Excel report templates

You can define your own Excel report templates and use them to create Excel reports based on them at runtime. As with the other report types, Excel reports are based on XML data sources.

We assume that our data source can be represented as an XML document. In our Excel report template, we will pass items from the XML document to the correct places in the Excel worksheet. We have to distinguish between individual entries and lists of entries. For example, the person who created the report is a single element, whereas the items somebody works with represent a list of entries.

<track-report>
    <createdBy>Administrator, Allegra System !</createdBy>
    <filter/>
    <item>
        <Project>Schulungsraum</Project>
        <IssueType>MeetingIssue</IssueType>
        <Status>geöffnet</Status>
        <Manager>Administrator, Allegra System</Manager>
    </item>
    <item>
        <Project>Schulungsraum2</Project>
        <IssueType>MeetingIssue</IssueType>
        <Status>geöffnet</Status>
        <Manager>Administrator, Allegra System</Manager>
    </item> ....
</track-report>

Example of an expense report:

<expense-report>
    <createdBy>Administrator, Allegra System</createdBy>
    <expense>
        <accountID>6</accountID>
        <personID>110</personID>
        <workItemID>3747</workItemID>
        <hours>2.00</hours>
        <cost/>
        <subject/>
        <responsibleLabel>Lindy, Walter</responsibleLabel>
        <subproject/>
        <subprojectLabel/>
    </expense>
    <expense> ... </expense> ...
</expense-report>

Example of workload over time:

<budget-report>
    <createdBy>Administrator, Allegra System !</createdBy>
    <noOfCalendarUnits>9</noOfCalendarUnits>
    <budget>
        <personID>292</personID>
        <personName>Krastev, Boris </personName>
        <plannedHours>0.00</plannedHours>
        <plannedCost>0.00</plannedCost>
        <remainingHours>0.00</remainingHours>
        <remainingCost>0.00</remainingCost>
        <projectID>-1</projectID>
        <projectLabel/>
        <currencySymbol/>
        <currencyName/>
        <calendarUnit>1/2026</calendarUnit>
        <capacity>32.00</capacity>
        <unit>1</unit>
        <year>2026</year>
    </budget>
    <budget>...</budget>
</budget-report>

Example of an item with history and comments:

<track-report>
    <createdBy>Administrator, Allegra System !</createdBy>
    <filter>
        <name>tamas</name>
        <expression/>
    </filter>
    <item>
        <Project>TryItOut</Project>
        <IssueType>Error</IssueType>
        <Subproject>Desarrollo</Subproject>
        <Status>iniciado</Status>
        <Manager>Administrator, Allegra System</Manager>
        <Responsible>Somogyi, Stephanie</Responsible>
        <historyList>
            <fieldChange>
                <changed-by>Somogyi, Stephanie</changed-by>
                <changed-at>2026-06-13 12:35:21.0</changed-at>
                <labelType>Status</labelType>
                <firstValue>iniciado</firstValue>
                <secondValue/>
                <firstLabel> NewValue </firstLabel>
                <secondLabel> OldValue </secondLabel>
                <change-description/>
            </fieldChange>
        </historyList>
        <commentList>
            <commentElement>
                <changed-by>Somogyi, Stephanie</changed-by>
                <changed-at>2011-10-01 2:48:39.0</changed-at>
                <labelType>Comment</labelType>
                <firstLabel/>
                <firstValue/>
                <secondLabel/>
                <secondValue/>
                <change-description>An email was sent to
                    \&lt;li\&gt;mlarracoechea@technisys.net\&lt;/li\&gt; Subject: [Allegra
                    14653][TryItOut] prueba de e-mail 1 esto no es un canchereo Text: Prueba de
                    e-mail satisfactoria!</change-description>
            </commentElement>
        </commentList>
    </item>
</track-report>

Example of status over time:

<track-report>
    <createdBy>Administrator, Allegra System !</createdBy>
    <createdAt>2026-02-07 10:54:15</createdAt>
    <title/>
    <dataseriesType>issuesAccumulated</dataseriesType>
    <timeInterval>3</timeInterval>
    <s>
        <label>geöffnet</label>
        <no>84</no>
        <date>2025-10-01 01:03:22</date>
    </s>
    <s>
        <label>geöffnet</label>
        <no>89</no>
        <date>2025-11-01 01:00:00</date>
    </s>
    ...
</track-report>

Tabular reports usually organize information into “bands”. A band is a placeholder for a list of entries. The band template is repeated for each entry in the list in the generated report. Let us walk through a simple example for our Excel report template. We take the first data source from above as the basis for filling in the template.

	A	B	C	D	E
1		=”@createdBy”			=TPF(“@createdAt”;”Date”)
2		=”@filter.name”
3	=”@item”	=”@item.Project”	=”@item.Status”
4	=”@item”			=”@item.Manager”	=TPF(“@item.TotalPlannedTime”;”Number”)

Column A is reserved for designating bands. If they contain the marker “@x”, they are expanded for each entry of type “x” in the data source. In the case above, “x” stands for “item”, that is, an item.

Let us extend this example to add a detail band that contains the edit history and the comments.

	A	B	C	D	E
1		=”@createdBy”			=TPF(“@createdAt”;”Date”)
2		=”@filter.name”
3	=”@item”	=”@item.Project”	=”@item.Status”
4	=”@item”			=”@item.Manager”	=TPF(“@item.TotalPlannedTime”;”Number”)
5	=”@item.historyList.fieldChange”	=”@changed-by”			=TPF(“@changed-at”;”Date”)
6	=”@item.commentList.commentElement”	=”@changed-by”

To make it easier to evaluate date and numeric expressions at design time, we provide an Excel macro in the form of an add-in file (TrackplusAddIn.xlam) as part of an Excel report template shipped with the system.

Note

The first time you create an Excel report, you must add this add-in to your Office installation and update the link in the Excel document. How this is done depends on the version of your Office suite.