In order to create templates in Microsoft Excel, press the New Template option and use Excel to input the data onto each sheet. The data will then be allocated into each section, using the field picker tool, which will add each piece of information to its own section on the report.
Creating a report template requires some focus as there are many aspects involved, such as creating its layout, along with using the time phased feature. Use the following instructions to create a report template in Microsoft Excel.
- Navigate through the visual reports menu
- Select the application
- Choose the Project Fields
- Choose Custom Fields
First, locate the Visual Reports section in the view tab located on the top of the Excel screen. Look through the dialog box and choose the New Template option.
There will be two options available from which to choose, for Excel reports, press the Excel option. Then, choose the type of data the report will be using.
Press the Field Picker option and choose the project fields that will be included in the new report template. Once chosen, drag them to the Selected Fields box.
Do the same for the Custom Field option, but instead move them into the Selected Custom Fields box.