concept
Reporting
Shared report engine for standard, module-specific, and named engineering reports from Creo.
Reporting is the shared CadActive engine for extracting engineering data from Creo models and writing files (Excel, CSV, or text). It is not a Synchronize / Standardize / Automate workflow on its own.
In Creo the command is Generate a Report (dialog Select a Report). The same reports can run from the command line or with 3D files from Auto Export. You need a Reporting license and a CadActive server session.
Reporting produces documents and extracts. Analytics produces performance dashboards and trends — they are separate products.
Who does what
Role | Where | What they do |
|---|---|---|
Engineer | Creo — Generate a Report | Pick a report for the current model and save the file. |
CAD manager | Organization → Settings | Set export directory, default format, file-name prefix/suffix, and Excel template folder. See Settings for Reporting. |
Batch owner | Creo command line | Run a named report without the dialog. See Reporting Command Line. |
Collaborator | Web — Reporting → Templates | Create and edit named templates for the organization. This list does not drive the Creo picker. |
What it includes
Standard reports — shipped model extracts (overview, features, dimensions, GD&T, notes, surface finishes, combined-state annotations, mass/CG, drawing tables). Catalog: Standard reports.
Module reports — Piping, Cabling, and Standardize also register reports in the same Select a Report list. Those stay on their product pages: Piping, Cabling, Standardize.
Web Templates — a Name/Description catalog in the web app. Creo Generate a Report lists built-in and module reports, not this catalog. Excel layout files on disk use Default Report Template Directory in settings.
Settings
Organization admins change Reporting rows under Organization → Settings. Full list: Settings for Reporting. Interactive runs use those defaults for format and location; Generate a Report still asks where to save for most reports.
In this section
Generate a Report — pick a report in Creo and save the file.
Reporting Templates — create and edit named templates in the web app.
Settings for Reporting — organization export directory, format, and naming.
Reporting Command Line —
-ACTION=RUN_REPORT.Standard reports — shipped reports, one page each.
Related
Auto Export — run saved reports with 3D exports from the current model.
In this section
- Settings for Reporting — Organization settings that control CadActive Reporting in Creo and the web app.
- Reporting Command Line — Generate a named CadActive report from the Creo command line to CSV or Excel.
- Generate a Report — Pick a CadActive report in Creo, run it on the current model, and save CSV or Excel.
- Reporting Templates — Create and edit named Reporting templates in the CadActive web app.
- Standard reports — Shipped CadActive reports you can run from Generate a Report or the command line.