Creating Customized Costing Reports

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.

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.

To create customized Costing reports :

  1. Click Costing (Tools toolbar or the Evaluate tab on the CommandManager) or Tools > SOLIDWORKS Applications > Costing and calculate the cost of the part.
  2. At the bottom of the Costing Task Pane, click Generate Report .
  3. In the Report Options dialog box, do the following: 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.
    1. Select one of the following:
      • Simple Quote Report
      • Detailed Report
    2. Under File Type, select one of the following:
      • Generate costing report as Word Document (*.docx)
      • Generate costing report as Excel Spreadsheet(*.xlsx)
    3. Under Document name, enter a name.
    4. Under Save to, enter a location.
    5. Under Report Template, select a template.
    6. 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.
    Estimate information Includes optional information about your customer quote in the report heading.
    Alternate quantities Includes optional information about five alternate quantities of cost values.
  4. Expand Estimate information, select the options, and type the data.
  5. To view the published report, select Show report on publish.
  6. Click Publish.
    The report appears.
  7. Close the report.