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Creating Reports

You can create reports of costing results and customize the report with your company and customer information. You can use the detailed line items in the report to determine the impact of design decisions on the cost of the part.

You can specify the file location for costing report templates in Tools > Options > System Options > File Locations . In Show folders for, select Costing Report Template Folder to add or delete a location. The default costing report template folder is install_dir\lang\language .

To perform this procedure, you must first open a part, and calculate the cost. To calculate the cost, click Tools > SOLIDWORKS Applications > Costing.
  1. At the bottom of the Costing Task Pane, click Generate Report Costing_Create_Report.gif.

    The Report Options dialog box appears.

  2. In Report publish options:
    • In File type, select Generate costing report as Word Document (*.docx) or Generate costing report as Excel Spreadsheet (*.xlsx).
    • In Report path, browse to the location for the report.
    • In Document name, type the name.

    To review the report you generate, select Show report on publish.

  3. Set other options:
    Option Description
    Company information Includes optional information about your company in the report heading. You can include your company logo, address, website, and other information.
    Quote information Includes optional information about your customer quote in the report heading.
  4. Click Publish.
  5. Close the report.

Contents

  • Customizing Costing Report Headers

    When creating Costing reports, you can enter form data in the Costing Report dialog box, such as your company logo and contact information. You can also enter information about the customer quote you are preparing. Your entries appear in the report headers.



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