You can create custom Excel reports based on the Excel reports displayed under your Reports tab in Project Explorer and Project Editor.
Another way to create custom Excel reports is to create them in Excel. However, custom reports created in Excel do not offer the aggregation and summarization capabilities available with the custom Excel reports created in SI.
Check out this article for more details.
1/ Click Start > Reports > Manage Reports to open Report Explorer.
2/ Click the Excel button in the Create section of the ribbon.
You will see the New Excel Report Wizard.
3/ Name the report and give it a description.
4/ Choose between Simple and Advanced, then click Next.
Simple
The Simple option lists commonly used fields organized by the purpose of the fields.
Advanced
The Advanced option lists every field available to you, similar to what you will find in our Standard Report Designer's Data Explorer.
5/ Choose the fields you want to add to the report using the left and right arrows.
6/ Put them in the order you want using the Move Up and Move Down arrows, and click Next.
7/ Choose your aggregation and summarization options and click Next.
None - No aggregation will be performed. Use this if you want all products to be listed individually, e.g., a wire list report.
Automatic - This is the default selection. SI will select the fields to aggregate and summarize. We recommend this option.
Advanced - You will select which fields to aggregate and which to summarize.
If you choose Advanced, you can choose which fields to aggregate on rows and columns and which fields you want to summarize.
Next, you will see a summary of what fields will be aggregated and summarized.
In this example, Automatic was selected.
8/ Click Finish, and you will be prompted whether or not you want to publish your report to the SI Server.
If you do not want to publish the report now, you can do this via the Export Reports feature later.
If you click Yes, the custom report will be displayed in your Excel Reports list.