Create Reports for Single Items with Item Category Specific Templates

Before creating an Excel spreadsheet report for a single item, the Excel report template (refer to Excel Reports Tab) used to generate the report must be selected. This procedure need only be carried out once for each item, or when the template linked to an item needs to be changed.

1. Right-click on the item row and select the Set Excel Report option from the menu that is then displayed:

   

2. The Set Excel Report dialog is then displayed:

   

3. The dialog lists each Single type Excel report template that was set up for the item category using the Excel Reports tab of the Options dialog.

   To select the required Excel report template, check the Select checkbox. To associate the selected template to all items on the database tab (for example, all items in the database of that category), check the Apply Excel Report to all the items checkbox.

4. Click OK to close the dialog.

   The Excel report template assigned to an item is displayed in the ExcelReport column.