Report Templates

The following reports are available for your convenience and represent best practices and frequently requested report features of our customers.

Once downloaded you can customize any of these reports by going to the Reports Menu and then selecting Customize Excel Reports.  When customizing these reports, we recommend that you follow these steps:

• Select Create a New Report
• Provide your new template name
• Copy the base template from the downloaded report
• Use the Help button (bottom left corner of each window) to understand each specific customization window
• When customizing the BOM_Netformx report you will see an Edit Template button in the last window.  By selecting this option, the excel template will open and provide additional Help in Row 13 of the 1st column.

If you have created a customized report template that you would be willing to share with other DesignXpert users, please contact us. (in Question 5/Other field please type: Share Report Template.)

 

Bill of Materials Reports

• Bill of Materials Grouped by Drawing (individual tabs), by Category, by Chassis, by Options (Hardware, Software, Services). (1)
  (Shows “Included” items.)
• Bill of Materials Grouped by Drawing but only reflecting the Base Unit and their sub-totals. (2)
  (Does NOT show “Included” items.)
• Bill of Materials Grouped by Drawing (individual tabs), by Category, by Chassis, by Options (Hardware, Software, Services). (3)
  (Does NOT show “Included” items.)
• Bill of Materials where Materials and Services are Grouped by Drawing (individual tabs), then by ‘Materials’ (by Chassis) or ‘Services’. (4)
  (Shows “Included” items.)
• Bill of Materials where Materials and Services are Grouped by Drawing (individual tabs), then by ‘Materials’ (by Chassis) or ‘Services’. (5)
  (Does NOT show “Included” items.)

 

Cisco-Specific Reports

• Product Deal Registration (6)
• Deal Support Automation (7)

 

Miscellaneous Reports

• Summary Report to run after completing a Netformx Discovery. (8)
  Also see Reports Menu/AutoDiscovery/Equipment Summary for a similar, but more detailed network assessment report
• Implementation Check List grouped by Vendor, by Drawing, by Category, by Chassis with columns to fill in manually for Qty Received and Date Received (9)
• How to add the “hooks” into your existing MSWord SOW templates, in order to automatically pull in MHT files, Excel reports, etc. (10)