The first thing you need to do is to create an Excel workbook that can be used by the Extension for Microsoft Excel. This can be done by either loading an existing workbook that you have or creating a new one. In this example we will look at creating a new one but you can find information on loading existing reports later in this section.

• To create a blank workbook click on the Create button on the Reports form.
  
• You will now be presented with a blank workbook with a "template" worksheet and the Tables panel open to the right of the screen as shown below. The Tables panel does not have anything in the table drop-down list to start with as we need to add a table which we will do next.
  
• A table is a set of data returned from OpenGround Cloud . A table can contain data from any grid within OpenGround Cloud plus any parent grids for that data. Select where you would like the top left of the table to be (cell D9 for example) and then click the Add Icon on the Tables section of the Ribbon.
• The source selection form will now be displayed as shown below. This form lists all the data grids and report views available in your copy of OpenGround Cloud .
  
• You can select any grid from this form just by clicking on it. To filter the list of grids use the search box at the base of the form. For this example enter "standard" into the search box. This will display only the grids that have the word "standard" in their title and make the selection must easier.
• Finally enter a name for your table in the top box. In this example we are going to call the table "SPT". Your form will now appear as shown below.
  
• Click Add to add this table to your worksheet. You will now see that the tables panel on the right hand side contains the table name you entered and there are two grid names in the list below the table name.
• The sources box is important and worth spending a little time understanding before we proceed. As you selected the data grid that contains the SPT data the Extension has added this table to the top of the list. However it is also added the grid that contains the parent information as well; in this case it is the Locations Details grid. If you select the Location Details source you will see the list of heading below updates to show all the items in the Location Details grid in OpenGround Cloud . Likewise if you select the "Standard Penetration Tests Results" item you will see the header list updates to include everything within that grid in OpenGround Cloud .
  
• Next we need to select some fields to add to our spreadsheet. To do this click on Location Details Source and then double click on the Location ID field at the top of the list. Once added you will see that the header name has been added to the spreadsheet as shown below.
  
• To select additional fields from the Location Details source just double click on them to add them to the right of the fields already selected. In this example select the Location Type field and the Ground Level items.
• Next we need to specify which fields from the SPT grid we want to add. Click on the "Standard Penetration Test Results" source and select the Top Depth and N value items. You should now have 5 headings defined and your spreadsheet should appear similar to the one below.
  
• You are now ready to run your report. Click the Generate icon from the reporting section of the ribbon and you will see all the SPT data returned to your spreadsheet. Note how the SPT data is displayed alongside the parent information for each location.
  

To add additional headings simply click on the required headings on the tables panel on the right hand side of the screen. New headings will be automatically added to the end of the cur-rent list of headings.

If you want to delete a heading from the list just delete the header text from the template sheet. Of if you want to change the order of the columns again simply change the order of the headers in the Excel worksheet.

All headers need to be on the same row and to the right of the cell that you added the table to. If you are unsure which cell the table was added to you can use the Locate icon on the Tables section of the ribbon.

You can add more than one table to a worksheet which will give you greater flexibility on what you can report - adding more than one table of data in an advanced option and covered in the #Working with more than one data table section below.