The Excel Report Wizard will guide you through creating custom Excel reports.
Excel reports created through the Excel Report Wizard can have columns and rows aggregated and totaled.
When you want to create a custom Excel report.
These reports can be created if you are using Excel 2007 or 2010.
Excel reports can be run for up to five Projects at a time.
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. SIX 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: