How to generate reports

See the template reference for how to build templates.

Creating a Template

1. Prepare an Excel workbook (.xlsx) with your desired layout, labels, and formatting.
2. Insert placeholders using {{field_name}} syntax in cells where dynamic data should appear.
3. Upload the workbook via the Templates page in the application, choosing the appropriate template type (Batch, Formula, or Production Quote).

Generating a Report

1. Navigate to a batch, formula, or production quote detail page.
2. Click one of the available template buttons.
3. The system renders the template against that resource and stores the generated report.
4. Download the output .xlsx from the reports list.