Can the monthly report use our own Excel layout instead of the standard table?

[PlantInsight]

Our management gets a monthly production and utilities report in a fixed Excel layout: company header, a summary block at the top, then several tables. Today an engineer exports raw data from the SCADA Tag Report as XLS and copies it into this template by hand, which takes half a day and leads to copy-paste errors.
I noticed "Template Report" in the Report Management menu of Omnivex SCADA. What exactly does it do? Can I use our own Excel file as a template, and what is the best way to approach this?

[Technical Support]

Template Report is meant for this use case: reports based on standard .xlsx templates that you can adapt.
How it works in general
1. Open Insert > Report Management > Template Report.
2. Select a template from the list and save it to a local folder.
3. Edit the saved .xlsx file to match your layout (header, logo, summary area, table blocks).
Recommended approach
- Start small. Take one of the provided templates, add your company header and one table, and test the result before rebuilding the whole monthly report.
- Prepare the data side. All tags you want in the report must be logged (Log Status = Periodic) with a suitable Log Time. For monthly values, a log time of minutes is usually enough, which also keeps the database smaller.
- Separate raw data and layout. In your Excel file, keep one sheet for the data and build the summary block with formulas that refer to it. Then the layout doesn't break when the number of rows changes.
- Check units. Use the tag multiplier settings so values arrive in the units shown in the report (for example m³ instead of liters).
Where the documentation stops
The public documentation describes selecting, saving and editing templates, but not every detail of how data is placed into a custom layout. Please send us your current monthly Excel (with dummy values) through support. We will check how it maps to the template report in your version and tell you what can be automated.
Documentation: https://greensoft.ai/documentation/o...tem-interface/