---
title: "Generating Excel Reports"
description: "Based on the reporting template available in Lucanet and the tilde formulas it contains, an Excel report with the current data from Lucanet can be generated."
source_url: https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/excel-integration/lucanet-excel-reporting/generate-excel-report
language: en
last_updated: 2023-08-16
---
# Generating Excel Reports

## Overview

Based on the reporting template available in Lucanet and the tilde formulas it contains, an Excel report with the current data from Lucanet can be generated.

When a reporting template contains placeholders for **organization element, data level, adjustment level, partner, transaction currency, display currency** and/or **period**, you can configure for each of these placeholders whether a value is fixed for the report or can be selected as required.

## Generating Report

To generate a report:

{% stepper %}
{% stepper-step %}
Click the reporting template based on which you want to generate the Excel report.
{% /stepper-step %}
{% stepper-step %}
In the detail view under **Template properties**, select the dimensions for which the report should be generated.

Which dimensions are displayed and can be selected depends on the [tilde formulas](https://support.lucanet.cloud/en/documentation/consolidation-financial-planning/excel-integration/lucanet-excel-reporting/work-with-tilde-formulas.md) contained in the Excel file and the [configuration of the placeholders](#config).

Template properties and generate report
{% /stepper-step %}
{% stepper-step %}
Click **Generate report**.

The report is saved in Excel format in your download directory.
{% /stepper-step %}
{% /stepper %}

## Configuring Placeholders in the Reporting Template

When a reporting template contains placeholders for **organization element, data level, adjustment level, partner, transaction currency, display currency** and/or **period**, you can configure for each of these placeholders whether a value is fixed for the report or can be selected as required.

To do this, open the **Placeholders** tab and select the desired placeholder from the drop-down list.

Then configure the displayed options, which differ depending on the selected placeholder:

'Placeholders' tab

The following options are available:

| Option | Description |
|---------|---------|
| Value can be selected | Activate if the value for the placeholder should be configurable before report generation and then enter a **label**. |
| Value has been predefined | Activate if the value should not be selectable. If you choose this option, a report can only be generated for the specified period and/or the default value. |
| The following values can be selected | Only available for data levels. Specifies whether **All data levels** or **Only planning data levels** can be selected for report generation. |
| Periodicity | Only available for periods. Defines whether a month, a quarter, or a year can be selected for report creation. |
| Period count | Only available for periods. Count of periods covered by the report. When generating the report, the user can then specify the report period instead of selecting the report start period. |