Design Templates
Design report templates with XLReporter or import one you already use.
See also:
Overview
Every report starts with designing a report template. Use one of the templates provided in the Template Library or design a custom template in the design studio.
Better still, import your existing Excel worksheet as a starting point.
Customize a template using all the features of Excel such as charts, formatting and formulas as well as those specific to industry, provided by XLReporter. Connect data to the template using a Data Connector.
Template Library
Create report templates in a couple of minutes with the Template Library. The library contains a selection of "out-of-box" templates including summary reports, horizontal and vertical trend reports, and SPC reports (six sigma).
Specify a few simple report settings, such as the data source and when the report is required, and the template is complete.
Template Studio
Create custom report and form templates with the Template Studio, the first of its kind in industry. It has the same "look and feel" of Excel and contains features like formulas, statistics, formatting, sorting, filtering, images and charts.
If you choose to use Excel to design your template, it is available as well.
As part of the template design, specify the naming convention of the report, when the report will be updated and how it will be distributed.
The studio provides easy access to all the main components of XLReporter such as the Scheduler and Management tools.
Management Functions
Management functions extend the capability of a template beyond reporting.
For example, import/export functions move information to/from reports. Export report values from a worksheet to a PLC, text file or database or an entire worksheet to another workbook.
Import monthly reports into a yearly summary, using the entire monthly sheet or a selection.
- Worksheet
- Presentation
- Analysis
- Logic
- Import and Export
Connect
Design
Produce
