Hide Table of Contents

Costing Reports

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.

To customize report headers in a costing report:

  1. Click Costing tool_costing_tools.gif (Tools toolbar or the Evaluate tab on the CommandManager) or Tools > Costing and calculate the cost of the part.
  2. At the bottom of the Costing Task Pane, click Generate Report Costing_Create_Report.gif.
  3. In the Report Options dialog box, expand Company information, select the options, and type the data.
    Option Description
    Company Specifies your company name.
    Address Specifies your company address.
    URL Specifies your company website.
    Logo Uploads a file of type .jpg, .gif, .png, or .tif to the report header.
    You can upload images of sizes up to 300 x 150 px.

    You can also enter your name and contact information on the report form.

  4. Expand Quote information, select the options, and type the data.
    • Quote number
    • Request for quote number
    • Customer company
    • Customer contact name
    • Customer contact information
    • Quote prepared by
  5. To view the published report, select Show report on publish.
  6. Click Publish.

    The report appears.

  7. Close the report.

Exporting Costing Reports as Microsoft Excel Files

You can export costing reports as either .docx or .xlsx files.

To export a costing report as a Microsoft .xlsx file:

  1. At the bottom of the Costing Task Pane, click Generate Report Costing_Create_Report.gif.
  2. In the dialog box, for File type, select .xslx.
  3. Select Show report on publish.
  4. Set other options and click Publish.

    The report appears in Microsoft Excel.

  5. Close the report.
To generate a Microsoft Word file, select .docx for File type.

Provide feedback on this topic

SOLIDWORKS welcomes your feedback concerning the presentation, accuracy, and thoroughness of the documentation. Use the form below to send your comments and suggestions about this topic directly to our documentation team. The documentation team cannot answer technical support questions. Click here for information about technical support.

* Required

Subject:   Feedback on Help Topics
Page:   Costing Reports
*   I acknowledge I have read and I hereby accept the privacy policy under which my Personal Data will be used by Dassault Systèmes

Print Topic

Select the scope of content to print:


We have detected you are using a browser version older than Internet Explorer 7. For optimized display, we suggest upgrading your browser to Internet Explorer 7 or newer.

 Never show this message again

Web Help Content Version: 2014 SP05

To disable Web help from within SOLIDWORKS and use local help instead, click Help > Use SOLIDWORKS Web Help.

To report problems encountered with the Web help interface and search, contact your local support representative. To provide feedback on individual help topics, use the “Feedback on this topic” link on the individual topic page.