Chart.
00:47
Next View the report in the selected output.
00:50
The three outputs are shown here, the HTML, EXCEL and Column Chart.
00:57
Well now look at how to create reports from scratch.
01:01
Number one,
01:02
to create a new report. Select Advanced Tools > Reports.
01:06
Step two. Select a workspace and click Go.
01:10
Step three. Select or enter values for Report Name, Report Description and other options.
01:16
For report access, select one of the following options when creating report:
01:21
Private,
01:23
Public or Shared.
01:26
So Private. The report is only available to you.
01:29
Public. Available to anybody with permission to view the data in the report.
01:34
And Shared. Report is available to specific people and groups as set up by the report owner.
01:42
Step four. Select Grouping and Display Columns.
01:46
Step five. Select any filtering options.
01:50
Six. Select Sort Order details for First Sort, Second Sort, etc.
01:56
Step seven. Select Chart options such as Chart Type, X-Axis and Y-Axis details.
02:03
And then finally click Save.
02:06
Well now look at how to edit, delete and clone reports.
02:09
To make changes to a report, select edit.
02:12
To delete a report, select delete and to make a copy of a report, select clone.
02:19
When you select edit or clone, you are presented with the edit report page so that you can make any changes.
02:26
The difference between selecting edit and clone is that if you selected clone,
02:31
the system will create a new report for you when you click Save.
Video transcript
00:04
Next in the module workflow is learning about creating standard reports.
00:10
Reports help you view and monitor your workspace data.
00:13
You can create reports and charts for yourself and also share them.
00:18
Charts can be displayed on your dashboard for a real time view of report data.
00:23
There are many predefined reports set up in the default tenant to use as is or to use as a start to create your own reports.
00:33
To run a report, select Advanced Tools > Reports. Select one of the following output options:
00:39
Run Report As HTML, Run reports As EXCEL or Run Report As Column Chart.
00:47
Next View the report in the selected output.
00:50
The three outputs are shown here, the HTML, EXCEL and Column Chart.
00:57
Well now look at how to create reports from scratch.
01:01
Number one,
01:02
to create a new report. Select Advanced Tools > Reports.
01:06
Step two. Select a workspace and click Go.
01:10
Step three. Select or enter values for Report Name, Report Description and other options.
01:16
For report access, select one of the following options when creating report:
01:21
Private,
01:23
Public or Shared.
01:26
So Private. The report is only available to you.
01:29
Public. Available to anybody with permission to view the data in the report.
01:34
And Shared. Report is available to specific people and groups as set up by the report owner.
01:42
Step four. Select Grouping and Display Columns.
01:46
Step five. Select any filtering options.
01:50
Six. Select Sort Order details for First Sort, Second Sort, etc.
01:56
Step seven. Select Chart options such as Chart Type, X-Axis and Y-Axis details.
02:03
And then finally click Save.
02:06
Well now look at how to edit, delete and clone reports.
02:09
To make changes to a report, select edit.
02:12
To delete a report, select delete and to make a copy of a report, select clone.
02:19
When you select edit or clone, you are presented with the edit report page so that you can make any changes.
02:26
The difference between selecting edit and clone is that if you selected clone,
02:31
the system will create a new report for you when you click Save.
In this exercise, you will create a new standard report.
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