1. Editing report properties

Use the Edit command in the ribbon to open the Edit Report dialog. Here you configure the report name, naming rule, data source, filters, and sorting:

The Edit Report dialog with tabs General, Data Source, Filter, and Sort. The default page-name logic is Standard (= element name).

2. Customising the sheet naming logic

Click the three dots (…) next to the Page Name Logic field. In the Name Logic Editor you can add parameters by double-click, combine them with a separator, and add custom static text:

The Name Logic Editor: parameters are added by double-click - here R-[Number]. Tables offers all parameters of the chosen category and project information for selection. The preview updates in real time.

3. Connecting project information

Add project-level data (project name, number, client) via Project / Element Info. Tables inserts placeholder demo values - real Revit values appear in the generated report:

Via Project / Element Info, project parameters like project name and number are linked to cells in the report template.

Tables inserts a Demo placeholder value that you can format freely. In the finished report, the real value of the chosen project information parameter appears instead.

4. Connecting category parameters

The actual report content (e.g. room name, area, number) is also added via Project / Element Info. Use the Select available fields from filter to locate parameters quickly:

All parameters of the chosen report category (here: Rooms) can be found via filter and linked to cells in the template. The inserted cell values are dummy values that facilitate later formatting.

5. Editing parameters retroactively

1. Click the desired cell in the report template.
2. Choose Edit in the context-sensitive ribbon.
3. The currently linked parameter is shown - select a different one if needed.

In the Component List Properties dialog, the currently linked parameter is shown first. Here you can select a different parameter.

6. Formatting the template

Once all parameters are defined, format the report using standard Excel / Tables tools (ribbon Home tab):

A fully formatted report template with coloured backgrounds, large value cells for key metrics, and sub-tables for doors and wall surfaces.

Or via right-click on selected cells:

Right-click provides all formatting options - including Format Cells for number formats, font, borders, and fill colour.

7. Column widths & spacer columns

Because sub-tables share column widths with the rest of the sheet, layout conflicts can arise. As a workaround, insert spacer columns in sub-tables via Table Properties - Insert Empty Column. These appear blank on report pages and act as layout spacers:

Via Insert Empty Column in the table properties dialog, placeholder columns are added that control the layout grid without showing data on report pages.