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Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale.

Custom Reports & Moreĭiscover our features and customization options designed to support your data collection needs. Once you’ve signed up for the trial, you’ll have the option to create and upload customized Excel templates when selected as the submission format for email, Box, Dropbox, Google Drive, Microsoft OneDrive, Amazon S3, HTTP(S), ShareFile, SFTP, Slack and Evernote destination types.

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If you’re not already a customer, not to worry! You can test out the full functionality in our free trial. The custom Excel templates feature is available for Device Magic’s Enterprise Plan level. Excel templates deliver this functionality. Due to the highly intricate nature of the collected testing data, they need enhanced charting and calculation capabilities to compile executive reports.

Quality analysis: An environmental testing provider for the oil and gas sector uses Device Magic to record, access and analyze soil samples from one place.

Now they are able to easily incorporate the charted data in the report outputs by leveraging the Excel templates feature. A critical component of the report was a pressure (Psi) to gallons per minute comparison graph.

MICROSOFT EXCEL TEMPLATE SOFTWARE

Safety reports: A field service management software company needed to recreate a complex fire safety form that covered everything from pump manufacturer information to discharge, suction and net pressure readings.Recreating their timesheets in a custom Excel template was the solution they needed to streamline this daily process.

They needed to replicate a multifaceted grid of information, including trip destinations, number of loads and oil volume, which wouldn’t be possible with Word’s limited charting capabilities. However, they weren’t just logging employee hours.

Timesheets: A trucking services company wanted to start leveraging Device Magic for employee timesheets.

This feature supports integrations with native Excel analysis and calculation tools, giving users the ability to incorporate advanced data organization into their reports. However, Excel templates were actually introduced to facilitate some of the more complex use cases and needs of our users. The simple answer can be summed up with the “three C’s”:

So what are the benefits of custom Excel templates?

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And we’ll show you how to do it! Check out the video below for an introduction to Excel templates and how to create custom reports within our platform.

Once you get all of your form placeholders into the Excel spreadsheet, you can leverage Excel functions to manipulate submitted form data and incorporate calculations, formulas, charts, pivot tables, the list continues. Video Guide: Creating & Using Custom Excel Templatesĭevice Magic offers the ability to create and upload customized Excel report templates when selected as the submission format for available destinations. And that’s why we’ve added custom Microsoft Excel templates to the mix. (Of course, we have you covered in that arena.) But those formats aren’t necessarily ideal when data charts, tables or formulas are involved.

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In many cases, the ability to create custom PDF or Word reports checks the box. When it comes to selecting a mobile data collection application for your organization, we understand customization capabilities rank high on the priority list–especially when it comes to building your forms and reports.

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