Report Panel

Report Panel

The Report Panel provides a complete report with all the details of the design created in RhinoArtisan.

Entering Data

When opening the Report Panel, you can enter key information such as:

• Client Id
• PO
• Style
• CAD Designer
• Description

All these details will be included in the final report.

Template Selection

In the Templates section of the panel, you can choose between the default templates. Later, we will see how to customize them or create new ones according to our needs.

Below the template selector, a Gem Map Projection option lets you choose between Planar and Spherical. This controls how the gem map is drawn when a template includes the [GEM_MAP] tag.

Generating the Report

At the top of the panel, there is a Create button. When activated, it will generate a report based on the selected template. This report will include:

• The data entered in the panel
• Views of the design
• Design details, including the weight of the metals used

Creating My Own Templates

In RhinoArtisan, we can build our own report template by modifying an existing one or creating a completely new one. Below are the steps to create a template from scratch.

Accessing the Creation of a New Layout

Just below the viewport, you will see four tabs labeled Perspective, Top, Front, and Right, along with a + symbol. These tabs serve as quick access buttons to activate a specific viewport when multiple views are open or to navigate between views when working with a single viewport.

If we click the + button, a dropdown menu will appear with different options, the first two being:

• New Layout
• Import Layout

Creating a New Template

To create a new template, select the New Layout option, which will open a small window where you can define:

• Viewport name
• Initial view (which can be modified later)
• Default printer assignment (if the goal is to print the viewport content)
• Size and orientation
• Measurement units

Once these parameters are confirmed, a new viewport will be generated with the specified name and size, inside a gray background representing the print area.

Customizing the Template

In this new viewport, you can:

• Add multiple views
• Modify existing views
• Include report details

By default, the viewport will occupy almost the entire template space with a border frame. If you click on the frame, edit points will activate, allowing you to:

• Resize the view by selecting and moving the edges of the frame.
• Reposition the view by dragging it within the template.

To modify the viewport display:

• Double-click inside the view to activate it as a normal viewport.
• You can zoom in with the mouse wheel and change the display mode to Shaded, Rendered, Wireframe, etc.
• Once adjusted, double-click anywhere outside the view to exit the edit mode.

Copying and Editing Views

To create multiple views within the template:

• Select the view frame to activate its editing mode.
• Hold the ALT key and drag the view to duplicate it.
• Reposition the copy within the template.
• Enter the new view by double-clicking and modifying its settings (e.g., change to Perspective or adjust the display mode)

Adding Design Details to the Report

Within the template, we can draw boxes that will contain the information to be included in the report. These boxes can be placed anywhere within the template and serve as structured sections to organize design details such as:

• Material specifications
• Stone details (type, size, weight, etc.)
• Technical notes
• Branding or logos

We can incorporate all available information from the Technical Chart and the details we enter in the Report Panel. Each piece of information is inserted into the report template using predefined tags. We just have to write those tags using the text command that is in the Drafting menu and place them in the template.

Some tags are list markers: when the report is generated, each one is deleted and replaced at its position with a full breakdown block (the same content the corresponding Breakdown command places in the viewport, or the gem map image):

• [METAL_LIST] – List of metals used
• [GEM_LIST] – List of gemstones included
• [PROCESS_LIST] – List of processes involved
• [EXTRA_LIST] – List of extra components
• [GEM_MAP] – An image showing the distribution of the gems with color coding based on their sizes (Planar or Spherical, per the option above)

The rest are field tags: each one is replaced with a single value.

• [DATE] – Report generation date
• [DATE_TIME] – Report generation date and time
• [DESIGN_TYPE] – Type of design (ring, earring, pendant…)
• [PRODUCT_SIZE] – Finger size, for rings only
• [METAL_TOTAL_COST] – Combined cost of all metals
• [CLIENT_ID] – Client identification
• [PO] – Purchase order number
• [STYLE] – Design style
• [CAD_DESIGNER] – CAD designer’s name
• [DESCRIPTION] – Description of the design

For each of the first three metal slots (1 to 3, in the order they appear in the breakdown), you can also use: [METALn_NAME], [METALn_TOTAL_COST], [METALn_WEIGHT], [METALn_TOTAL_WEIGHT], [METALn_PRICE], [METALn_WASTE], [METALn_WAX_WEIGHT], and [METALn_ALLOY_COLOR] — for example [METAL1_WEIGHT].

Creating Custom Fields in the Report Panel

We can create new fields in the Report Panel to add any additional information needed for a personalized report. To do this:

• Click on the + symbol in the header of the Report Panel.
• A prompt will appear asking for the name of the new field.
• Once created, the field will appear in the details list of the panel.
• Hovering the mouse over the title of the new field will display its tag (in brackets, e.g., [SUPERVISOR]), which can then be incorporated into the report template.
• Right-clicking a field’s title opens a context menu to Move Up, Move Down, or Delete it.

Once we have finished configuring our new template, it is advisable to remove the ring model used to check proportions and proceed to save the template. To ensure that it appears alongside the other templates when generating a report, we need to save it in our user folder using the Save Report Template command. To find the correct path, we can check it by accessing it from the File menu and clicking on the user folder icon. Once saved, the template appears immediately in the Templates list within the Report panel — no need to restart RhinoArtisan.

This way, you can create as many views as needed, adjust them, and customize them to suit your requirements, ensuring your report is clear and functional.