SOLIDWORKS Inspection – Tips & Tricks #5

Not only does SOLIDWORKS Inspection includes multiple FAI or AS9102 templates out of the box, but it also offers a simple yet powerful template editor to create customized inspection reports.


To include any type of information into your custom template, all you have to do is select a cell in your spreadsheet, then the type of information to add and finally click insert. The template editor will enter a token in that cell telling SOLIDWORKS Inspection the information to extract from the project.



To make things easier and also to save you the time and trouble of typing all those tokens inside your inspection report templates, the template editor comes with a lists of all the tokens available grouped by category. For example, the project property tokens regroup the name, job number, date, etc… The characteristic tokens, on the other hand, list all the different properties of the characteristics (balloon number, inspection method, operation, etc…).

Once you are done customizing your template, all you have to do is save it as an *.xlt using the “Finished” button on the template editor. Next time you create a report you can use the newly created template to generate an accurate, up-to-date inspection report that really meet your needs!


In addition, since your inspection reports are Microsoft Excel based, you can even include things like conditional formatting to highlight automatically specific values in your reports based on certain criteria.

In fact, SOLIDWORKS Inspection pretty much offers endless capabilities. And for advanced data formatting, you can create and integrate pivot tables and even use macros (*.xltm).

You can also manually modify the tokens used by the Template Editor. For example, this token populates the upper limit of the characteristic:


You can modify this token to filter exported characteristics based on criteria. In this example, the token will only populate the upper limit values for characteristics with an Operation value of Bending (as defined in the Bill of Characteristics).


This can be used to create templates with the characteristics organized in tabs depending on the operation or the inspection method!

As you can see, you can quickly create powerful template with SOLIDWORKS Inspection thanks to the template editor!

Make sure to take a look back on tips 123 & 4! Stay tuned for more tips and tricks on SOLIDWORKS Inspection and as always, visit the SOLIDWORKS website or contact your nearest reseller for more information.


Mathieu Fourcade

Mathieu Fourcade

Matt is a Product Manager for SOLIDWORKS Inspection and new initiatives. CSWE. He previously worked as a Technical Support Engineer and Product Marketing Manager for SOLIDWORKS, Simulation, Plastics and Electrical.
Mathieu Fourcade

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