Formatting the Report Template


Having run the report you will see that you now have an additional spreadsheet added to your workbook. This is important as it helps to understand how the Extension works and how we can customise the way the report looks.

Changing the Area Above the Table

When the report is run the template sheet is copied and renamed "Report" it is then filled with the data. Therefore any changes you make to the template sheet will be present in the report sheet once you have run the report.

You can try this now by changing any of the cells ABOVE the table area and then regenerating the report.

Once you have selected all the headings that you require you can also hide this row (row 9 in the screenshot above) and include client friendly headers on the row above (row 8 above)

Changing the Area Below the Table

The area below the table is treated in a different way to the data above the table. With this section of the report the Extension will copy the formatting and contents of the second row down for all the rows created in the report. This is illustrated in the diagram below. You will see that the first row does not have any formatting applied to it

Therefore any formatting changes that you wish to apply to the whole grid must be applied to the second and first row of the data table on the template sheet. This may seem a little con-fusing initially but the system has been designed so that when you add equation columns you can have a different equation on the first row.

All cell formatting will be copied down, including any conditional formatting.

Adding Equations to the Data Table

Adding equations columns into the data table can be done following the two simple steps:-

The example above shows how you can modify the SPT template to include a column for the level of the SPT reading (ground level - depth). When the report is run you will see that this equation is copied down in the same way as all the other formatting.

Adding Project and Company Data

The data that can be returned to a report table does not include company or project information. This can be set up using a separate menu option as detailed below:

To insert project information into a report follow the steps below:

To insert company address information into a report follow the steps below:

To insert template images to the report follow the steps below: