Excel Report Export Profile

Export profile settings:

Profile name	Specifies the name of the export profile.
Profile type	Specifies the type of the export profile. Select the profile type based on the purpose of the structure export the selected profile is about to be used for. For exporting the model structure into the Microsoft Excel workbook, select Excel Report. If a special export profile type for your structure export needs, does not exist in options available in the Profile type box, select the <XSL / Script> option.
	Opens the Template Settings dialog box. Use the Template Settings dialog box to define settings in relation to the Excel file template.
Output path	Specifies the destination path and the desired file name. > menu contains pre-defined settings which can be used to generate the profile file name automatically.
XSL style sheet	Defines the content structure of the exported document data.
Browse	Browse for the XSL Stylesheet file (.xsl, .xslt) used as the XSL style sheet of the Export Profile. The XSL style sheet may not be needed if the export profile's functionality is controlled by a CUSTOMTOOLS script add-in.
Language	Specifies the content language for the output file.

BOM Type:

Top level only	Process only the documents in the top level of an assembly.
Parts only	Process only the part documents of the assemblies.
Indented assemblies	Processes all documents which belongs to the same entity.
Accumulate quantities	Select this option to calculate the part quantities to the output file based on the most top level document of the assembly structure. *Example:* An assembly have two sub-assemblies and both of the sub-assemblies have two parts. When the Accumulate quantities option is selected, the output file show that the structure have one main assembly, two sub-assemblies, and four parts. In same case when the Accumulate quantities option is not selected, the output file show that the structure have one main assembly, two sub-assemblies, and two parts.

Run Conversion Rules:

Select the desired file conversion rules that you want to be ran when the structure export is executed against the selected model.

Grouping:

Display configurations of parts as separate items	With this option selected, references to the different configurations of the same model are considered as separate items in the Export dialog box and on the export process output.
Display configurations of parts as one item	With this option selected, the assembly components appear always as a single item in the Export dialog box and on the export process output regardless of the count of different configurations existing in the model documents. Occurrences of a component referencing to the different model configurations are considered as references to the configurations' parent file.

Additional Options:

Always show components of subassemblies ignoring the “Child component display when used as a subassembly” setting	Select this option to ignore selection of the Child component display when used as a subassembly options in Properties of the SOLIDWORKS assembly configurations. While you have this option selected, all supported components of the subassemblies are always included in the CUSTOMTOOLS structure export.
User property scopes to be exported	Select the desired user defined Property scopes to be exported on the structure export.
Open output file(s) once completed	Select this option to open the output files of the structure export with the system's default program assigned for the output file type.
Include drawings	Select this option to process drawings related to the models in file conversions executed on the structure export.

Export Profiles and Script Add-ins

CUSTOMTOOLS Export Profile could work in association to a CUSTOMTOOLS script add-in. CUSTOMTOOLS script add-ins are maintained using the Manage Scripts feature located in the CUSTOMTOOLS Administration Tool. The script add-ins are very flexible and they could be fully customized based on your needs.

NOTE: CUSTOMTOOLS script add-ins are always implemented by the customer's separate order. For that reason, some extra costs may apply. Please contact the CUSTOMTOOLS Sales Team for the further information.

Excel File Template Settings:

Setup the Excel file template used with the Excel Report type of an export profile using the Template Settings dialog box. You can open the Template Settings dialog box by clicking the ThreeDots button in the Export Profile dialog box while you have selected Excel Report as the export profile's handler type in the Profile type box.

Template file:

Download from Profile	Get a local copy of the current Excel file template from your profile. With the local copy of the Excel file template, you can customize setting of the template file which is currently being used with the selected Excel reporting export profile.
Upload to Profile	Upload your custom Excel file template into the selected Excel Report export profile. The Excel file uploaded to the profile is used as a template for exporting the SOLIDWORKS model structure into the Excel file.
Restore Defaults	Reset all settings in the Template Settings dialog box to their default values.

Template variables:

Header row number	Determines the number of a row in the target file where the structure table headers are written on.
First attribute column	Determines the column identifier in the target file from where the Export Profile Fields start from.
Intend structure using columns	Determines whether the model structure is intended by using the Excel chart columns. With this option selected, the SOLIDWORKS model structure appears to the target file intended by the columns.
Assembly row color	Determines the background color used on the rows in Excel file that represent a SOLIDWORKS assembly file.