Types of report template
- Last UpdatedAug 14, 2026
- 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. |
Download a default Publish Data inclusion template
Publish Data can generate a large amount of output. To limit what is produced, use an inclusion template (a JSON schema inclusion file) to select only the nodes you need.
You can now download default inclusion templates that are valid for your current tool version:
-
Network template: includes all Publish Data output nodes set to true.
-
Plan template: a subset of the Network template, excluding network-related structure.
After downloading a default template, edit it to set unwanted nodes to false, or remove the node completely, so that Publish Data generates only the information required for your reporting needs.
Notes:
-
The default templates are a starting point and should be tailored for long-term reporting.
-
If you need only Plan output, start with the Plan template rather than removing network-related nodes from the Network template.