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Reports in TOP-Energy

Three types of reports on a project can be created: the data report, the eValuate report, and the eValuate calculation export. For this purpose, Microsoft Office (with Word and Excel) must be installed on the computer.

The three report types differ from each other in content and file format.

The  data report contains tables with the input and output data of the project and the scheme representations. It is saved in Word format.

The main report, which presents all essential data and results of an eValuate module clearly in text, tables, and graphics, is the  eValuate report. It is also output in Word format.

The third way to generate reports is to export the profitability assessment data to a Microsoft Excel document (eValuate export). To do this, choose  Export eValuate calculation.

All three project reports can be output via the Export group of the Project ribbon.

There is the split button  for the two Word reports and the split button Excel or the Excel data export (see the following figure).

You can customize the Word report templates, e.g., by adding your logo.

Data Report

Content and Form of the Data Report

The data report contains tables with the input and output data of the project and, depending on the selection, the scheme representations. The data report has a cover page and a table of contents. It is structured by main headings and subheadings. The following figure shows a section of the overview display of a data report.

Data report
The data report can be generated for the whole project or parts of it.

Read more in a separate article about the structure of the data report.

Generating a Data Report

The default report configuration for a data report can be used immediately. If you want to make your own selection of which data is recorded in the data report, you can configure your data report. In the linked article you will learn how to do this.

To generate a data report of the entire project, select  Generate data report in the Project ribbon in the Export group via the Word split button.

You create the data report for only one eVariant node, one eValuate node, or one component using the context menu of the selected eVariant or eValuate node or the selected component in the Project explorer (by right-clicking). Then select the commands Bericht erzeugen Generate report →  Generate data report.

A window for saving the report file opens. The file name and the storage location must be specified there.

Then a dialog box appears, which reports the successful saving and offers the possibility to open the report (see the following figure).

Open data report

The data report is always saved in DOCX file format.

If you need the data report as an Excel file, open it in Microsoft Word and save it as an HTML file (filtered web page). You can open this HTML file with Microsoft Excel, edit and save it as an XLSX file. Alternatively, copy and paste the data from the Word document into an Excel file using the key combinations <STRG>+<A>, <STRG>+<C>, and <STRG>+<V>.

eValuate Report

The report is also called the Word report on economic evaluation. It refers to the data of an eValuate module.

Content and Form of an eValuate Report

The eValuate report contains all essential information about the eValuate module, the variants considered in it, and the results of the simulation and optimization. It is called the economic and ecological report. Firstly, it presents an overview of the variants from an economic and ecological point of view, then in detail, and finally in comparison with each other. The following figure shows an example of some pages of an eValuate report.

eValuate report

The eValuate report contains line, pie, and bar charts; tables; and text. It is equipped with a cover sheet and a table of contents. The report is structured by main headings and subheadings. You can vary the layout of the eValuate report and replace it by your own templates. For more information, see the article on the Word report on economic evaluation.

Generating an eValuate Report

In the Project ribbon, in the Export group, use the  Word split button to select the  Generate eValuate report function for the desired eValuate module node (see the following figure).

Alternatively, you can select Bericht erzeugen Generate report in the context menu of any item in the Project explorer (right-click).

Then a dialog box appears, which reports the successful saving and offers the possibility to open the report (see the following figure).

Open eValuate report

Exporting the eValuate Calculation in Excel

To export the eValuate calculations, first select the eValuate node in the Project explorer. This activates the function to export the eValuate calculations (otherwise it remains disabled). In the Project ribbon, in the Export group, use the Excel split button to select the Export eValuate calculation function (see the following figure).

In the window for saving the Excel workbook (XLSX file), select the storage location and the file name. After succesfully exporting data, the message “The export was successfully created” appears. Use the Open Export option to open the exported XLSX file directly in Microsoft Excel (see the following figure).

eValuate export

The Excel workbook contains worksheets for economic evaluation, costs and revenues, for each individual variant and the reference case, as well as for equipment, electricity, fuel, heat, cooling, steam, compressed air, components, and types. The eValuate calculation export always includes the data from an eValuate module and the variants considered in it.

For more information on exporting variants and eValuate calculations to Excel, see the article Excel Report on Economic Evaluation.

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