Types of report template
- Last UpdatedAug 11, 2025
- 2 minute read
Use the templates described in this section to generate standard reports, or as a basis for creating your own report template.
Plan templates
Single case
|
Template name |
Description |
|---|---|
|
Plan_Complete_Plant_Single_Case.xlsx |
Recommended template. Most complete. |
|
Plan_Filters_Examples_Plant_Single_Case.xlsx |
Has limited examples of using filtering in reports. |
|
Plant_Refinery_Single_Case.xlsx |
An alternative single case report, with a limited number of sections with alternate reporting formats. |
Smaller subset templates, generated from Plan Complete Plant Single Case
Each worksheet contained in these smaller reports is identical to the source report template (above).
|
Template name |
Description |
|---|---|
|
Plan_Analytics_Plant_Single_Case.xlsx |
Contains Purchases and Sales, Capacities and Calculations, Operating Parameters, Utilities sections. |
|
Plan_Balances_Plant_Single_Case.xlsx |
Contains Balances section. |
|
Plan_ConstraintsAndAlerts_Plant_Single_Case.xlsx |
Contains Active Constraints and Active Alerts sections. |
|
Plan_Feedstocks_Plant_Single_Case.xlsx |
Contains Feedstock Composition and Feedstock Routings sections. |
|
Plan_Inventories_Plant_Single_Case.xlsx |
Contains Inventory Detail and Inventory Summary sections. |
|
Plan_Marginals_Plant_Single_Case.xlsx |
Marginal values mostly reported on a per flow basis. |
|
Plan_ProcessUnits_Plant_Single_Case.xlsx |
Contains Process Units section. |
|
Plan_PurchasesAndSales_Plant_Single_Case.xlsx |
Contains Purchases and Sales and Material Sales Groups sections. |
|
Plan_Routings_Plant_Single_Case.xlsx |
Contains Feedstock Routings and Stream Routings sections. |
|
Plan_Utilities_Plant_Single_Case.xlsx |
Contains Utilities section. |
One or more cases
|
Template name |
Description |
|---|---|
|
Plan_Case_Comparison_Plant.xlsx |
Recommended template. Most complete. |
|
Plan_Case_Comparison_Marginals_Plant.xlsx |
Marginal values mostly reported on a per flow basis. |
|
Plan_Case_Comparison_Summary_Plant.xlsx |
Very limited single sheet comparison report. |
|
Plan_Crude_Evaluation.xlsx |
Analytic cases only report. Only one feed group support. |
|
Plan_Crude_Evaluation_2_Groups.xlsx |
Analytic cases only report. Two feed group support. |
|
Plant_Refinery_Case_Comparison.xlsx |
Alternative format comparison report. |
|
Model_dump.xlsx |
A single sheet, non-template based report that outputs various planning model data in a tabular format that can be used to feed other 3rd party reporting or data extraction systems. You cannot modify this report. |
Network templates
Single case
|
Template name |
Description |
|---|---|
|
Network_Complete_Single_Case.xlsx |
Recommended template. Most complete. |
One or more cases
|
Template name |
Description |
|---|---|
|
Network_Case_Comparison.xlsx |
Recommended template. Most complete. |
Multi-plant templates (for older format multi-plant models)
Single case
|
Template name |
Description |
|---|---|
|
Plan_Complete_Multi-Plant_Single_Case.xlsx |
Recommended template. Most complete. |
Smaller subset templates, generated from Plan Complete Multi-Plant Single Case
Each worksheet contained in these smaller reports is identical to the source report template (above).
|
Template name |
Description |
|---|---|
|
Plan_ConstraintsAndAlerts_Multi-Plant_Single_Case.xlsx |
Contains Active Constraints and Active Alerts sections. |
|
Plan_SupplyAndDemand_Multi-Plant_Single_Case.xlsx |
Contains Supplies and Demands section. |
|
Plan_Transfers_Multi-Plant_Single_Case.xlsx |
Contains Material Transfers and Utility Transfers sections. |
One or more cases
|
Template name |
Description |
|---|---|
|
Plan_Case_Comparison_Multi-Plant.xlsx |
Recommended template. Most complete. |