Spreadsheet Reports (XLSX / CSV)

To create an XLSX or CSV formatted report, go to File → Export → Report. You will see the Create Report dialog:

Options dialog for the default Report Property Set

For the Format option, select XLSX or CSV. For XLSX reports, Breaks specifies whether the spreadsheet will generate separate sections for each Aisle or Bay.

Selecting a Report Property Set

Select a newspaper Report Property Set from the list to choose what per-product Properties, Aggregates calculated across all widgets Positions, and Breakdowns you need in your report.

Customizing Your Report

Once you select a Report Property Set, the per-product properties and aggregates are automatically filled in. If there are any you do not want included in your report, uncheck them before generating the report.

To export your report, click Plan Report in the bottom corner. This will download the report file to your local computer.

Sample Report

Below is a sample report generated from a Report Property Set. The report includes per-product properties like Product ID and bay number, as well as an aggregate and a simple Breakdown.

Sample XLSX report showing product properties, aggregates, and a breakdown
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