Create Reports for Multiple Items with Item Category Specific Templates

To create an Excel spreadsheet report for a category of item, such as instruments or equipment, select the Customized View option from the Reports group of Home tab.

Note: If a filter has been applied by the user to data in a tab, this will be reflected in the produced report, for example, filtered out data will not be included.

The View Excel Report dialog is then opened, with the generated report displayed:

The Excel template used to generate the report is specified on the Excel Reports tab of the Options dialog. If no template has been specified for the item category, the report is not generated and an error message is displayed.

If there have been any changes to the data on the report since the report was last saved to Excel or printed, the cells containing the changed data may be displayed in the background colour specified on Fonts and Colours tab of the Options dialog. Whether or not Excel report change highlighting is used is specified on the Options tab of the Options dialog.

To save the report as an Excel spreadsheet, click Save To Excel. A standard Save As dialog is then displayed.

To print the report, click Print Excel Report.

For details of the other buttons, refer to Create Reports for Single Items with Item Category Specific Templates.