1. What are SmartReports?

The SmartReport feature in Tables by Planworks lets you document individual Revit elements on separate, automatically generated worksheets. Typical use cases:

• Room books - one sheet per room with area, perimeter, wall sides, furniture, and more
• MEP calculations - structured evaluations directly from the Revit model
• Structural documentation - element-specific values with floor plan previews

A finished SmartReport worksheet: room Kochen/Essen 2A-3 with floor plan previews, wall-sides sub-table, and aggregated key metrics (area, perimeter, surface).

2. Creating a new report

1. In Tables, switch to the Revit tab in the ribbon.
2. Click the Smart Report command.
3. In the dialog, choose one or more report categories (e.g. Rooms). Use the filter for faster searching.
4. Confirm with OK.

The Select Categories dialog: Rooms is selected. The active filter shows 1 of 705 selected.

3. The Report Template

After creation, Tables automatically creates a template worksheet visible as the Report Template tab at the bottom of the workbook:

The newly created Room Report Template worksheet appears as a tab in the workbook.

Whenever you are on this sheet, the context-sensitive Modify ribbon appears with all SmartReport commands:

The Modify ribbon with all Smart Report commands: Create/Re-create, Refresh, Edit, Manage Report Pages, and Remove.

4. More articles in this series

• This article: Overview & Getting Started
• Article 2 - Configuring the Report Template
• Article 3 - Sub-tables & Grouped Parameters
• Article 4 - 2D Floor Plan Images
• Article 5 - Generating, Refreshing & Navigating