Material Report to an Excel File

Generate a material report to a Microsoft Excel file (xlsx). The source of the report is an XML file (components.xml) to which all the materials of the building have been collected. The program checks that the source file is up to date, and recollects the materials, if necessary.

The components and attributes to be collected from the file, as well as the data sorting and the sheet layout, are defined in a template report, which is an xlsx file. The basic software delivery includes preset template reports saved in a component library.

  1. Do either of the following:
    • Select Output | Materials | Excel List.
    • Select the function in the buildings's document browser:
      1. Move the cursor over the title Reports.
      2. Right-click to open the context-sensitive menu.
      3. Select Excel Lists.
  2. Select the library (A), selection group (B) and template report (C) in a dialog box.

  3. Confirm by clicking OK.

The material report is opened in Microsoft Excel. The file is stored in the building folder. You can also open the report from the document browser of the building: open the document browser branch Reports, and double-click the report name.

Note:
  • If you wish to edit or create new template reports, create a template report library of your own. You can create new template reports by using the template reports of the system as an example.