CREATING CUSTOM EXCEL TEMPLATES IN SOLIDWORKS INSPECTION: A STEP-BY-STEP GUIDE

INTRODUCTION

In any manufacturing environment, delivering consistent and accurate inspection reports is essential—whether for internal quality checks or customer compliance. One powerful way to streamline this process is by using custom Excel templates within SOLIDWORKS Inspection

Template Editor

The Template Editor in SOLIDWORKS Inspection is a powerful tool that allows users to customise inspection report templates, primarily using Excel or PDF formats. It gives you full control over how inspection data Such as dimensions, tolerances, part numbers, and results—is displayed and formatted in your reports.

Template Editor Useful

In manufacturing and quality assurance, consistency and compliance are non-negotiable. The Template Editor helps you

  • Standardise reports across departments or projects
  • Meet specific customer or regulatory requirements
  • Automate repetitive formatting that would otherwise be done manually

Saves Time in Real-World Use

With a one-time setup, the template becomes a reusable tool for all future projects. Automatic data linking pulls project information directly into the report, ensuring accuracy and efficiency. Plus, reports can be exported with a single click and customized to fit any requirement or format

1.Create a Custom Excel Template
     Start by creating an Excel format tailored to your company’s requirements.

2.Save the Template
     Save the Excel file in xlt format and store it in a clearly named folder for easy access.

3.Open SolidWorks Inspection
     Launch SolidWorks Inspection and open the relevant part file.

4.Add Part Details
     Begin ballooning the drawing and add key details such as dimensions and the BOM table.

5.Launch Template Editor
      Go to File > Template Editor. A browser window will appear.

6. Insert Dynamic Tokens
      Click the browse button and choose the previously saved Excel xlt file.

7.Link Excel with SolidWorks Inspection

     Drag and drop dynamic tokens into Excel cells to auto-fill project and characteristic data in Your report

8.Save and Test the Template

    Click Save As, give your custom template a name and save it

9.Use the Template in a Project

     Select your custom template in the Inspection project’s export settings and generate the report will be   Instantly

Conclusion

             Creating a custom Excel report template in SOLIDWORKS Inspection ensures your inspection documentation meets company-specific standards. Using the Template Editor, you can easily insert dynamic tokens, format the report to your preference, and automate repetitive tasks like ballooned drawing reports and inspection data. Once built, the custom template can be reused across projects, saving time and improving consistency.

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