Excel report templates

Learn how to define, configure, and download a report template in Excel format.

Excel report templates are located in Administration > Content Management > excels.

Assign Excel workbook templates to a user role

Administrators assign Excel workbook template access to each user role.

1. From the application left navigation area, select Administration.
2. Select Role Management, then select a user role.
3. In Access Management, select the Workbook Template field.
4. Select the names of Excel workbook templates that this user role can access, then select Update.

Define parameters for the Excel report title

Configure parameters to include in the .xlsx report template file, including:

• Quote ID
• Quote title
• Version
• Template name

1. From the application left navigation area, select Administration.

2. From Master Data Management, select Setting String, then select The format for quote excel report template.

3. Define parameters for the quote Excel report title. Valid parameters are:

   • {QUOTE_ID}
   • {QUOTE_TITLE}
   • {VERSION}
   • {TEMPLATE_NAME}

4. Select Save.

Download Excel template

1. From the application left navigation area, select Quotes.
2. Select a quote.
3. From the bottom action bar, select Reports > Download Excel Template.
4. In the Download templates popup, select the workbook template name.
5. From the Quote Language dropdown, select the language for the template.
6. (Optional.) To save the template on the Attachments tab in the quote, set the Save Workbook As Attachment switch to YES.
7. Select Next, then select the quote items from the list.
8. Select Download.

Groovy for Excel workbook templates

You can integrate custom data from lookup tables or any external sources into Excel report templates with the help of a Groovy script.

1. From the application left navigation area, select Administration.
2. From Master Data Management, select Groovy Script.
3. Select Additional Data for Workbook Template Generation.
4. In the Script file, upload the Groovy script into the system.
5. In the Lookup Tables field, enter the names of relevant lookup tables.
6. Select Save.