Home > SI 2015 Documentation > User Guide > Reports > Report Designers > Excel Report Wizard

Excel Report Wizard

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Feature

 

The Excel Report Wizard will guide you through creating custom Excel reports. You can also manually create Excel reports if you desire.

What are the benefits of this feature?

 

Excel reports created through the Excel Report Wizard can have columns and rows aggregated and totaled.

When to use this feature?

 

When you want to create a custom Excel report.

Details

 

These reports can be created if you are using Excel 2007, 2010, or 2013.

 

Excel reports can be run for up to five Projects at a time.

Steps

 

  1. Click Start->Reports->Manage Reports to open the Report Explorer:

 

 

  1. Click the [Excel] button in the Create section of the ribbon:

 

 

  1. The New Excel Report Wizard will open. Name the report and give it a description. Choose between "Simple" and "Advanced". Click [Next].

 

wizard_1.png

 

  1. Depending on what option you chose, Step 2 of the wizard will look like one of the interfaces below. In either case, choose the fields you want to add to the report by using the left and right arrows, then put them in the order you want using the move up/down arrows. Click [Next].

Simple

 

wizard_2_simple.png

 

The Simple option list commonly used fields and are organized by the purpose of the fields.

Advanced

 

wizard_2_advanced.png

 

The Advanced option lists every field available to you, similar to what you will find in our Standard Report Designer's Data Explorer.

 

  1. On Step 3 of the wizard, you will choose your aggregation and summarization options. Click [Next].

 

wizard_3.png

 

None - No aggregation will be performed. Use this if you want all products to list individually, e.g. a wire list report.

Automatic - This is the default selection. SI 2015 will select the fields to aggregate and summarize. We recommend this option.

Advanced - You will select which fields to aggregate and which to summarize.

 

If you choose Advanced, you the next step will allow you to choose which fields to aggregate on on rows and columns, and which fields you want to summarize:

 

wizard_4_advanced.png

 

On either of the other two options you will see a summary of what will be aggregated/summarized. In the example, "Automatic" was selected:

 

wizard_4_automatic.png

 

  1. Click Finish and you will be prompted whether or not you want to publish your report to your server. If you do not wish to do this, you can always do this later via our Export Reports option.

 

 

When finished, your report will display in your Excel Reports list:

 

Last modified
12:36, 13 Jul 2015

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