Excel Report Export Profile

Profile name

Specifies the name of the export profile.

Profile type

Specifies the type of the export profile. Excel Report attaches the Export profile to the build-in Excel Report module. If the integration is customized, the name will have a star (*) appended i.e., Excel Report*
If the module is customized, then this page might not be accurate in terms of what is supported and what is not.

NOTE: If you see EXCELREPORT written as type (instead of Excel Report or Excel Report*), then the Export profile is attached to the Excel Report integration module but the module is not loaded. Reason is usually that the Excel Report is overridden with a customization script that has failed to load properly.

Opens the Template Settings dialog box. Use the Template Settings dialog box to define settings in relation to the Excel file template.

Quick Access

Select this option to add the export profile as a Quick Access menu item under the Export button in the CUSTOMTOOLS Command Manager tab. When the menu item is selected, Export dialog is opened with this export profile selected.

Allow using in SOLIDWORKS PDM

Select this option to allow usage of the selected Export Profile with the SOLIDWORKS PDM integration.

This option is not selectable in an environment that does not support the option. However, in case that the type of your selected Export Profile just does not support the Allow using in SOLIDWORKS PDM option, you receive an error message while attempting to exit the Export Profile dialog box.

Output path

Specifies the destination path and the desired file name.

The > menu contains pre-defined attributes that you can use to generate dynamic output path and filename.

Configurations to export

Select the desired method to process configurations of the models included in your structure to export.

Language

Specifies the content language for the output file.

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 quantities in respect of the parent component quantities (which has its quantity calculated in respect of its parent etc). *Example:* A top level assembly has two instances of the same sub-assembly and once instance of a part, and the sub-assembly has two instances of the same part. Traditional structural quantities would be 2 for the sub-assembly, 1 for the part under top assembly, and 2 for the part under sub-assembly. Accumulate quantities answers to "How many of this component is needed to manufacture all* of its parent components". It should not be mixed with total quantities needed in respect of the top assembly (not available for Indented BOM Type). To manufacture 1 main assembly, you'd need 2 sub-assemblies and 1 part; and to manufacture those 2 sub-assemblies, you'd need 4 parts. So the accumulated quantity of the part is 4 under the sub-assembly and 1 under the top assembly, while its total quantity in Parts Only* listing would be 5.
Include drawings	Select this option to process drawings related to the models in file conversions executed on the structure export.
Include weldment cut list items	Include the cut list items associated to the weldment components into the Export by selecting this option.
Detailed cut list	Select this option while you also have the Include weldment cut list items option selected to include the weldments' individual structural members on the Export too.
Include sheet metal cut list items	Cut list items of the sheet metal parts are included in the Export while you have this option selected.
Include solid body cut list items	Include the cut list items of your solid body components into the Export by selecting this option.

Select the desired file conversion rules to be executed during the structure export process in association to the selected Export Profile.
Usually this is used together with Script Customizations to e.g., add links to freshly converted PDF/DXF/DWG files for each row in the Excel report.

Display configurations of parts as separate items	Separates the different configurations of the document to an individual items.
Display configurations of parts as one item	Parts appears as one no matter how many configuration they has.

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.
Always include 'Excluded from BOM' components, ignoring the 'Exclude from BOM' settings	Select this option to ignore SOLIDWORKS component setting Exclude from Bill of Materials, and so include them to CUSTOMTOOLS structure Export by default. Having this setting on will disable changing the Exclude from BOM setting for the models via Export dialog.
Use part’s preview image for cut-list items	Select this option to ignore the Cut-List Item specific preview image and replace it with the actual component's preview image in the output Excel Report.
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.

The following attributes are available for the dynamic output path and filename generation in the Export Profiles:

Browse for folder. Opens a folder browser that you can use to manually select the desired target path for the output files.
Model Properties. Retrieve a value of the desired model property into the filename.
Source Filename. Retrieves the filename from the source document and inserts it to the output filename.
Source Path. Retrieves the source document path and includes it to the target filename.
When for example an assembly have some virtual components included, the Source Path attribute consider the parent model's path also as the source path for the virtual components. Because of that, the virtual components are converted into the folder where their parent documents are located at.
Source Configuration. Inserts the name of the model configuration into the name of the output file.
CUSTOMTOOLS Username. Inserts the username of the CUSTOMTOOLS user currently logged in, into the output path or filename.
Windows Username. Inserts the username of the Windows user currently logged in, into the output path or filename.
Time. Inserts the current system time into the filename of the output file.
Date. Inserts the current system date into the filename of the output file.

Active/Referenced Configuration	Include only the active/referenced configuration of the model in the export. Using this option lets you to ignore the model configurations obsolete for the exported structure. Ignoring the obsolete configurations would save a bit your time while exporting your model structures into another information systems like ERP or PDM but, it also helps you to optimize the structures imported to the external system as the model configurations are not included in structures they does not belong to.
All Configurations	Include all configurations of the models exported, in the process output. Each configuration will have its own Sheet in the Excel Report.
All Top Level Configurations	Include only main level of the model configurations from the source documents, in the process output. Using this option, the child configurations of the model configurations like for example the derived configurations are ignored in the export. Each configuration will have its own Sheet in the Excel Report.

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 letter of the column in the Microsoft Excel workbook from where the Export Profile Fields defined in the CUSTOMTOOLS Export starts.
Indent structure using columns	Determines whether the model structure is indented by using the Excel chart columns. With this option selected, the SOLIDWORKS model structure appears to the target file hierarchically ordered by the assemblies and indented by the columns.
Assembly row color	Determines the background color used on the rows in Excel file that represent a SOLIDWORKS assembly file.

The build-in Excel Report can be overridden with Script Customization that is deployed to the CUSTOMTOOLS Database and thus applies to all client machines of the same CUSTOMTOOLS Environment.

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 Report Export Profile

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