How to Export a Report to Excel in EDGEBIC

Exporting a report to Excel in EDGEBIC by User Solutions is one click: shape the grid, click Export to Excel in the report window footer, and save the file. Most reports produce a single sheet of exactly what you see; two heavyweight reports produce multi-sheet workbooks. The two things worth knowing before you press the button are which reports do which, and why hidden columns never reach the file.

For running and filtering reports in general, see how to run, filter and export reports. Every task in this library is mapped on the EDGEBIC how-to hub.

Before You Start

• The report is open and loaded. Export writes what is on screen, so load the data first.
• The grid is shaped the way you want the file. Sort, filter, grouping and visible columns all carry into the export.
• Any column you need is visible. Hidden columns are not written.

Step 1: Shape the Grid First

The export is a snapshot of the grid, so everything you do to the grid lands in the file. Sort the way you want the rows ordered. Apply any filter that narrows the data to what matters. Group by a column if the reader wants subtotals. Widen, reorder or hide columns to match what the audience needs.

Doing this before you export saves a second pass in Excel, and it means the file arrives already telling the story you meant it to.

Step 2: Click Export to Excel

In the report window footer, alongside Column Details, Export to PDF and Close, sits Export to Excel. Click it. A standard Save dialog opens: choose a folder, name the file, and click Save.

For most reports the result is a single worksheet containing the grid exactly as displayed, with your current sort, filter and grouping applied.

Step 3: Know Which Reports Give a Workbook

Two reports do more than write a single grid, because a single grid could not carry their data.

The backlog detail sheet in the utilization workbook is the one people underestimate. It lists every scheduled operation with its full timing parameters (setup, queue, flow, transit, transfer batch size and transfer delay), which is where a capacity argument usually gets settled. Running the report itself is covered in how to run the work center utilization report.

Step 4: Unhide Anything You Need

The most common export surprise is a missing column, and the cause is always the same: the export writes the visible grid, and a hidden column is not visible.

Columns hide two ways. You hide them yourself through the column chooser (right-click a header, then Column Chooser, then drag columns in or out). Or a report hides them automatically, the way the earned value report hides its currency columns when no work center has an hourly rate. Either way, unhide what you need before exporting, and confirm the columns show real values rather than blanks.

Step 5: Export to PDF When You Want a Record

Excel is for numbers people will re-sort and pivot. PDF is for evidence: a fixed picture of the report as it stood at a moment. Export to PDF sits in the same footer and prints the grid as laid out, so collapse any groups you do not want expanded before you export.

Both formats respect the same rule. What is on screen is what lands in the file, so shape the grid once and export whichever format the moment calls for. The routing grid carries its own export button that behaves the same way: see how to export a routing to Excel.

What Changes When You Export

Nothing in the system. Export is read-only: it copies the current grid into a file and touches no data. Reports are point in time and never cached, so the file is a frozen snapshot while the live report will differ the next time you open it. That is exactly why exporting the evidence behind a decision matters: the numbers you acted on will have moved by tomorrow.

How to Check It Worked

Open the file. The row count should match the grid, allowing for group header rows if you grouped. The columns present should be the ones that were visible, in the order they were on screen. For a workbook export, count the tabs: seven for Work Center Utilization, four for BOR Optimization Suggestions. If a single sheet came out of one of those two reports, the multi-sheet behavior is not active in the build, and the workbook features are missing rather than the export failing.

Common Mistakes

• Exporting before hiding or unhiding columns. The grid you export is the grid you get. Shape it first.
• Expecting hidden currency columns in the file. If the dollar columns are hidden, they are absent. Unhide them, and confirm the work centers have rates behind them.
• Sending grouped exports without a warning. A grouped export opens with collapsed groups. Tell the recipient to ungroup in Excel, or ungroup before exporting.
• Treating the file as live. It is a snapshot. The report will have changed by tomorrow, which is the reason to keep the dated file.

See how these reports read the plan on the EDGEBIC product page.