{"id":2536,"date":"2021-01-29T17:40:44","date_gmt":"2021-01-29T17:40:44","guid":{"rendered":"https:\/\/blogs.autodesk.com\/bim360-release-notes\/?p=2536"},"modified":"2021-01-29T20:39:33","modified_gmt":"2021-01-29T20:39:33","slug":"bim-360-checklist-summary-report-in-excel","status":"publish","type":"post","link":"https:\/\/blogs.autodesk.com\/bim360-release-notes\/2021\/01\/29\/bim-360-checklist-summary-report-in-excel\/","title":{"rendered":"BIM 360 Checklist Summary Report in Excel"},"content":{"rendered":"<p>&nbsp;<\/p>\n<h3>Checklist summary report in XLSX<\/h3>\n<p>&nbsp;<\/p>\n<p>BIM 360 users generate checklist summary reports for various reasons. Often, there&#8217;s a need to use the checklist data for further analysis.<\/p>\n<p>With our new feature of exporting the checklist summary report in XLSX format, users receive a file that can be easily analyzed directly in Microsoft Excel or serve as an input file for other data analytical tools.<\/p>\n<p>To create a checklist summary report, users can navigate to the Insight module in BIM 360, click on the Reports tab, then on &#8220;Create Report&#8221; and find the checklist summary report option under Field Management. The XLSX format can be selected from the &#8220;Export as&#8221; dropdown field.<\/p>\n<p>This report summarizes the progress of the checklists as well as the status of the issues associated with them. The report template can be configured using available filters such as type, status, location, etc.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2545\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/filters-1.png\" alt=\"\" width=\"722\" height=\"519\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/filters-1.png 3136w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/filters-1-300x216.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/filters-1-1024x737.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/filters-1-768x552.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/filters-1-1536x1105.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/filters-1-2048x1473.png 2048w\" sizes=\"auto, (max-width: 722px) 100vw, 722px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2546\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/last-6-months.png\" alt=\"\" width=\"724\" height=\"455\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/last-6-months.png 4262w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/last-6-months-300x189.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/last-6-months-1024x644.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/last-6-months-768x483.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/last-6-months-1536x967.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/last-6-months-2048x1289.png 2048w\" sizes=\"auto, (max-width: 724px) 100vw, 724px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2544\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/export-example.png\" alt=\"\" width=\"725\" height=\"397\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/export-example.png 4716w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/export-example-300x164.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/export-example-1024x561.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/export-example-768x421.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/export-example-1536x842.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/export-example-2048x1122.png 2048w\" sizes=\"auto, (max-width: 725px) 100vw, 725px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once the report is configured, it can be saved and scheduled to run on a regular cadence.<br \/>\nUsers can also assign standard recipients for the report.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2543\" src=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/scheduling.png\" alt=\"\" width=\"829\" height=\"605\" srcset=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/scheduling.png 3128w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/scheduling-300x219.png 300w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/scheduling-1024x747.png 1024w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/scheduling-768x560.png 768w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/scheduling-1536x1121.png 1536w, https:\/\/blogs.autodesk.com\/bim360-release-notes\/wp-content\/uploads\/sites\/127\/2021\/01\/scheduling-2048x1494.png 2048w\" sizes=\"auto, (max-width: 829px) 100vw, 829px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp;<\/p>\n<p>Checklist summary report in XLSX<\/p>\n<p>&nbsp;<\/p>\n<p>BIM 360 users generate checklist summary reports for various reasons. Often, there&#8217;s a need to use the checklist data for further analysis.<\/p>\n<p>With our new feature of exporting the checklist summary report in XLSX format, users receive a file that can be easily analyzed directly in Microsoft Excel or serve as an input file for other data analytical tools.<\/p>\n","protected":false},"author":6475,"featured_media":2546,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[110,18,43],"tags":[],"class_list":["post-2536","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-field-management","category-next-gen-bim360","category-reports"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>BIM 360 Checklist Summary Report in Excel - BIM 360 Release Notes<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.autodesk.com\/bim360-release-notes\/2021\/01\/29\/bim-360-checklist-summary-report-in-excel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"BIM 360 Checklist Summary Report in Excel - BIM 360 Release Notes\" \/>\n<meta property=\"og:description\" content=\"&nbsp; Checklist summary report in XLSX &nbsp; BIM 360 users generate checklist summary reports for various reasons. Often, there&#8217;s a need to use the checklist data for further analysis. 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