SmartReports - Generating Refreshing & Navigating Reports

SmartReports - Generating, Refreshing & Navigating Reports

Last updated: October 2021SmartReportsRevit

⚠️ Requires Tables ≥ 2022.1.16

1. Generating report pages

Once all parameters, sub-tables, and images in the template are defined and formatted, generate the report. Click Create / Re-create in the ribbon:

The Report Template with the context-sensitive ribbon. Tables creates one worksheet per element of the chosen report category.

After generation, all report pages appear as individual tabs - here e.g. Technik-1.03, Gang-1.02, Keller-1.05 and further rooms.

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Important

The report template must be active for all report pages to be considered. Both commands are also available in the context ribbon of individual report sheets for single-sheet updates.

2. The finished result

Fully generated report for Kochen/Essen 2A-3 with floor plan images, wall-sides sub-table, grouped key metrics, and tab navigation.

3. Refreshing the report

If your Revit data has changed, you can regenerate or refresh the report:

The ribbon with Create / Re-create and Refresh. The report template must be active for all pages to be considered.

Command	Behaviour	Manually entered data
Create / Re-create	Deletes all existing report sheets and regenerates from scratch	❌ Lost
Refresh	Sheets are kept; only sub-tables and individual parameters are updated	✅ Preserved

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Note

Writing modified values back to Revit (Apply) is not yet available - Planworks is already working on this.

4. Navigating worksheets

The Manage Report Pages command opens a navigation helper dialog for quickly moving through the report:

The navigation dialog lists all report sheets. Double-click or click the arrow icon to jump directly to the selected sheet. The filter row narrows the list.

Filter and icons in the navigation dialog

Use the X icon to delete one or more sheets. The refresh icon updates the pages listed in the dialog.

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Tip

You can also navigate via right-click on the sheet tab navigation bar at the bottom of the window (works the same in Excel).

5. Highlighting in Revit

When you are on a report sheet, you can select and highlight the corresponding element in Revit:

A finished report sheet. You can also navigate between sheets via right-click on the tab navigation bar at the bottom.

Ribbon with Highlight in Revit and Go to Report Template

The Highlight in Revit command finds a suitable view and selects the element in the model. Go to Report Template returns you to the Report Template sheet.

6. Appendix - All context-sensitive ribbons

Tables automatically shows the appropriate ribbon based on which sheet is active (new from version 2022.1.0):

Table tools for regular Tables component lists.

Table tools for sub-tables inside SmartReports.

SmartReport tools for SmartReport templates.

Project / Element Info - tools for project information, category parameters (incl. images), and grouped parameters.

SmartReport report sheet tools for individual report worksheets.

← Article 4 - Floor plan images

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