The Excel Report Wizard will guide you through creating custom Excel reports. You can also manually create Excel reports if you desire.
These reports can be created if you are using Excel 2010, 2013, or 2016.
Excel reports can be run for up to five Projects at a time.
The Simple option list commonly used fields and are organized by the purpose of the fields.
The Advanced option lists every field available to you, similar to what you will find in our Standard Report Designer's Data Explorer.
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:
On either of the other two options you will see a summary of what will be aggregated/summarized. In the example, "Automatic" was selected:
When finished, your report will display in your Excel Reports list: